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Advisor at GOLDEN RESERVE RETIREMENT, LLC
DUBLIN, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GOLDEN RESERVE RETIREMENT, LLC | Independent wealth | Nov 24, 2025 | n/a | yes | DUBLIN, OH | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Mar 15, 2024 | Aug 20, 2025 | no | Columbus, OH|COLUMBUS, OH|GAHANNA, OH|Columbus, OH | Previous registration |
| EDWARD JONES | National bd RIA | Sep 21, 2020 | Aug 25, 2021 | no | Springfield, OH|POWELL, OH|ST LOUIS, MO|SPRINGFIELD, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | GOLDEN RESERVE RETIREMENT, LLC | Aug 20, 2025 | Nov 24, 2025 | 96 | Firm change | Ibd to RIA |
| EDWARD JONES | AMERIPRISE FINANCIAL SERVICES, LLC | Aug 25, 2021 | Mar 15, 2024 | 933 | Firm change after gap | Ibd to ibd |