Gabriel Gonzalez

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CRD#: 6412689

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.

Gabriel Gonzalez, who also goes by Gabe Gonzalez, was a registered financial professional .

Gabriel is a previously registered financial professional and started their career in finance in 2014. Gabriel had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gabe Gonzalez

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.

1. Name: The LifeWealth Group; Investment Related: Yes; Address: 270 W Plant St Suite 240, Winter Garden, FL 34787; Nature of Business: Financial Planning, Wealth Planning, and Investment Advice; Duties: Employee; Start Date: 1/6/2025; Hours Per Week: 40 Hours. 2. Name: LifeWealth Investments, LLC; Investment Related: Yes; Address: 270 W Plant St Suite 240, Winter Garden, FL 34787; Nature of Business: Financial Planning, Wealth Planning, and Investment Advice; Duties: Investment Advisor Representative; Start Date: 1/6/2025; Hours Per Week: 40 Hour

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

January 16, 2025 - January 21, 2025

THE LIFE WEALTH GROUP

RIA

CRD#: 332978

WINTER GARDEN, FL

Past

January 7, 2025 - January 21, 2025

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Winter Garden, FL

Past

June 16, 2023 - November 20, 2024

CANTOR FITZGERALD INVESTMENT ADVISORS

RIA

CRD#: 159296

NEW YORK, NY

Past

September 1, 2020 - November 20, 2024

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

Past

February 19, 2020 - April 3, 2020

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

Past

December 4, 2014 - February 12, 2020

FS INVESTMENT SOLUTIONS, LLC

CRD#: 145244

ORLANDO, FL

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".

THE LIFE WEALTH GROUP

LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

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 65

Date: 6/14/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2014

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 6/25/2011

National Commodity Futures Examination

Current Firm

THE LIFE WEALTH GROUP

LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

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Contact information

Main Address

270 W. Plant Street Ste. 240, Winter Garden, FL 34787

Mailing Address

Phone number

(407) 299-4129

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE LIFEWEALTH GROUP ADV 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts	314
AUM (Assets Under Management)	$ 177,712,580

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

Gabriel Gonzalez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

CANTOR FITZGERALD INVESTMENT ADVISORS

CANTOR FITZGERALD & CO.

CANTOR FITZGERALD & CO.

FS INVESTMENT SOLUTIONS, LLC

Primary Firm SEC Registration

THE LIFE WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2022

Series 63

Date: 1/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/4/2014

Series 3

Date: 6/25/2011

Current Firm

THE LIFE WEALTH GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE LIFE WEALTH GROUP

TRUST BUT VERIFY

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