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
Arrivals at 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 |
|---|---|---|---|---|---|
| Jeremy Guy Hudson | Brookstone Wealth Advisors, LLC no RAUM | Golden Reserve Retirement, LLC independent RIA | Other | Aug 10, 2026 | Sep 14, 2026 (35 d) |
| Tyler Richard Wyss | Howard Bailey Securities, LLC independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Jul 31, 2026 | Aug 12, 2026 |
| Heather M Trbovich | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Golden Reserve Retirement, LLC independent RIA | Wirehouse to independent RIA | Jul 16, 2026 | Aug 5, 2026 |
| Carl Scott Trent | MML Investors Services, LLC BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Jul 17, 2026 |
| Joseph R. Maul | Strategic Advisers LLC national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2026 | Apr 27, 2026 |
| Alexis Domanique Mitchell | Primerica Advisors national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | Apr 30, 2026 |
| Robert Russell Shampine | Mainstay Capital Management, LLC independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Apr 10, 2026 | Apr 8, 2026 |
| Joseph Christopher Satira | Pnc Wealth Management BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Feb 12, 2026 |
| Christian Carson Carey | Ameriprise Financial Services, LLC national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2025 | Nov 24, 2025 (96 d) |
| Michael G. Brodowicz | M Holdings Securities, Inc. BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 18, 2025 | Apr 20, 2025 |
| John Glander | LPL Enterprise, LLC BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2025 | Apr 21, 2025 |
| Anthony Joseph Saulino | Edward Jones national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2025 | Apr 23, 2025 |
| Gregg Michael Indovina | Rfg Advisory, LLC independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Mar 12, 2025 | Apr 23, 2025 (42 d) |
| Paul Jason Brewer | Fisher Investments independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Feb 24, 2025 | Sep 10, 2025 (198 d) |
| Joel Lee Northam | Brookstone Wealth Advisors, LLC no RAUM | Golden Reserve Retirement, LLC independent RIA | Other | Feb 14, 2025 | Mar 12, 2025 |
| Benjamin M Hout | Horter Investment Management, LLC independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Oct 4, 2024 | Oct 22, 2024 |
| Craig Robinette | Oneamerica Securities, Inc. BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2024 | Jun 18, 2026 (681 d) |
| Dustin Knoedler | Mwa Financial Services, Inc. independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Jul 10, 2024 | Jul 31, 2024 |
| Garrett Lantagne | Edward Jones national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2024 | Jul 23, 2024 (46 d) |
| Matthew C Barnes | Pruco Securities, LLC BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2024 | Mar 21, 2024 |
| Douglas Alan Ducker | Valic Financial Advisors, Inc. BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 7, 2023 | Feb 15, 2024 (70 d) |
| Larry E Myers | Cetera Investment Advisers LLC BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2023 | Jul 27, 2023 (44 d) |
| Tyler A Strauer | Charles Schwab & Co., Inc. national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2023 | Jul 27, 2023 (57 d) |
| John Robert Forloine | The Pension Group independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Oct 10, 2022 | Nov 19, 2022 (40 d) |
| David Andrew Paul | U.S. Bancorp Investments, Inc. BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 28, 2022 | Jan 24, 2023 (210 d) |
| Phillip Huff | Independence Wealth Advisors, LLC independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Jan 6, 2022 | Mar 3, 2022 (56 d) |
| Chandler Maurice Groves | Fidelity Personal And Workplace Advisors BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 25, 2021 | Feb 8, 2021 |
| Joshua John Maly | Thrivent Investment Management Inc. BD affiliated | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2021 | Feb 4, 2021 |
| Dominic Joseph Anzevino | Edelman Financial Engines mixed wealth | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Aug 7, 2020 | Sep 13, 2020 (37 d) |
| Justin Kodish Dilbeck | Commonwealth Financial Network national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2020 | Jun 27, 2023 (1106 d) |
| Nicholas James Evans | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Golden Reserve Retirement, LLC independent RIA | Wirehouse to independent RIA | Feb 21, 2020 | Feb 10, 2020 |
| Christina Lynne Taylor | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Golden Reserve Retirement, LLC independent RIA | Wirehouse to independent RIA | Oct 23, 2019 | Feb 4, 2021 (470 d) |
| Shawn Dale Hogan | Ae Wealth Management, LLC independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | May 7, 2019 | Jul 19, 2019 (73 d) |
| Bart Alan Patterson | Parady Wealth Management independent RIA | Golden Reserve Retirement, LLC independent RIA | RIA to RIA | Jun 26, 2018 | Sep 12, 2018 (78 d) |
| Patrick Thomas Schmidt | Global Financial Private Capital, Inc. other | Golden Reserve Retirement, LLC independent RIA | Other | Apr 15, 2016 | May 12, 2016 |
| Benjamin K Person | Pnc Wealth Management other | Golden Reserve Retirement, LLC independent RIA | Other | Sep 23, 2013 | Jul 18, 2016 (1029 d) |
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36 moves match.