DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GOLDEN RESERVE RETIREMENT, LLC
Maumee, OH | 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 | Jul 27, 2023 | n/a | yes | Maumee, OH|DUBLIN, OH | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 16, 2020 | May 31, 2023 | no | Perrysburg, OH | Previous registration |
| EDWARD JONES | National bd RIA | Nov 14, 2017 | Dec 14, 2020 | no | DEFIANCE, OH|TEMPE, AZ|Ottawa, OH|ST LOUIS, MO|DEFIANCE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | GOLDEN RESERVE RETIREMENT, LLC | May 31, 2023 | Jul 27, 2023 | 57 | Firm change | Ibd to RIA |
| EDWARD JONES | CHARLES SCHWAB & CO., INC. | Dec 14, 2020 | Dec 16, 2020 | 2 | Firm change | Ibd to ibd |