DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Gloria Pamela Rodriguez

Golden Wealth Capital, LLCstate registeredSacramento, CaIA-onlyIAPD 6224051

Certified Financial Planner

Feed of 09/14/2026

Also filed as Pamela Camacho Rodriguez

At current firm

0 y

since Aug 25, 2026

In the industry

13 y

since Jul 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Golden Wealth Capital, LLC state registered current
since Aug 25, 2026 · Sacramento, Ca
Captrust institutional
Aug 19, 2022 to Jul 26, 2023 · Sacramento, Ca
Fulfilled Finances LLC unclassified
Jun 5, 2020 to Nov 20, 2022 · Sacramento, Ca
Next Financial Group, Inc. former
May 21, 2019 to Jun 3, 2020 · Sacramento, Ca
Northwestern Mutual Investment Services,LLC no RAUM
Mar 1, 2019 to May 22, 2019 · Sacramento, Ca
Principal Securities, Inc. BD affiliated
Oct 4, 2016 to Sep 21, 2018 · Walnut Creek, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 11, 2014 to Dec 2, 2014 · Davis, Ca
LPL Financial LLC BD affiliated
Jan 22, 2014 to Feb 25, 2014 · Palm Desert, Ca

Moves

a registration end followed by a registration begin elsewhere

Captrust to Golden Wealth Capital, LLC
left Jul 26, 2023, registered Aug 25, 2026 (1126 days) · Other
Fulfilled Finances LLC to Captrust
left Nov 20, 2022, registered Aug 19, 2022 (-93 days) · Other
Next Financial Group, Inc. to Fulfilled Finances LLC
left Jun 3, 2020, registered Jun 5, 2020 (2 days) · Other
Northwestern Mutual Investment Services,LLC to Next Financial Group, Inc.
left May 22, 2019, registered May 21, 2019 (-1 days) · Other
Principal Securities, Inc. to Northwestern Mutual Investment Services,LLC
left Sep 21, 2018, registered Mar 1, 2019 (161 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Principal Securities, Inc.
left Dec 2, 2014, registered Oct 4, 2016 (672 days) · Other
LPL Financial LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Feb 25, 2014, registered Aug 11, 2014 (167 days) · Other

Signals

Gloria Pamela Rodriguez left Captrust for Golden Wealth Capital, Llc (registered 2026-08-25)
Jul 26, 2023 · Advisor changed firm · fact
Gloria Pamela Rodriguez left Fulfilled Finances Llc for Captrust (registered 2022-08-19)
Nov 20, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address