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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-03 |
| OK | RA | APPROVED | 2025-09-24 |
| TN | RA | APPROVED | 2025-08-01 |
| FL | RA | APPROVED | 2025-07-17 |
| NE | RA | APPROVED | 2025-05-15 |
| NC | RA | APPROVED | 2025-05-14 |
| VA | RA | APPROVED | 2025-05-14 |
| KS | RA | APPROVED | 2025-02-11 |
| MO | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED_RES | 2022-05-24 |
| OH | RA | APPROVED | 2018-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Reserve Retirement, Llc | Dublin | OH | 02/2017 | Present |
| James Hardie Building Products | Columbus | OH | 01/2016 | 01/2017 |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 02/2017 - 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. Owner of Brick Street Capital, LLC at 1116 Knowlton Rd, Bellefontaine, OH 43311 as of 6/21/2022. Rental properties. Not investment related. 10 hours a month devoted to other business not during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
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