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Advisor at GOLDEN RESERVE RETIREMENT, LLC
Dayton, 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 31, 2024 | n/a | yes | Dayton, OH|DUBLIN, OH | Current employment |
| MWA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Aug 3, 2022 | Jul 10, 2024 | no | Cincinnati, OH|Bowling Green, OH|Cincinnati, OH | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Jan 25, 2022 | Jun 21, 2022 | no | INDIANAPOLIS, IN|Cincinnati, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MWA FINANCIAL SERVICES, INC. | GOLDEN RESERVE RETIREMENT, LLC | Jul 10, 2024 | Jul 31, 2024 | 21 | Firm change | RIA to RIA |
| ONEAMERICA SECURITIES, INC. | MWA FINANCIAL SERVICES, INC. | Jun 21, 2022 | Aug 3, 2022 | 43 | Firm change | Ibd to RIA |