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.
Advisor moves
Departures from Golden Reserve Retirement, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gregg Michael Indovina | Golden Reserve Retirement, LLC independent RIA | Mdrn Capital independent RIA | RIA to RIA | Aug 10, 2026 | Aug 20, 2026 |
| Christian Alan Norman | Golden Reserve Retirement, LLC independent RIA | Mdrn Capital independent RIA | RIA to RIA | Jun 22, 2026 | Jun 16, 2026 |
| Drew M Gill | Golden Reserve Retirement, LLC independent RIA | Enza Financial, LLC independent RIA | RIA to RIA | May 5, 2026 | Jul 17, 2026 (73 d) |
| Michael G. Brodowicz | Golden Reserve Retirement, LLC independent RIA | Rehmann Wealth independent RIA | RIA to RIA | Apr 27, 2026 | May 18, 2026 |
| Anthony Joseph Saulino | Golden Reserve Retirement, LLC independent RIA | Horter Investment Management, LLC independent RIA | RIA to RIA | Sep 13, 2025 | Dec 1, 2025 (79 d) |
| Garrett Lantagne | Golden Reserve Retirement, LLC independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Sep 13, 2025 | Nov 19, 2025 (67 d) |
| Douglas Alan Ducker | Golden Reserve Retirement, LLC independent RIA | Omega Wealth Private Capital LLC state registered | RIA to a state-registered adviser | Nov 4, 2024 | Feb 25, 2025 (113 d) |
| David Andrew Paul | Golden Reserve Retirement, LLC independent RIA | Stirlingshire Investments independent RIA | RIA to RIA | Feb 20, 2024 | Jun 11, 2024 (112 d) |
| Joshua John Maly | Golden Reserve Retirement, LLC independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Jul 28, 2023 | Aug 25, 2023 |
| Matthew Thomas Leddy | Golden Reserve Retirement, LLC independent RIA | Mdrn Capital independent RIA | RIA to RIA | Jul 28, 2023 | Apr 18, 2024 (265 d) |
| Christina Lynne Taylor | Golden Reserve Retirement, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 11, 2022 | Jan 11, 2023 (61 d) |
| Bart Alan Patterson | Golden Reserve Retirement, LLC independent RIA | Zenith Advisory Group, LLC independent RIA | RIA to RIA | Jun 21, 2022 | Jul 13, 2022 |
| Patrick Thomas Schmidt | Golden Reserve Retirement, LLC independent RIA | Lasting Mark Retirement Group LLC state registered | RIA to a state-registered adviser | Jun 21, 2022 | Feb 28, 2024 (617 d) |
| Shawn Dale Hogan | Golden Reserve Retirement, LLC independent RIA | Finish Well Ria LLC independent RIA | RIA to RIA | Jun 21, 2022 | Jun 30, 2022 |
| Chandler Maurice Groves | Golden Reserve Retirement, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 18, 2022 | Apr 6, 2022 |
| Dominic Joseph Anzevino | Golden Reserve Retirement, LLC independent RIA | Cetera Planning Partners independent RIA | RIA to RIA | Aug 2, 2021 | Aug 16, 2021 |
| Nicholas James Evans | Golden Reserve Retirement, LLC independent RIA | Cm Wealth Advisors LLC mixed wealth | RIA to RIA | Aug 2, 2021 | Oct 7, 2021 (66 d) |
| Max Mollaun | Golden Reserve Retirement, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Mar 14, 2021 | Oct 24, 2025 (1685 d) |
| Austin Robert Mauk | Golden Reserve Retirement, LLC independent RIA | Independence Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 12, 2021 | Apr 1, 2021 (48 d) |
| Hayden Harrison Ludwig | Golden Reserve Retirement, LLC independent RIA | Valeo Financial Advisors, LLC independent RIA | RIA to RIA | Dec 21, 2020 | Feb 10, 2022 (416 d) |
| Benjamin K Person | Golden Reserve Retirement, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2020 | Jun 18, 2020 (85 d) |
| Phillip Huff | Golden Reserve Retirement, LLC independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Sep 30, 2019 | Oct 23, 2019 |
| Michael J Messmer | Golden Reserve Retirement, LLC independent RIA | Messmer Capital Advisors LLC independent RIA | RIA to RIA | Jun 21, 2019 | Oct 28, 2019 (129 d) |
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23 moves match.