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Advisor at GBG WEALTH MANAGEMENT LLC
MESA, 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 |
|---|---|---|---|---|---|---|
| GBG WEALTH MANAGEMENT LLC | Independent wealth | Nov 25, 2024 | n/a | yes | MESA, AZ | Current employment |
| KINGDOM FINANCIAL GROUP, LLC | Independent wealth | Jul 12, 2023 | Sep 23, 2024 | no | PEORIA, AZ|Tempe, AZ | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 18, 2021 | Jul 28, 2023 | no | GILBERT, AZ | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 27, 2021 | Jul 28, 2021 | no | Mesa, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINGDOM FINANCIAL GROUP, LLC | GBG WEALTH MANAGEMENT LLC | Sep 23, 2024 | Nov 25, 2024 | 63 | Firm change | RIA to new firm |
| MORGAN STANLEY | KINGDOM FINANCIAL GROUP, LLC | Jul 28, 2023 | Jul 12, 2023 | -16 | Firm change | Wirehouse to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | MORGAN STANLEY | Jul 28, 2021 | Oct 18, 2021 | 82 | Firm change | Ibd to wirehouse |