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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-21 |
Branch Locations
270 Bradenton Avenue, Dublin, OH 43017 • United States
12900 N. Meridian Street Suite 100, Carmel, IN 46032 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Indianapolis | IN | 08/2017 | 05/2018 |
| Blackbaud | Charleston | SC | 05/2017 | 08/2017 |
| Glander Orthodontics | Indianapolis | IN | 05/2014 | 08/2017 |
| University Of Dayton | Dayton | OH | 04/2017 | 05/2017 |
| Charles Schwab | Indianapolis | IN | 06/2011 | 01/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2020 | 07/2021 |
| Northwestern Mutual Investment Services Llc | Zionsville | IN | 03/2020 | 07/2021 |
| Northwestern Mutual | Indianapolis | IN | 01/2020 | 07/2021 |
| Trustwealth Strategies | Indianapolis | IN | 07/2021 | 12/2021 |
| Trustwealth Strategies | Indianapolis | IN | 08/2021 | 12/2021 |
| Pruco Securities Llc | Indianapolis | IN | 05/2023 | 11/2024 |
| Bmo Harris Bank | Zionsville | IN | 12/2021 | 05/2023 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 06/2023 | 04/2025 |
| Lpl Enterprise, Llc | Indianapolis | IN | 11/2024 | 04/2025 |
| Golden Reserve Retirement, Llc | Dublin | OH | 04/2025 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 04/2025 - 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 | 2019-04-08 |
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