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Advisor at KINGDOM LEGACY ADVISORS
MINNETONKA, MN
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 LEGACY ADVISORS | Independent wealth | Mar 26, 2025 | n/a | yes | MINNETONKA, MN | Current employment |
| GEN FINANCIAL MANAGEMENT INC. | Independent wealth | Sep 25, 2018 | Jul 1, 2025 | no | Plymouth, MN | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 4, 2010 | Apr 17, 2018 | no | MAPLE GROVE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GEN FINANCIAL MANAGEMENT INC. | KINGDOM LEGACY ADVISORS | Jul 1, 2025 | Mar 26, 2025 | -97 | Firm change after gap | RIA to new firm |
| AMERIPRISE FINANCIAL SERVICES, LLC | GEN FINANCIAL MANAGEMENT INC. | Apr 17, 2018 | Sep 25, 2018 | 161 | Firm change | Ibd to RIA |