Craig Robinette

GOLDEN RESERVE RETIREMENT

DUBLIN, OH 43017

CRD#: 4479226

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Professional summary

Craig Robinette is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Dublin, Ohio.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Craig has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Robinette's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 18, 2026 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 270 Bradenton Avenue, Dublin, OH 43017

RIA

CRD#: 283588

DUBLIN, OH

Past

August 15, 2024 - March 9, 2026

P.J. ROBB VARIABLE, LLC

CRD#: 38339

MEMPHIS, TN

Past

July 15, 2024 - August 6, 2024

ONEAMERICA SECURITIES, INC.

CRD#: 4173

COLUMBUS, OH

Past

April 24, 2024 - August 6, 2024

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

COLUMBUS, OH

Past

October 28, 2021 - June 12, 2023

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

Grandview Heights, OH

Past

October 28, 2021 - June 12, 2023

NATIONWIDE SECURITIES, LLC

CRD#: 11173

Grandview Heights, OH

Past

May 23, 2018 - October 20, 2021

EQUITY SERVICES, INC.

RIA

CRD#: 265

WESTERVILLE, OH

Past

May 23, 2018 - October 20, 2021

EQUITY SERVICES, INC.

CRD#: 265

WESTERVILLE, OH

Past

December 24, 2014 - June 6, 2018

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

DUBLIN, OH

Past

October 28, 2014 - June 6, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

DUBLIN, OH

Past

February 26, 2014 - October 1, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

WORTHINGTON, OH

Past

January 4, 2007 - February 11, 2014

ROBINETTE WEALTH MANAGEMENT

RIA

CRD#: 142140

WESTERVILLE, OH

Past

June 29, 2005 - October 12, 2006

BEST ADVISORY SERVICES

RIA

CRD#: 119858

WESTERVILLE, OH

Past

March 20, 2003 - July 14, 2005

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

April 17, 2002 - March 20, 2003

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/30/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/14/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/6/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/25/2014

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/8/2017

General Securities Principal Examination

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/30/2021 Terminated)

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Contact information

Main Address

270 Bradenton Avenue, Dublin, OH 43017

Mailing Address

Phone number

(855) 456-4777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts	2,183
AUM (Assets Under Management)	$ 310,932,597

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Craig Robinette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Robinette's CRS (Customer Relationship Summary).

Certified licenses

Experience

P.J. ROBB VARIABLE, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

MML INVESTORS SERVICES, LLC

ROBINETTE WEALTH MANAGEMENT

BEST ADVISORY SERVICES

FORESTERS EQUITY SERVICES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

Primary Firm SEC Registration

GOLDEN RESERVE RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/14/2014

Series 65

Date: 12/6/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/10/2016

Series 6

Date: 2/25/2014

Series 24

Date: 12/8/2017

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDEN RESERVE RETIREMENT, LLC

TRUST BUT VERIFY

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