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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-16 |
| NC | RA | APPROVED | 2026-02-13 |
| AZ | RA | APPROVED | 2026-02-12 |
| MO | RA | APPROVED | 2025-03-25 |
| VA | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED_RES | 2025-03-24 |
| OH | RA | APPROVED | 2023-07-27 |
Branch Locations
1925 Indian Wood Circle Suite A, Maumee, OH 43437 • United States
270 Bradenton Avenue, Dublin, OH 43017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2017 | 12/2020 |
| Adp Rpo | Findlay | OH | 02/2016 | 09/2017 |
| Charles Schwab & Co., Inc. | Perrysburg | OH | 12/2020 | 05/2023 |
| Golden Reserve Ria | Kalida | OH | 07/2023 | Present |
Golden Reserve, LLC - Not Investment Related - At reported business location(s) - Commissionable Insurance Sales - 07/26/2023 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hrs Per Month, 6.5 hours per day during trading hours devoted to this activity. As a licensed insurance agent recommend and sale commissionable insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
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