Alexis Domanique Mitchell

Employer firm

Golden Reserve Retirement, LLC CRD 283588

$544M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → 04/2026
  Primerica Financial Services
  Cincinnati, OH
• 08/2022 → 04/2026
  Pfs Investments Inc.
  Cincinnati, OH
• 03/2021 → 02/2022
  Herbalife Nutrition
  Cincinnati, OH
• 05/2019 → 03/2021
  Bdo Usa
  Cleveland, OH
• 08/2015 → 05/2019
  Lake Erie College
  Cleveland, OH
• 04/2026 → Present
  Golden Reserve Retirement, Llc
  Dayton, OH

Previous Registrations

• 2026-03-11 → 2026-04-24
  Pfs Investments Inc.
  Cincinnati, OH

Other Businesses

Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 04/2026 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-02
• S63 Uniform Securities Agent State Law Examination
  2023-01-05

Other Names

• Alexis Mitchell