Justin Kodish Dilbeck

Current Employers

Employment History

• 12/2015 → 10/2019
  Morgan Stanley Smith Barney Llc
  Cleveland, OH
• 01/2016 → 10/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2019 → 06/2020
  Commonwealth Financial Network
  Waltham, MA
• 11/2019 → 06/2020
  Eileen M Burkhart & Co., Llc
  Cleveland Heights, OH
• 05/2023 → Present
  Golden Reserve Llc
  Dublin, OH
• 09/2020 → 05/2023
  Personal Development Sabbatical
  Los Angeles, CA

Previous Registrations

• 2019-11-15 → 2020-06-16
  Commonwealth Financial Network
  Cleveland Heights, OH
• 2016-01-15 → 2019-10-28
  Morgan Stanley
  Cleveland, OH
• 2015-03-27 → 2016-01-13
  Valic Financial Advisors, Inc.
  Independence, OH

Other Businesses

1.) Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 05/2023 - 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. 2.) Northshore Real Estate LLC - Non-Investment Related - Start Date 12/2024 - Real Estate Investment - 50% Owner - 5 hrs per month - 0 hrs per month during trading hours. Facilitate ownership of rental property and maintain relationship with property manager.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-26
• S66 Uniform Combined State Law Examination
  2015-03-26

Other Names

• Justin Dilbeck
• Justin K Dilbeck