DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Paul Jason Brewer

Golden Reserve Retirement, LLCindependent RIADublin, Oh IA-onlyIAPD 4027395

Feed of 09/15/2026

Also filed as Paul J Brewer

At current firm

1 y

since Sep 10, 2025

In the industry

26 y

since Jan 3, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: goldenreserve.com/about/paul-brewerreportedgoldenreserve.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Golden Reserve Retirement, LLC independent RIA current
since Sep 10, 2025 · Indianapolis, In
Fisher Investments independent RIA
Nov 15, 2024 to Feb 24, 2025 · Tampa, Fl
Capital Client Group, Inc. no RAUM
Jan 10, 2017 to Sep 30, 2024 · Carmel, In
LPL Financial LLC BD affiliated
May 18, 2015 to Dec 13, 2016 · Valparaiso, In
Charles Schwab & Co., Inc. national BD
Jun 2, 2006 to May 28, 2013 · Fishers (Indianapolis), In
Chase Investment Services Corp. former
Sep 6, 2005 to Mar 6, 2006 · Indianpolis, In
Valic Financial Advisors, Inc. BD affiliated
Jul 8, 2004 to Apr 26, 2005 · Merillville, In

Moves

a registration end followed by a registration begin elsewhere

Fisher Investments to Golden Reserve Retirement, LLC
left Feb 24, 2025, registered Sep 10, 2025 (198 days) · RIA to RIA
Capital Client Group, Inc. to Fisher Investments
left Sep 30, 2024, registered Nov 15, 2024 (46 days) · Other
LPL Financial LLC to Capital Client Group, Inc.
left Dec 13, 2016, registered Jan 10, 2017 (28 days) · Other
Charles Schwab & Co., Inc. to LPL Financial LLC
left May 28, 2013, registered May 18, 2015 (720 days) · Other
Chase Investment Services Corp. to Charles Schwab & Co., Inc.
left Mar 6, 2006, registered Jun 2, 2006 (88 days) · Other
Valic Financial Advisors, Inc. to Chase Investment Services Corp.
left Apr 26, 2005, registered Sep 6, 2005 (133 days) · Other

Signals

Paul Jason Brewer left Fisher Investments for Golden Reserve Retirement, Llc (registered 2025-09-10)
Feb 24, 2025 · Advisor changed firm · fact
Paul Jason Brewer left Capital Client Group, Inc. for Fisher Investments (registered 2024-11-15)
Sep 30, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address