Jakhongir Mirtalipov

DREAM LIFE WEALTH MANAGEMENT LLC

CHARLOTTE, NC

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CRD#: 7003156

Professional summary

Jakhongir Mirtalipov, who also goes by King Mirtalipov, is a registered financial advisor currently at DREAM LIFE WEALTH MANAGEMENT LLC located in Charlotte, North Carolina.

Jakhongir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jakhongir has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

King Mirtalipov

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 OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS ; 2. NAME OF OTHER BUSINESS: CONVERGENT FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jakhongir Mirtalipov'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®

None

Experience

Current

July 16, 2025 - Present

DREAM LIFE WEALTH MANAGEMENT LLC

RIA

CRD#: 337311

CHARLOTTE, NC

Past

November 5, 2024 - July 3, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

CHARLOTTE, NC

Past

November 5, 2024 - July 3, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

CHARLOTTE, NC

Past

November 1, 2018 - October 4, 2024

EDWARD JONES

RIA

CRD#: 250

Pineville, NC

Past

October 9, 2018 - October 4, 2024

EDWARD JONES

CRD#: 250

Pineville, NC

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

North Carolina
(7/16/2025)

IAR

Texas
(9/26/2025)

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: 10/31/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/9/2018

General Securities Representative Examination

Current Firm

DREAM LIFE WEALTH MANAGEMENT LLC

CRD#: 337311 / SEC#:

North Carolina

Registered Investment Advisory firm - (7/16/2025 Approved)

Texas

Registered Investment Advisory firm - (9/17/2025 Conditional Restricted)

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Contact information

Main Address

Charlotte, NC

Mailing Address

Phone number

(347) 654-4242

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Jakhongir Mirtalipov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jakhongir Mirtalipov's CRS (Customer Relationship Summary).

Certified licenses

Experience

DREAM LIFE WEALTH MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2018

SIE

Date: 10/10/2018

Series 7

Date: 10/9/2018

Current Firm

DREAM LIFE WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

DREAM LIFE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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