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

Justin Kodish Dilbeck

Golden Reserve Retirement, LLCindependent RIADublin, Oh IA-onlyIAPD 6219306

Feed of 09/15/2026

Also filed as Justin Dilbeck

At current firm

3 y

since Jun 27, 2023

In the industry

11 y

since Mar 26, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

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/justin-dilbeckreportedgoldenreserve.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 Jun 27, 2023 · Dublin, Oh
Commonwealth Financial Network national BD
Nov 15, 2019 to Jun 16, 2020 · Cleveland Heights, Oh
Morgan Stanley wirehouse
Jan 15, 2016 to Oct 28, 2019 · Cleveland, Oh
Valic Financial Advisors, Inc. BD affiliated
Mar 27, 2015 to Jan 13, 2016 · Independence, Oh

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Golden Reserve Retirement, LLC
left Jun 16, 2020, registered Jun 27, 2023 (1106 days) · Affiliated broker-dealer or bank to independent RIA
Morgan Stanley to Commonwealth Financial Network
left Oct 28, 2019, registered Nov 15, 2019 (18 days) · Wirehouse to affiliated broker-dealer or bank
Valic Financial Advisors, Inc. to Morgan Stanley
left Jan 13, 2016, registered Jan 15, 2016 (2 days) · Other

Signals

No dated event on this person.

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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address