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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-30 |
Branch Locations
270 Bradenton Avenue, Dublin, OH 43017 • United States
925 Congress Park Drive Suite A, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cincinnati | OH | 02/2022 | 04/2026 |
| Pfs Investments Inc. | Cincinnati | OH | 08/2022 | 04/2026 |
| Herbalife Nutrition | Cincinnati | OH | 03/2021 | 02/2022 |
| Bdo Usa | Cleveland | OH | 05/2019 | 03/2021 |
| Lake Erie College | Cleveland | OH | 08/2015 | 05/2019 |
| Golden Reserve Retirement, Llc | Dayton | OH | 04/2026 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 04/2026 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-05 |
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