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RIA / WealthAdvisor16 years in industry

Sara Dicamillo Ferrell

Advisor at TREK FINANCIAL

BELLAIRE, TX | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:f125ee4b-2121-ed29-bc4f-ad4df21352e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 19, 2012 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: TREK FINANCIAL
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 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 18, 2012
First registration: Sep 19, 2012
Dual registered: no
Other names: SARA D DICAMILLO|Sara Denise DiCamillo|Sara D Dicamillo|Sara D Ferrell
IAPD individual key: 5841105

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
TREK FINANCIAL	Independent wealth	Apr 24, 2025	n/a	yes	SCOTTSDALE, AZ\|BELLAIRE, TX	Current employment
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	Apr 25, 2023	Apr 29, 2025	no	TAMPA, FL\|Houston, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 13, 2022	May 1, 2023	no	Houston, TX\|Houston, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 30, 2021	Jan 19, 2022	no	HOUSTON, TX	Previous registration
MORGAN STANLEY	Wirehouse	Feb 5, 2020	Aug 24, 2021	no	Houston, TX	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Sep 19, 2012	May 28, 2019	no	ATLANTA, GA\|HOUSTON, TX	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
CONCURRENT INVESTMENT ADVISORS, LLC	TREK FINANCIAL	Apr 29, 2025	Apr 24, 2025	-5	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CONCURRENT INVESTMENT ADVISORS, LLC	May 1, 2023	Apr 25, 2023	-6	Bulk transfer	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 19, 2022	Jan 13, 2022	-6	Firm change	Wirehouse to ibd
MORGAN STANLEY	WELLS FARGO ADVISORS	Aug 24, 2021	Aug 30, 2021	6	Firm change	Wirehouse to wirehouse
INVESCO ADVISERS, INC.	MORGAN STANLEY	May 28, 2019	Feb 5, 2020	253	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:149018:TX:2022-01-14	Jan 19, 2022	Jan 13, 2022	HOUSTON, TX	Firm change
105360:149777:TX:2019-05-28	May 28, 2019	Feb 5, 2020	HOUSTON, TX	Firm change

Relationships

Registered with (6)

→ TREK FINANCIALRegistered adviserregistration: current employment
Apr 24, 2025 to presentfactForm ADV
→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 25, 2023 to Apr 29, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 13, 2022 to May 1, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 30, 2021 to Jan 19, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 5, 2020 to Aug 24, 2021factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Sep 19, 2012 to May 28, 2019factForm ADV

Dated events

Occurred
Apr 29, 2025
Advisor changed firm
Sara Dicamillo Ferrell left Concurrent Investment Advisors, Llc for Trek Financial (registered 2025-04-24)
Form ADVobserved 5 days ago
Occurred
Jan 19, 2022
Advisor changed firm
Sara Dicamillo Ferrell left Wells Fargo Advisors for Raymond James Financial Services Advisors, Inc (registered 2022-01-13)
Form ADVobserved 5 days ago