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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-12 |
| PA | RA | APPROVED | 2026-02-12 |
Branch Locations
270 Bradenton Avenue, Dublin, OH 43017 • United States
375 Southpoint Blvd Suite 360, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Pittsburgh | PA | 05/2025 | 01/2026 |
| Pnc Bank | Pittsburgh | PA | 12/2023 | 05/2025 |
| Pnc Bank | Pittsburgh | PA | 04/2022 | 12/2023 |
| Pnc Bank | Pittsburgh | PA | 03/2021 | 04/2022 |
| Pnc Bank | Pittsburgh | PA | 07/2019 | 03/2021 |
| Washington And Jefferson College | Washington | PA | 09/2015 | 06/2019 |
| Golden Reserve Retirement, Llc | Dublin | OH | 01/2026 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 01/2026 - 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 | 2025-06-27 |
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