Trinity Grace has been an investment adviser representative at Kingdom Financial Group since June 2025, and is not listed among the firm’s executive officers or direct owners.
Kingdom Financial Group, LLC is a Peoria, AZ firm with $521M under management, 1,810 clients and 17 advisers across 3 offices, as of its March 2026 filing.
Trinity Grace is a Wealth Advisor at Fullerton Financial Planning. She began her career in finance while still in college, interning in institutional banking, and gained wealth management experience at several financial institutions before joining the firm.
Trinity Grace’s longest registration was 1 year at Vanguard Advisers, Inc. (2023–2024). Before joining Kingdom Financial Group in 2025, Trinity Grace was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vanguard Advisers, Inc.
- Kingdom Financial Group, LLCCurrent– present · 1 yearPeoria, AZ · Adviser representative · Firm CRD 155676
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearSan Diego, CA · Adviser representative · Firm CRD 7691
- Vanguard Advisers, Inc.– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 106715
Investment adviser representative registrations
Trinity Grace is registered as an investment adviser representative in Arizona, since June 2025.
- ArizonaSince 30 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 April 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 August 2021 |
| Series 7TO | General Securities Representative Examination | 23 June 2021 |
| SIE | Securities Industry Essentials Examination | 1 August 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Trinity Rain Grace
- CRD
- 7273434
- Firm
- Kingdom Financial Group · CRD 155676
- Office
- 14155 N. 83 AVE #144, Peoria, AZ 85381
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fullertonfp.com
Where does Trinity Grace work?
Trinity Grace is an investment adviser representative registered through Kingdom Financial Group, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Trinity Grace a financial advisor?
Yes. Trinity Grace has a current investment-adviser registration in Arizona, through Kingdom Financial Group since June 2025.
How many years of experience does Trinity Grace have?
Trinity Grace has 4 years in the financial industry, since January 2022, across 3 adviser firms.
What exams has Trinity Grace passed?
Trinity Grace has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in August 2020.
Where did Trinity Grace work before Kingdom Financial Group?
Before Kingdom Financial Group, Trinity Grace was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2024 to June 2025; Vanguard Advisers, Inc., April 2023 to November 2024.
Where is Trinity Grace based?
Trinity Grace’s registered office is in Peoria, AZ.
Is Trinity Grace registered with FINRA?
No. Trinity Grace has no current broker registration.
How can I verify Trinity Grace’s record?
Search CRD 7273434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trinity Grace’s full registration record.
