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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-04 |
| TN | RA | APPROVED | 2025-11-26 |
| NE | RA | APPROVED | 2025-10-10 |
| IN | RA | APPROVED | 2025-10-03 |
| KY | RA | APPROVED | 2025-10-03 |
| MI | RA | APPROVED | 2025-10-03 |
| MO | RA | APPROVED | 2025-10-03 |
| NC | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-10-03 |
| VA | RA | APPROVED | 2025-10-03 |
| OH | RA | APPROVED | 2025-01-14 |
Branch Locations
200 Prosperity Drive, Knoxville, TN 37923 • United States
5054 Waterford Drive Suite A, Sheffield Village, OH 44035 • 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 |
|---|---|---|---|---|
| El Fitness | Cleveland | OH | 08/2015 | 10/2016 |
| Cleveland Fitness Revolution | Broadview Hts | OH | 03/2014 | 10/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2016 | 01/2025 |
| Northwestern Mutual Investment Services Llc | Cleveland | OH | 11/2016 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2018 | 01/2025 |
| Gibbs Butcher And Brews | Olmsted Falls | OH | 06/2023 | 01/2025 |
| Golden Reserve Retirement, Llc | Dublin | OH | 01/2025 | Present |
1. Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 01/2025 - 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. 2. BARTENDER/SERVER, GIBBS BUTCHER AND BREWS, 8154 COLUMBIA RD, OLMSTED FALLS, , OHIO, 44138, UNITED STATES OF AMERICA, NON-INVESTMENT RELATED -GENERAL EMPLOYMENT, START DATE: 06/14/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, BARTEND/SERVER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-02 |
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