This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

IAMBIC FINANCIAL L.L.C

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jan 27, 2021

First registration

Jan 4, 2023

Dual registered

no

IAPD individual key

7668056

• Occurred

  Dec 17, 2024
  Advisor changed firm

  Andrea Elizabeth Vedder left Tessara Wealth for Iambic Financial L.L.C (registered 2026-01-09)

  Form ADVobserved 6 days ago
• Occurred

  Jun 2, 2023
  Advisor changed firm

  Andrea Elizabeth Vedder left Silver Oak Advisory Group for Tessara Wealth (registered 2023-10-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:51b4015f-dfc9-4b41-559b-6147bdc6f5d6

First observed

Jan 4, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.