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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-22 |
| MI | RA | APPROVED | 2025-07-21 |
| MO | RA | APPROVED | 2025-07-18 |
| NC | RA | APPROVED | 2025-07-18 |
| PA | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED_RES | 2025-07-18 |
| VA | RA | APPROVED | 2025-07-18 |
| NE | RA | APPROVED | 2025-07-17 |
| TN | RA | APPROVED | 2025-07-17 |
| OH | RA | APPROVED | 2022-03-03 |
Branch Locations
200 Prosperity Drive, Knoxville, TN 37923 • 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 |
|---|---|---|---|---|
| Golden Reserve | Cleveland | OH | 01/2016 | 10/2019 |
| Golden Reserve, Llc | Dublin | OH | 03/2017 | 09/2019 |
| Alphastar Capital Management, Llc | Cornelius | NC | 10/2019 | 04/2020 |
| Independence Wealth Advisors | Independence | OH | 10/2019 | 01/2022 |
| Independence Wealth Advisors, Llc | Independence | OH | 01/2020 | 01/2022 |
| Golden Reserve Ria, Llc | Dublin | OH | 01/2022 | Present |
| Golden Reserve | Gahanna | OH | 01/2022 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-27 |
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