DFX Intelligence

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.

Advisor moves

Departures from Kingdom Financial Group, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
David Michael EldridgeKingdom Financial Group, LLC independent RIAFarther independent RIARIA to RIAApr 27, 2026Jun 2, 2026 (36 d)
Elijah GallardiKingdom Financial Group, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 2, 2026Apr 7, 2026
Anthony TrindadeKingdom Financial Group, LLC independent RIADrake & Associates, LLC independent RIARIA to RIADec 16, 2025Mar 26, 2026 (100 d)
Ryan Theodore HeckKingdom Financial Group, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2025Dec 8, 2025 (68 d)
Noah CollumKingdom Financial Group, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseDec 9, 2024Jun 27, 2025 (200 d)
Romney Beal HarkerKingdom Financial Group, LLC independent RIATrek Financial independent RIARIA to RIAOct 10, 2024Oct 21, 2024
Jaron E TurleyKingdom Financial Group, LLC independent RIAGbg Wealth Management LLC no RAUMRIA to a newly registered adviserSep 23, 2024Nov 25, 2024 (63 d)
William DrogoKingdom Financial Group, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankFeb 12, 2024Feb 16, 2024
Nathan FaldmoKingdom Financial Group, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJan 12, 2024Feb 15, 2024 (34 d)
Scott Roy PrebleKingdom Financial Group, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMar 28, 2023Apr 11, 2023
Michael Christian EriquezKingdom Financial Group, LLC independent RIAEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankMar 28, 2023Jun 2, 2023 (66 d)
Erick Alan JimenezKingdom Financial Group, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMay 10, 2022May 27, 2022
Leslie Ann WinchesterKingdom Financial Group, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAAug 31, 2021Aug 4, 2023 (703 d)
Mary Frances ZampiniKingdom Financial Group, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 14, 2020Dec 9, 2020 (239 d)
Keri Ann AlcosKingdom Financial Group, LLC independent RIAThemoneymd.Com, LLC no RAUMRIA to a newly registered adviserAug 18, 2017Jun 20, 2018 (306 d)
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15 moves match.