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.
Trinity Rain Grace
- Title
- Wealth Advisorreportedfullertonfp.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Kingdom Financial Group, LLC independent RIA currentsince Jun 30, 2025 · Peoria, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 19, 2024 to Jun 16, 2025 · San Diego, Ca
- Vanguard Advisers, Inc. BD affiliatedApr 17, 2023 to Nov 20, 2024 · Scottsdale, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Kingdom Financial Group, LLCleft Jun 16, 2025, registered Jun 30, 2025 (14 days) · Wirehouse to independent RIA
- Vanguard Advisers, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 20, 2024, registered Dec 19, 2024 (29 days) · Affiliated broker-dealer or bank to wirehouse
- Trinity Rain Grace left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Kingdom Financial Group, Llc (registered 2025-06-30)Jun 16, 2025 · Advisor changed firm · fact
- Trinity Rain Grace left Vanguard Advisers, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-12-19)Nov 20, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address