Heather M. Trbovich

GOLDEN RESERVE RETIREMENT

Troy, MI 48084

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CRD#: 6128751

Professional summary

Heather M Trbovich, who also goes by Heather Marie Johnston, Heather Johnston, Heather Marie Trbovich, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Troy, Michigan.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Heather has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Heather Marie Johnston | Heather Johnston | Heather Marie Trbovich

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.

I*2028264, Entity Type, Entity for Profit, Name of OBA: Modere, Address: Shelby Township, MI, 48316, Investment Related: No, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 04/29/2019, No Hours: 10hrs/Weekly, No Hours during trading: 0, Duties: Network Marketing - affiliate for supplement brand "Modere". Self-employed, paid via 1099. I*3827298 Entity Type: Entity For Profit Name of OBA: Cornerstone Travel Address: Shelby Township, Michigan, 48316 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 03/01/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: Affiliate for travel bookings Travel bookings affiliate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather M Trbovich'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

August 5, 2026 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 901 Wilshire Dr. Suite 550, Troy, MI 48084

RIA

CRD#: 283588

Troy, MI

Past

October 22, 2024 - July 16, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLINTON TOWNSHIP, MI

Past

October 22, 2024 - July 16, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLINTON TOWNSHIP, MI

Past

January 24, 2018 - March 17, 2023

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

Shelby Township, MI

Past

March 9, 2017 - March 17, 2023

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

Shelby Township, MI

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

Michigan
(8/5/2026)

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: 1/22/2018

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: 3/9/2017

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 (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

Heather M. Trbovich

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather M Trbovich's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

GOLDEN RESERVE RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/9/2017

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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