Matthew Richard Schaefer

Current Employers

Golden Reserve Retirement, Llc

270 Bradenton Avenue, Dublin, OH 43017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-09-25
FL	RA	APPROVED	2025-04-03
PA	RA	APPROVED	2025-03-25
OH	RA	APPROVED	2020-09-29

TX RA
APPROVED_RES

Since 2025-09-25
FL RA
APPROVED

Since 2025-04-03
PA RA
APPROVED

Since 2025-03-25
OH RA
APPROVED

Since 2020-09-29

Branch Locations

6133 Rockside Road Suite 303, Independence, OH 44107 • United States

270 Bradenton Avenue, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Superlative Group	Cleveland	OH	11/2013	05/2020
Golden Reserve	Cleveland	OH	05/2020	Present
Golden Reserve Retirement, Llc	Independence	OH	05/2020	Present

11/2013 → 05/2020

The Superlative Group

Cleveland, OH
05/2020 → Present

Golden Reserve

Cleveland, OH
05/2020 → Present

Golden Reserve Retirement, Llc

Independence, OH

Other Businesses

Golden Reserve, LLC - Not Investment Related - At reported business location(s) - Commissionable Insurance Sales - 05/04/2020 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hrs Per Month, 6.5 hours during trading Hrs devoted to this activity. As a licensed insurance agent recommend and sale commissionable insurance products.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-03

S65 Uniform Investment Adviser Law Examination

2020-08-03