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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
| IN | RA | APPROVED | 2025-12-02 |
| KY | RA | APPROVED | 2024-10-14 |
| OH | RA | APPROVED | 2024-07-31 |
Branch Locations
925 Congress Park Dr. Suite A, Dayton, OH 45459 • United States
270 Bradenton Avenue, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Cincinnati | OH | 07/2021 | 06/2022 |
| Oneamerica Securities | Cincinnati | OH | 11/2021 | 06/2022 |
| Kemper | Fairborn | OH | 03/2013 | 08/2021 |
| Modern Woodmen Of America | Rock Island | IL | 01/2022 | 06/2024 |
| Mwa Financial Services Inc | Rock Island | IL | 04/2022 | 06/2024 |
| Golden Reserve Retirement, Llc | Dublin | OH | 07/2024 | Present |
1)American Energy Choice LLC non-investment related- Germantown OH part owner 1/2012 5noninv/inv Receive passive income from business venture of electricity/natural gas supply 2)Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 07/2024 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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