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Michelle B Gordon

Investably LLC

Orlando, FL

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Current Employers
Investably Llc

300 S Orange Ave. Suite 1000, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-25
TX RA APPROVED_RES 2021-12-02
MD RA APPROVED 2021-09-07
  • FL RA
    APPROVED
    Since 2024-10-25
  • TX RA
    APPROVED_RES
    Since 2021-12-02
  • MD RA
    APPROVED
    Since 2021-09-07

Branch Locations

300 S Orange Ave. Suite 1000, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Leaders Group Inc Littleton CO 07/2021 01/2022
Investably Llc Bethesda MD 04/2021 Present
Profunds Distributors, Inc. Bethesda MD 08/2015 04/2021
The Leaders Group Inc Littleton CO 01/2024 01/2025
Prosperably Llc Bethesda MD 08/2024 Present
Happy Wealthy Me Llc Bethesda MD 01/2025 Present
Lendbly Llc Miami FL 01/2025 Present
  • 07/2021 → 01/2022
    The Leaders Group Inc
    Littleton, CO
  • 04/2021 → Present
    Bethesda, MD
  • 08/2015 → 04/2021
    Profunds Distributors, Inc.
    Bethesda, MD
  • 01/2024 → 01/2025
    The Leaders Group Inc
    Littleton, CO
  • 08/2024 → Present
    Prosperably Llc
    Bethesda, MD
  • 01/2025 → Present
    Happy Wealthy Me Llc
    Bethesda, MD
  • 01/2025 → Present
    Lendbly Llc
    Miami, FL
Other Businesses

1.) ComercioTV; NO; Miami, FL; Media & Entertainment; Featured Expert Guest Contributor; 03/2024; 6/ HRS MO; 4/ HRS MO; Appear on a live television series to speak generally on broad topics during featured segments. 2.) Prosperably, LLC- 08/2024 - 7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814 - Independent insurance agent, helping wealth advisory clients obtain appropriate retirement income solutions or term insurance in alignment with their financial plan, Invt Rel, Insurance business, 8 hrs/mo; 4 hrs/mo (during trading hours). 3.) Happy Wealth Me LLC - 01/2025 - 7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814 - Founder & CEO, Financial wellness and education, Not Invt Rel, RA business, 10 hrs/mo; 0 hrs/mo (during trading hours). 4.) Lendbly LLC - 02/2025 - Miami, FL - Managing Member - Affiliate online marketing relationships, drive digital traffic to web content, online education on broad lending topics - 3-5 weekend hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-14
S63 Uniform Securities Agent State Law Examination 2008-12-10
  • S65 Uniform Investment Adviser Law Examination
    2021-05-14
  • S63 Uniform Securities Agent State Law Examination
    2008-12-10
Other Names
  • Michelle Matos
  • Michelle B Matos

View on SEC IAPD

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