DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Allen Edward Dunahoo

Fiscal Wisdom Wealth Management LLCindependent RIACanton, Ct dual registrantIAPD 5137316

Feed of 09/15/2026

Also filed as Allen Dunahoo

At current firm

0 y

since Mar 23, 2026

In the industry

20 y

since Aug 7, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportedfiscalwisdom.comfirm site, Sep 15, 2026
Professional profile: fiscalwisdom.com/allen-dunahooreportedfiscalwisdom.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Fiscal Wisdom Wealth Management LLC independent RIA current
since Mar 23, 2026 · Thomaston, Ct
Edward Jones national BD
Jul 28, 2008 to Mar 23, 2026 · St Louis, Mo
Principal Securities, Inc. BD affiliated
Jun 2, 2008 to Jul 30, 2008 · Waltham, Ma
Citigroup Global Markets Inc. BD affiliated
Aug 8, 2006 to Apr 3, 2008 · West Hartford, Ct

Moves

a registration end followed by a registration begin elsewhere

Edward Jones to Fiscal Wisdom Wealth Management LLC
left Mar 23, 2026, registered Mar 23, 2026 (0 days) · Affiliated broker-dealer or bank to independent RIA
Principal Securities, Inc. to Edward Jones
left Jul 30, 2008, registered Jul 28, 2008 (-2 days) · Other
Citigroup Global Markets Inc. to Principal Securities, Inc.
left Apr 3, 2008, registered Jun 2, 2008 (60 days) · Other

Signals

Allen Edward Dunahoo left Edward Jones for Fiscal Wisdom Wealth Management Llc (registered 2026-03-23)
Mar 23, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address