Alexis Mitchell has been an investment adviser representative at Golden Reserve Retirement since April 2026, and is not listed among the firm’s executive officers or direct owners.
Golden Reserve Retirement, LLC is a Dublin, OH firm with $544M under management, 2,008 clients and 22 advisers across 46 offices, as of its March 2026 filing.
Alexis Mitchell’s longest registration is the current one, under a year at Golden Reserve Retirement since 2026. Before joining Golden Reserve Retirement in 2026, Alexis Mitchell was registered through Primerica Advisors.
- – present · under a yearDayton, OH · Adviser representative · Firm CRD 283588
- Primerica Advisors– · under a yearCincinnati, OH · Adviser representative · Firm CRD 10111
Investment adviser representative registrations
Alexis Mitchell is registered as an investment adviser representative in Ohio, since April 2026.
- OhioSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 January 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 8 October 2022 |
| SIE | Securities Industry Essentials Examination | 18 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Alexis Domanique Mitchell
- CRD
- 7616749
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 925 Congress Park Drive Suite A, Dayton, OH 45459
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexis Mitchell work?
Alexis Mitchell is an investment adviser representative registered through Golden Reserve Retirement, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alexis Mitchell a financial advisor?
Yes. Alexis Mitchell has a current investment-adviser registration in Ohio, through Golden Reserve Retirement since April 2026.
How many years of experience does Alexis Mitchell have?
Alexis Mitchell has 4 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Alexis Mitchell passed?
Alexis Mitchell has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2022.
Where did Alexis Mitchell work before Golden Reserve Retirement?
Before Golden Reserve Retirement, Alexis Mitchell was registered through Primerica Advisors, March 2026 to April 2026.
Where is Alexis Mitchell based?
Alexis Mitchell’s registered office is in Dayton, OH.
Is Alexis Mitchell registered with FINRA?
No. Alexis Mitchell has no current broker registration.
How can I verify Alexis Mitchell’s record?
Search CRD 7616749 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexis Mitchell’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner