Thomas Russell Knightly

Employer firm

American Family Legacy Group CRD 154050

$44.7M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

American Family Legacy Group

3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-12-18
OK	RA	APPROVED	2013-11-06
FL	RA	APPROVED	2013-10-28

TX RA
APPROVED_RES

Since 2017-12-18
OK RA
APPROVED

Since 2013-11-06
FL RA
APPROVED

Since 2013-10-28

Branch Locations

Clearwater, FL • United States

3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
American Family Legacy Group	Tampa	FL	10/2013	Present

10/2013 → Present

American Family Legacy Group

Tampa, FL

Previous Registrations

1987-04-03 → 2013-10-25

Ameriprise Financial Services, Llc

Clearwater, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-23

S66 Uniform Combined State Law Examination

2005-02-23

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD