Carl Trent has been an investment adviser representative at Golden Reserve Retirement since July 2026, and is not listed among the firm’s executive officers or direct owners. Carl Trent studied at Northern Kentucky University.
Golden Reserve Retirement, LLC is a Dublin, OH firm with $544M under management, 2,008 clients and 22 advisers across 46 offices, as of its March 2026 filing.
Scott Trent is a Senior Retirement Planner of Golden Reserve. He has served clients across financial planning for over 25 years, and his experience includes coaching fellow advisors and managing large-scale firm operations for Fortune 500 companies.
Carl Trent’s longest registration was 4 years at MML Investors Services, LLC (2022–2026). Before joining Golden Reserve Retirement in 2026, Carl Trent was registered through MML Investors Services, LLC and W&S Brokerage Services, Inc.
- – present · under a yearCincinnati, OH · Adviser representative · Firm CRD 283588
- MML Investors Services, LLC– · 4 yearsCincinnati, OH · Adviser representative · Firm CRD 10409
- W&S Brokerage Services, Inc.– · 2 yearsWest Chester, OH · Adviser representative · Firm CRD 8099
- MML Investors Services, LLC– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 10409
- Park Avenue Securities LLC– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 46173
- Park Avenue Securities LLC– · under a yearCincinnati, OH · Adviser representative · Firm CRD 46173
Professional designations
Listed by Golden Reserve Retirement
- Retirement Income Certified Professional (RICP®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Carl Trent is registered as an investment adviser representative in Ohio, since July 2026.
- OhioSince 17 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 18 April 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 February 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 December 2016 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 19 November 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 April 2005 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Carl Scott Trent
- CRD
- 4263876
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 9545 Kenwood Road Suite 204, Cincinnati, OH 45242
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenreserve.com
Where does Carl Trent work?
Carl Trent is an investment adviser representative registered through Golden Reserve Retirement, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Carl Trent a financial advisor?
Yes. Carl Trent has a current investment-adviser registration in Ohio, through Golden Reserve Retirement since July 2026.
How many years of experience does Carl Trent have?
Carl Trent has 20 years in the financial industry, since September 2006, across 4 adviser firms.
What exams has Carl Trent passed?
Carl Trent has passed 5 licensing exams: the Series 6, Series 26, Series 63, Series 65 and Series 7TO. The earliest, the Series 6, was passed in April 2005. FINRA credited Carl Trent with the SIE, which began in October 2018.
Where did Carl Trent work before Golden Reserve Retirement?
Before Golden Reserve Retirement, Carl Trent was registered through MML Investors Services, LLC, June 2022 to July 2026; W&S Brokerage Services, Inc., October 2019 to May 2022; MML Investors Services, LLC, July 2018 to October 2019; Park Avenue Securities LLC, July 2016 to July 2018; Park Avenue Securities LLC, May 2013 to February 2014.
Where is Carl Trent based?
Carl Trent’s registered office is in Cincinnati, OH.
Is Carl Trent registered with FINRA?
No. Carl Trent has no current broker registration.
How can I verify Carl Trent’s record?
Search CRD 4263876 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carl Trent’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner