# Sara Dicamillo Ferrell

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TREK FINANCIAL, LLC](https://search.stillhousedata.com/firm/109376) | 2025-04-24 | present | Yes |
| [CONCURRENT INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/323135) | 2023-04-25 | 2025-04-29 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2022-01-13 | 2023-05-01 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2021-08-30 | 2022-01-19 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2020-02-05 | 2021-08-24 | — |
| [INVESCO ADVISERS, INC.](https://search.stillhousedata.com/firm/105360) | 2012-09-19 | 2019-05-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5841105)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5841105.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.