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

Arrivals at 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
Nurjemal AdamsStrategic Advisers LLC national BDKingdom Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2026Apr 14, 2026
Allen Paul BraunbeckCharles Schwab & Co., Inc. national BDKingdom Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2026Mar 4, 2026
Jessie J Tranchina-SatterfieldStrategy Financial Group independent RIAKingdom Financial Group, LLC independent RIARIA to RIAFeb 25, 2026Apr 28, 2026 (62 d)
Trinity Rain GraceMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKingdom Financial Group, LLC independent RIAWirehouse to independent RIAJun 16, 2025Jun 30, 2025
Elijah GallardiSchwab Wealth Advisory, Inc. no RAUMKingdom Financial Group, LLC independent RIAOtherApr 22, 2025Apr 2, 2025
Chase Alexander BarrettWells Fargo Advisors wirehouseKingdom Financial Group, LLC independent RIAWirehouse to independent RIAApr 10, 2025Dec 11, 2025 (245 d)
David Michael EldridgeAscentis Independent Advisors, LLC independent RIAKingdom Financial Group, LLC independent RIARIA to RIAJan 9, 2025Oct 23, 2024
Lucas David GraybillFidelity Personal And Workplace Advisors BD affiliatedKingdom Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2024Jan 20, 2026 (558 d)
Leslie Ann WinchesterFoundations Investment Advisors LLC independent RIAKingdom Financial Group, LLC independent RIARIA to RIAFeb 1, 2024Apr 1, 2024 (60 d)
Matthew F ZuccaroSchwab Wealth Advisory, Inc. no RAUMKingdom Financial Group, LLC independent RIAOtherAug 10, 2023Apr 16, 2024 (250 d)
Jaron E TurleyMorgan Stanley wirehouseKingdom Financial Group, LLC independent RIAWirehouse to independent RIAJul 28, 2023Jul 12, 2023
William DrogoEdward Jones national BDKingdom Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2023Jun 14, 2023
Nathan FaldmoHeritage Financial Partners LLC unclassifiedKingdom Financial Group, LLC independent RIAOtherSep 30, 2021Dec 17, 2021 (78 d)
Jacob Michael AdamsVanguard Advisers, Inc. BD affiliatedKingdom Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2020Jan 6, 2026 (1932 d)
Erick Alan JimenezEquitable Advisors, LLC national BDKingdom Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2020Feb 28, 2020 (31 d)
Mary Frances ZampiniSchwab Wealth Advisory, Inc. BD affiliatedKingdom Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2019Aug 26, 2019 (230 d)
Leslie Ann WinchesterEps Wealth Management state registeredKingdom Financial Group, LLC independent RIAOtherDec 12, 2016Aug 8, 2019 (969 d)
Keri Ann AlcosSchwab Wealth Advisory, Inc. otherKingdom Financial Group, LLC independent RIAOtherMay 20, 2016Sep 7, 2016 (110 d)
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18 moves match.