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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Dublin | OH | 11/2016 | 04/2021 |
| Nylife Securities Llc | Dublin | OH | 11/2016 | 04/2021 |
| Penn Mutual Life Insurance/ 21St Century Financial | Horsham | PA | 02/2021 | 04/2022 |
| Hornor, Townsend & Kent Llc | Horsham | PA | 04/2021 | 05/2022 |
| Jpmorgan Chase Bank, N.A. | Upper Arlington | OH | 05/2022 | 11/2025 |
| J.P. Morgan Securities Llc | Upper Arlington | OH | 05/2022 | 11/2025 |
| Unemployed | Columbus | OH | 05/2016 | 11/2016 |
| Golden Reserve Retirement, Llc | Dublin | OH | 06/2026 | Present |
| Unemployed | Dublin | OH | 11/2025 | 06/2026 |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 06/2026 - 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 | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-22 |
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