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AM

Alexis D. Mitchell

GOLDEN RESERVE RETIREMENT
Dayton, OH 45459
Some features on this profile are disabled
CRD#: 7616749
AM

Professional summary

Alexis Domanique Mitchell, who also goes by Alexis Mitchell, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Dayton, Ohio.

Alexis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexis has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexis Mitchell

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexis Domanique Mitchell's CRS (Customer Relationship Summary).
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

April 30, 2026 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 925 Congress Park Drive Suite A, Dayton, OH 45459
RIA
CRD#: 283588
Dayton, OH
Past

March 11, 2026 - April 24, 2026

PFS INVESTMENTS INC.

RIA
CRD#: 10111
CINCINNATI, OH
Past

October 8, 2022 - April 24, 2026

PFS INVESTMENTS INC.

BD
CRD#: 10111
CINCINNATI, OH

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".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)

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
Ohio
(4/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/5/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/8/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2022
Securities Industry Essentials Examination

Current Firm

GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)
PREMIUM
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Contact information

Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts2,183
AUM (Assets Under Management)$ 310,932,597

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.

Company Information

GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588Dayton, OH 45459

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