Devan D. Cropp

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CRD#: 6446495

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Devan Daniel Cropp, who also goes by Devan Daniel Cropp, was a registered financial professional .

Devan is a previously registered financial professional and started their career in finance in 2015. Devan had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Devan Daniel Cropp

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 18, 2020 - August 12, 2021

GOLDEN RESERVE RETIREMENT, LLC

RIA

CRD#: 283588

DELAWWARE, OH

Past

June 26, 2015 - April 19, 2017

EDWARD JONES

RIA

CRD#: 250

dublin, OH

Past

March 24, 2015 - April 19, 2017

EDWARD JONES

CRD#: 250

dublin, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 4/10/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/2015

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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Devan D. Cropp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GOLDEN RESERVE RETIREMENT, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

GOLDEN RESERVE RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/10/2015

SIE

Date: 4/19/2017

Series 7

Date: 3/24/2015

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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