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RIA / WealthAdvisor15 years in industry

JOSEPH R. MAUL

Advisor at GOLDEN RESERVE RETIREMENT, LLC

DUBLIN, OH | Dublin, OH

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Search this name across graphsid dfx:ria:8588fb89-85ed-bcda-0157-cba09c8cea49

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 17, 2011 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOLDEN RESERVE RETIREMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jun 13, 2011
First registration: Aug 17, 2011
Dual registered: no
Other names: JOSEPH RYAN MAUL|JOSEPH MAUL
IAPD individual key: 5903898

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOLDEN RESERVE RETIREMENT, LLC	Independent wealth	Apr 27, 2026	n/a	yes	DUBLIN, OH\|Dublin, OH	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	May 12, 2026	no	DELAWARE, OH\|COLUMBUS, OH\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 15, 2021	Mar 31, 2025	no	COLUMBUS, OH	Previous registration
MEEDER ADVISORY SERVICES, INC.	Independent wealth	May 7, 2021	Jun 28, 2021	no	DUBLIN, OH	Previous registration
MEEDER ASSET MANAGEMENT, INC.	Asset manager	Jun 5, 2019	May 7, 2021	no	DUBLIN, OH	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 15, 2017	Sep 27, 2018	no	COLUMBUS, OH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 17, 2011	May 5, 2017	no	COVINGTON, KY\|COLUMBUS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	GOLDEN RESERVE RETIREMENT, LLC	May 12, 2026	Apr 27, 2026	-15	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MEEDER ADVISORY SERVICES, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 28, 2021	Jul 15, 2021	17	Firm change	RIA to ibd
MEEDER ASSET MANAGEMENT, INC.	MEEDER ADVISORY SERVICES, INC.	May 7, 2021	May 7, 2021	0	Firm change	Other
J.P. MORGAN SECURITIES LLC	MEEDER ASSET MANAGEMENT, INC.	Sep 27, 2018	Jun 5, 2019	251	Firm change	Other
STRATEGIC ADVISERS LLC	J.P. MORGAN SECURITIES LLC	May 5, 2017	May 15, 2017	10	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105794:106814:OH:2021-05-05	May 7, 2021	May 7, 2021	DUBLIN, OH	Firm change

Relationships

Registered with (6)

→ GOLDEN RESERVE RETIREMENT, LLCRegistered adviserregistration: current employment
Apr 27, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to May 12, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 15, 2021 to Mar 31, 2025factForm ADV
→ MEEDER ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 7, 2021 to Jun 28, 2021factForm ADV
→ MEEDER ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 5, 2019 to May 7, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 15, 2017 to Sep 27, 2018factForm ADV

Dated events

Occurred
May 12, 2026
Advisor changed firm
Joseph R. Maul left Strategic Advisers Llc for Golden Reserve Retirement, Llc (registered 2026-04-27)
Form ADVobserved 3 days ago