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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-10 |
| OH | RA | APPROVED | 2023-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Canton South | OH | 03/2017 | 05/2018 |
| Lowe's Home Improvement | North Canton | OH | 01/2016 | 03/2017 |
| Citizens Securities, Inc | Canton | OH | 07/2017 | 05/2018 |
| Farmers National Bank | Massillon | OH | 05/2018 | 06/2023 |
| Cetera Investment Services Llc | St.CLoud | MN | 06/2018 | 06/2023 |
| Cetera Investment Advisers Llc | Massillon | OH | 07/2018 | 06/2023 |
| Golden Reserve Ria | Canton | OH | 07/2023 | Present |
1.) UBER EATS & DOORDASH, FOOD DELIVERY 2.) Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 07/2023 - 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
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