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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S••• D•••••••• F••••••

T••• F••••••••independent RIABellaire, Tx IA-onlyIAPD 5841105

Feed of 09/14/2026

Also filed as Sara D Dicamillo

At current firm

1 y

since Apr 24, 2025

In the industry

16 y

since Aug 1, 2010 (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

Registration history

IAPD current and previous registrations

T••• F•••••••• independent RIA current
since Apr 24, 2025 · Scottsdale, Az
C••••••••• I••••••••• A•••••••• L•• independent RIA
Apr 25, 2023 to Apr 29, 2025 · Tampa, Fl
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Jan 13, 2022 to May 1, 2023 · Houston, Tx
W•••• F•••• A••••••• wirehouse
Aug 30, 2021 to Jan 19, 2022 · Houston, Tx
M••••• S•••••• wirehouse
Feb 5, 2020 to Aug 24, 2021 · Houston, Tx
I•••••• A•••••••• I••• asset manager
Sep 19, 2012 to May 28, 2019 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

C••••••••• I••••••••• A•••••••• L•• to T••• F••••••••
left Apr 29, 2025, registered Apr 24, 2025 (-5 days) · RIA to RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C••••••••• I••••••••• A•••••••• L••
left May 1, 2023, registered Apr 25, 2023 (-6 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jan 19, 2022, registered Jan 13, 2022 (-6 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
M••••• S•••••• to W•••• F•••• A•••••••
left Aug 24, 2021, registered Aug 30, 2021 (6 days) · Wirehouse to wirehouse
I•••••• A•••••••• I••• to M••••• S••••••
left May 28, 2019, registered Feb 5, 2020 (253 days) · Other · moved with a team

Signals

S••• D•••••••• F•••••• left C••••••••• I••••••••• A•••••••• L•• for T••• F•••••••• (registered 2025-04-24)
Apr 29, 2025 · Advisor changed firm · fact
S••• D•••••••• F•••••• left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2022-01-13)
Jan 19, 2022 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address