Todd White has been an investment adviser representative at Golden Reserve Retirement since February 2018, and is not listed among the firm’s executive officers or direct owners.
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.
Investment adviser representative registrations
Todd White is registered as an investment adviser representative in 14 states, as a resident of Texas. The first approvals date from February 2018; the most recent are Michigan and Pennsylvania, in October 2026.
- ArizonaSince 3 March 2026
- FloridaSince 17 July 2025
- KansasSince 11 February 2025
- KentuckySince 5 October 2026
- MichiganSince 6 October 2026
- MissouriSince 11 February 2025
- NebraskaSince 15 May 2025
- North CarolinaSince 14 May 2025
- OhioSince 12 February 2018
- OklahomaSince 24 September 2025
- PennsylvaniaSince 6 October 2026
- TennesseeSince 1 August 2025
- TexasResidentSince 24 May 2022
- VirginiaSince 14 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Todd Dee White
- CRD
- 6907108
- Firm
- Golden Reserve Retirement · CRD 283588
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Todd White work?
Todd White is an investment adviser representative registered through Golden Reserve Retirement, LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Todd White a financial advisor?
Yes. Todd White has a current investment-adviser registration in Arizona, Florida, Kansas, Kentucky, Michigan, Missouri, Nebraska, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas and Virginia, through Golden Reserve Retirement since February 2018.
How many years of experience does Todd White have?
Todd White has 8 years in the financial industry, since February 2018, across 1 adviser firm.
What exams has Todd White passed?
Todd White passed the Series 65 in February 2018.
Is Todd White registered with FINRA?
No. Todd White has no current broker registration.
How can I verify Todd White’s record?
Search CRD 6907108 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd White’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner