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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst32 years in industry

LIDIA G AMODEI

Advisor at ATTLEBORO WEALTH MANAGEMENT LLC

YARDLEY, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 23, 1997 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ATTLEBORO WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 18, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Nov 18, 1993
First registration: Apr 23, 1997
Dual registered: no
IAPD individual key: 2285474

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ATTLEBORO WEALTH MANAGEMENT LLC	Independent wealth	May 26, 2025	n/a	yes	YARDLEY, PA	Current employment
ALLSPRING FUNDS MANAGEMENT, LLC	Asset manager	Dec 22, 2016	Jan 31, 2024	no	Wilmington, DE\|Yardley, PA	Previous registration
ALLSPRING FUNDS MANAGEMENT, LLC	Asset manager	May 22, 2012	Dec 31, 2014	no	CHARLOTTE, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 23, 2004	May 1, 2012	no	PENNINGTON, NJ\|PENNINGTON, NJ	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Apr 23, 1997	May 25, 2004	no	MALVERN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLSPRING FUNDS MANAGEMENT, LLC	ATTLEBORO WEALTH MANAGEMENT LLC	Jan 31, 2024	May 26, 2025	481	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ALLSPRING FUNDS MANAGEMENT, LLC	May 1, 2012	May 22, 2012	21	Firm change	Other
VANGUARD ADVISERS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 25, 2004	Jun 23, 2004	29	Firm change	Other

Relationships

Registered with (4)

→ ATTLEBORO WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
May 26, 2025 to presentfactForm ADV
→ ALLSPRING FUNDS MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 22, 2016 to Jan 31, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 23, 2004 to May 1, 2012factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Apr 23, 1997 to May 25, 2004factForm ADV

Dated events

Occurred
Jan 31, 2024
Advisor changed firm
Lidia G Amodei left Allspring Funds Management, Llc for Attleboro Wealth Management Llc (registered 2025-05-26)
Form ADVobserved 4 days ago