Investment adviser representative · Golden Reserve Retirement, LLC
Alexis D. Mitchell
CRD 7616749 · Dublin, OH
At a glance
Alexis D. Mitchell is an investment adviser representative with Golden Reserve Retirement, LLC in Dublin, OH, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Golden Reserve Retirement, LLCSince April 2026Dublin, OH · $544M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alexis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.