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

Joseph R. Maul

Golden Reserve Retirement, LLCindependent RIADublin, Oh IA-onlyIAPD 5903898

Feed of 09/15/2026

Also filed as Joseph Ryan Maul

At current firm

0 y

since Apr 27, 2026

In the industry

15 y

since Mar 1, 2011 (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/joe-maulreportedgoldenreserve.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 Apr 27, 2026 · Dublin, Oh
Strategic Advisers LLC national BD
Mar 31, 2025 to May 12, 2026 · Delaware, Oh
Fidelity Personal And Workplace Advisors former
Jul 15, 2021 to Mar 31, 2025 · Columbus, Oh
Meeder Advisory Services, Inc. independent RIA
May 7, 2021 to Jun 28, 2021 · Dublin, Oh
Meeder Asset Management, Inc. asset manager
Jun 5, 2019 to May 7, 2021 · Dublin, Oh
J.P. Morgan Securities LLC wirehouse
May 15, 2017 to Sep 27, 2018 · Columbus, Oh
Strategic Advisers LLC national BD
Aug 17, 2011 to May 5, 2017 · Covington, Ky

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Golden Reserve Retirement, LLC
left May 12, 2026, registered Apr 27, 2026 (-15 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Meeder Advisory Services, Inc. to Fidelity Personal And Workplace Advisors
left Jun 28, 2021, registered Jul 15, 2021 (17 days) · RIA to affiliated broker-dealer or bank
Meeder Asset Management, Inc. to Meeder Advisory Services, Inc.
left May 7, 2021, registered May 7, 2021 (0 days) · Other · moved with a team
J.P. Morgan Securities LLC to Meeder Asset Management, Inc.
left Sep 27, 2018, registered Jun 5, 2019 (251 days) · Other
Strategic Advisers LLC to J.P. Morgan Securities LLC
left May 5, 2017, registered May 15, 2017 (10 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Joseph R. Maul left Strategic Advisers Llc for Golden Reserve Retirement, Llc (registered 2026-04-27)
May 12, 2026 · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address