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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Gloria Pamela Rodriguez

Advisor at GOLDEN WEALTH CAPITAL, LLC

SACRAMENTO, CA

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Search this name across graphsid dfx:ria:9e272282-d087-dbd9-b49b-d309cdbc536d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jan 22, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOLDEN WEALTH CAPITAL, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 4, 2013
First registration: Jan 22, 2014
Dual registered: no
Other names: PAMELA CAMACHO RODRIGUEZ|Gloria Pamela Rodriguez Camacho|GLORIA P RODRIGUEZ CAMACHO|Pamela Rodriguez|Pam Rodriguez|Gloria Pamela Mayo|Gloria Pamel RodriguezCamacho|Gloria P Mayo
IAPD individual key: 6224051

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOLDEN WEALTH CAPITAL, LLC	State registered	Aug 25, 2026	n/a	yes	SACRAMENTO, CA	Current employment
Captrust	Institutional manager	Aug 19, 2022	Jul 26, 2023	no	Sacramento, CA	Previous registration
FULFILLED FINANCES LLC	n/a	Jun 5, 2020	Nov 20, 2022	no	SACRAMENTO, CA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	May 21, 2019	Jun 3, 2020	no	SACRAMENTO, CA	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Mar 1, 2019	May 22, 2019	no	SACRAMENTO, CA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Oct 4, 2016	Sep 21, 2018	no	WALNUT CREEK, CA\|DES MOINES, IA\|PARSIPPANY, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 11, 2014	Dec 2, 2014	no	DAVIS, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 22, 2014	Feb 25, 2014	no	PALM DESERT, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Captrust	GOLDEN WEALTH CAPITAL, LLC	Jul 26, 2023	Aug 25, 2026	1,126	Firm change after gap	Other
FULFILLED FINANCES LLC	Captrust	Nov 20, 2022	Aug 19, 2022	-93	Firm change after gap	Other
NEXT FINANCIAL GROUP, INC.	FULFILLED FINANCES LLC	Jun 3, 2020	Jun 5, 2020	2	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	NEXT FINANCIAL GROUP, INC.	May 22, 2019	May 21, 2019	-1	Firm change	Other
PRINCIPAL SECURITIES, INC.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Sep 21, 2018	Mar 1, 2019	161	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRINCIPAL SECURITIES, INC.	Dec 2, 2014	Oct 4, 2016	672	Firm change after gap	Other
LPL FINANCIAL LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 25, 2014	Aug 11, 2014	167	Firm change	Other

Relationships

Registered with (8)

→ GOLDEN WEALTH CAPITAL, LLCRegistered adviserregistration: current employment
Aug 25, 2026 to presentfactForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Aug 19, 2022 to Jul 26, 2023factForm ADV
→ FULFILLED FINANCES LLCRegistered adviserregistration: previous registration
Jun 5, 2020 to Nov 20, 2022factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
May 21, 2019 to Jun 3, 2020factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Mar 1, 2019 to May 22, 2019factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Oct 4, 2016 to Sep 21, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 11, 2014 to Dec 2, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 22, 2014 to Feb 25, 2014factForm ADV

Dated events

Occurred
Jul 26, 2023
Advisor changed firm
Gloria Pamela Rodriguez left Captrust for Golden Wealth Capital, Llc (registered 2026-08-25)
Form ADVobserved 4 days ago
Occurred
Nov 20, 2022
Advisor changed firm
Gloria Pamela Rodriguez left Fulfilled Finances Llc for Captrust (registered 2022-08-19)
Form ADVobserved 4 days ago