Gloria P. Rodriguez

GOLDEN WEALTH CAPITAL

RED BANK, NJ 07701

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CRD#: 6224051

Professional summary

Gloria Pamela Rodriguez, CFP®, who also goes by Pamela Camacho Rodriguez, Gloria P Mayo, Gloria Pamela Mayo, Gloria P Rodriguez Camacho, Pam Rodriguez, Pamela Rodriguez, Gloria Pamela Rodriguez Camacho, Gloria Pamel Rodriguezcamacho, is a registered financial advisor currently at GOLDEN WEALTH CAPITAL, LLC located in Red Bank, New Jersey.

Gloria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gloria has worked at 8 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 am currently on the financial board for Investopedia.com and TheBalance.com They pay me $75/hr. for about 10 hrs. of work a month I do not work on this during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gloria Pamela Rodriguez's 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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 11, 2023 - Present

GOLDEN WEALTH CAPITAL, LLC

Office #1: 331 Newman Springs Road Suite 143, Red Bank, NJ 07701

RIA

CRD#: 327819

RED BANK, NJ

Past

August 19, 2022 - July 26, 2023

CAPTRUST

RIA

CRD#: 175112

Sacramento, CA

Past

June 5, 2020 - November 20, 2022

FULFILLED FINANCES LLC

RIA

CRD#: 309013

SACRAMENTO, CA

Past

May 21, 2019 - June 3, 2020

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

SACRAMENTO, CA

Past

May 20, 2019 - June 3, 2020

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

SACRAMENTO, CA

Past

March 1, 2019 - May 22, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

SACRAMENTO, CA

Past

February 28, 2019 - May 22, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SACRAMENTO, CA

Past

August 3, 2018 - September 21, 2018

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

PARSIPPANY, NJ

Past

October 4, 2016 - July 30, 2018

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

PARSIPPANY, NJ

Past

September 30, 2016 - September 21, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

PARSIPPANY, NJ

Past

August 11, 2014 - December 2, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DAVIS, CA

Past

August 11, 2014 - December 2, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DAVIS, CA

Past

January 22, 2014 - February 25, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

PALM DESERT, CA

Past

August 16, 2013 - February 25, 2014

LPL FINANCIAL LLC

CRD#: 6413

PALM DESERT, CA

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

California
(9/11/2023)

IAR

New Jersey
(5/9/2025)

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: 10/4/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/28/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/28/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2013

General Securities Representative Examination

Current Firm

GOLDEN WEALTH CAPITAL, LLC

GOLDEN WEALTH CAPITAL, LLC | SPLITWELL INC.

CRD#: 327819 / SEC#:

California

Registered Investment Advisory firm - (9/11/2023 Approved)

New Jersey

Registered Investment Advisory firm - (5/9/2025 Approved)

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Contact information

Main Address

331 Newman Springs Road Suite 143, Red Bank, NJ 07701

Mailing Address

Phone number

(916) 745-5783

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 12,584,605

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

Gloria P. Rodriguez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gloria Pamela Rodriguez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPTRUST

FULFILLED FINANCES LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2013

Series 7TO

Date: 6/28/2024

SIE

Date: 6/28/2024

Series 7

Date: 8/15/2013

Current Firm

GOLDEN WEALTH CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOLDEN WEALTH CAPITAL, LLC

TRUST BUT VERIFY

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