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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Allen Edward Dunahoo

Advisor at FISCAL WISDOM WEALTH MANAGEMENT LLC

CANTON, CT | Thomaston, CT

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Search this name across graphsid dfx:ria:e2c7e220-50ca-9195-8f47-8b70dc1ed959

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 8, 2006 to Sep 15, 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: FISCAL WISDOM 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: Aug 7, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 7, 2006
First registration: Aug 8, 2006
Dual registered: yes, broker-dealer
Other names: ALLEN DUNAHOO|ALLEN EDWARD DUNAHOO|Allen Edward Turton Dunahoo
IAPD individual key: 5137316

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
FISCAL WISDOM WEALTH MANAGEMENT LLC	Independent wealth	Mar 23, 2026	n/a	yes	Thomaston, CT\|CANTON, CT	Current employment
EDWARD JONES	National bd RIA	Jul 28, 2008	Mar 23, 2026	no	ST LOUIS, MO\|BANTAM, CT	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jun 2, 2008	Jul 30, 2008	no	WALTHAM, MA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 8, 2006	Apr 3, 2008	no	WEST HARTFORD, CT	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
EDWARD JONES	FISCAL WISDOM WEALTH MANAGEMENT LLC	Mar 23, 2026	Mar 23, 2026	0	Firm change	Ibd to RIA
PRINCIPAL SECURITIES, INC.	EDWARD JONES	Jul 30, 2008	Jul 28, 2008	-2	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	PRINCIPAL SECURITIES, INC.	Apr 3, 2008	Jun 2, 2008	60	Firm change	Other

Relationships

Registered with (4)

→ FISCAL WISDOM WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Mar 23, 2026 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 28, 2008 to Mar 23, 2026factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jun 2, 2008 to Jul 30, 2008factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 8, 2006 to Apr 3, 2008factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Allen Edward Dunahoo left Edward Jones for Fiscal Wisdom Wealth Management Llc (registered 2026-03-23)
Form ADVobserved 6 days ago