Joseph R. Maul

GOLDEN RESERVE RETIREMENT

Dublin, OH 43017

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CRD#: 5903898

Professional summary

Joseph R. Maul, who also goes by Joseph Ryan Maul, Joseph Maul, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Dublin, Ohio.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joseph has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Ryan Maul | Joseph Maul

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 Joseph R. Maul'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

April 27, 2026 - Present

GOLDEN RESERVE RETIREMENT, LLC

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

RIA

CRD#: 283588

Dublin, OH

Past

March 31, 2025 - May 12, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COLUMBUS, OH

Past

July 15, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

COLUMBUS, OH

Past

July 9, 2021 - May 12, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COLUMBUS, OH

Past

May 7, 2021 - June 28, 2021

MEEDER ADVISORY SERVICES, INC.

RIA

CRD#: 106814

DUBLIN, OH

Past

June 5, 2019 - May 7, 2021

MEEDER ASSET MANAGEMENT, INC.

RIA

CRD#: 105794

DUBLIN, OH

Past

October 3, 2018 - June 22, 2021

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773

DUBLIN, OH

Past

May 15, 2017 - September 27, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

COLUMBUS, OH

Past

May 15, 2017 - September 27, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

COLUMBUS, OH

Past

August 17, 2011 - May 5, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COLUMBUS, OH

Past

June 6, 2011 - April 27, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

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

Ohio
(4/27/2026)

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

IAR

Series 66

Date: 8/16/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/13/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/15/2017

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

Joseph R. Maul

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph R. Maul's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MEEDER ADVISORY SERVICES, INC.

MEEDER ASSET MANAGEMENT, INC.

MEEDER DISTRIBUTION SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

GOLDEN RESERVE RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/16/2011

Series 63

Date: 6/13/2011

SIE

Date: 9/27/2018

Series 7

Date: 6/3/2011

Series 24

Date: 9/15/2017

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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