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Advisor at KINGDOM FINANCIAL GROUP, LLC
Scottsdale, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KINGDOM FINANCIAL GROUP, LLC | Independent wealth | Apr 14, 2026 | n/a | yes | Scottsdale, AZ | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Mar 16, 2026 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ|PHOENIX, AZ|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 19, 2023 | Mar 31, 2025 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | KINGDOM FINANCIAL GROUP, LLC | Mar 16, 2026 | Apr 14, 2026 | 29 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |