John R. Forloine

GOLDEN RESERVE RETIREMENT

Gahanna, OH 43230

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CRD#: 5867892

Professional summary

John Robert Forloine, AIF®, CFP® is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Gahanna, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 6 firms and has passed the Series 66, SIE and Series 7 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.

Golden Reserve, LLC - Not Investment Related - At reported business location(s) - Commissionable Insurance Sales - 10/10/2022 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hrs Per Month, 6.5 hours during trading Hrs devoted to this activity. As a licensed insurance agent recommend and sale commissionable insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Forloine'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 19, 2022 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 698b Morrison Rd, Gahanna, OH 43230

RIA

CRD#: 283588

Gahanna, OH

Past

August 4, 2021 - October 10, 2022

THE PENSION GROUP

RIA

CRD#: 293819

DUBLIN, OH

Past

August 28, 2018 - August 10, 2021

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MARYSVILLE, OH

Past

August 28, 2018 - August 10, 2021

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MARYSVILLE, OH

Past

November 1, 2016 - August 20, 2018

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

COLUMBUS, OH

Past

November 1, 2016 - August 20, 2018

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

June 27, 2013 - October 17, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

UPPER ARLINGTON, OH

Past

June 27, 2013 - October 17, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

UPPER ARLINGTON, OH

Past

February 7, 2011 - June 28, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

COLUMBUS, OH

Past

January 17, 2011 - June 28, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

COLUMBUS, OH

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

Arizona
(8/4/2025)

IAR

Florida
(9/15/2025)

IAR

Missouri
(7/10/2025)

IAR

Nebraska
(7/31/2025)

IAR

North Carolina
(7/10/2025)

IAR

Ohio
(11/19/2022)

IAR

Texas
(3/24/2025)

IAR

Virginia
(7/11/2025)

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

IAR

Series 66

Date: 2/4/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/14/2011

General Securities Representative 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 (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (8/1/2025)

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

John R. Forloine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Forloine's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PENSION GROUP

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

GOLDEN RESERVE RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2011

SIE

Date: 10/1/2018

Series 7

Date: 1/14/2011

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

Contact information

SEC notice filing (28 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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