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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Nicholas Christopher Lombardozzi

Advisor at KINGDOM WEALTH ADVISERS

GILBERT, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86d9ae98-0ded-cb6c-6779-2932174c0165

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 18, 2019 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: KINGDOM WEALTH ADVISERS
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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 4, 2019
First registration: Sep 18, 2019
Dual registered: no
Other names: Nick Lombardozzi
IAPD individual key: 6659115

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
KINGDOM WEALTH ADVISERS	State registered	Jan 1, 2024	n/a	yes	GILBERT, AZ	Current employment
CREATIVE PLANNING	Independent wealth	May 5, 2022	Oct 25, 2023	no	Chandler, AZ\|OVERLAND PARK, KS\|Gilbert, AZ\|Gilbert, AZ	Previous registration
KEYSTONE WEALTH PARTNERS LLC	Former SEC adviser	Nov 26, 2019	Jun 29, 2022	no	CHANDLER, AZ	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Sep 18, 2019	Dec 5, 2019	no	PHOENIX, AZ	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
CREATIVE PLANNING	KINGDOM WEALTH ADVISERS	Oct 25, 2023	Jan 1, 2024	68	Firm change	RIA to state RIA
KEYSTONE WEALTH PARTNERS LLC	CREATIVE PLANNING	Jun 29, 2022	May 5, 2022	-55	Firm change after gap	RIA to RIA
EDELMAN FINANCIAL ENGINES	KEYSTONE WEALTH PARTNERS LLC	Dec 5, 2019	Nov 26, 2019	-9	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
171811:105348:AZ:2022-06-29	Jun 29, 2022	May 5, 2022	CHANDLER, AZ	Firm change after gap

Relationships

Registered with (4)

→ KINGDOM WEALTH ADVISERSRegistered adviserregistration: current employment
Jan 1, 2024 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
May 5, 2022 to Oct 25, 2023factForm ADV
→ KEYSTONE WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
Nov 26, 2019 to Jun 29, 2022factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Sep 18, 2019 to Dec 5, 2019factForm ADV

Dated events

Occurred
Oct 25, 2023
Advisor changed firm
Nicholas Christopher Lombardozzi left Creative Planning for Kingdom Wealth Advisers (registered 2024-01-01)
Form ADVobserved 5 days ago
Occurred
Jun 29, 2022
Advisor changed firm
Nicholas Christopher Lombardozzi left Keystone Wealth Partners Llc for Creative Planning (registered 2022-05-05)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86d9ae98-0ded-cb6c-6779-2932174c0165
First observed: Sep 18, 2019
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Nicholas Christopher Lombardozzi

Advisor at KINGDOM WEALTH ADVISERS

GILBERT, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86d9ae98-0ded-cb6c-6779-2932174c0165

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:51 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

KINGDOM WEALTH ADVISERS

State registered

Jan 1, 2024

n/a

yes

GILBERT, AZ

Current employment

CREATIVE PLANNING

Independent wealth

May 5, 2022

Oct 25, 2023

Chandler, AZ|OVERLAND PARK, KS|Gilbert, AZ|Gilbert, AZ

Previous registration

KEYSTONE WEALTH PARTNERS LLC

Former SEC adviser

Nov 26, 2019

Jun 29, 2022

CHANDLER, AZ

Previous registration

EDELMAN FINANCIAL ENGINES

Independent wealth

Sep 18, 2019

Dec 5, 2019

PHOENIX, AZ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CREATIVE PLANNING

KINGDOM WEALTH ADVISERS

Oct 25, 2023

Jan 1, 2024

Firm change

RIA to state RIA

KEYSTONE WEALTH PARTNERS LLC

CREATIVE PLANNING

Jun 29, 2022

May 5, 2022

-55

Firm change after gap

RIA to RIA

EDELMAN FINANCIAL ENGINES

KEYSTONE WEALTH PARTNERS LLC

Dec 5, 2019

Nov 26, 2019

-9

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

171811:105348:AZ:2022-06-29

Jun 29, 2022

May 5, 2022

CHANDLER, AZ

Firm change after gap