Sara Dicamillo Ferrell is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with TREK FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TREK FINANCIAL, LLC | 2025-04-24 | present | Yes |
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-04-25 | 2025-04-29 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2022-01-13 | 2023-05-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2021-08-30 | 2022-01-19 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2020-02-05 | 2021-08-24 | — |
| INVESCO ADVISERS, INC. | 2012-09-19 | 2019-05-28 | — |