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

Edward Anthony Kamradt

Lincoln Investmentindependent RIAPottstown, Pa dual registrantIAPD 6190236

Certified Financial Planner

Feed of 09/15/2026

Also filed as Edward Anthony Kamradt

At current firm

0 y

since May 4, 2026

In the industry

13 y

since Apr 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Lincoln Investment independent RIA current
since May 4, 2026 · Pottstown, Pa
LPL Financial LLC BD affiliated
Aug 23, 2023 to May 17, 2026 · Doylestown, Pa
Citizens Securities, Inc. BD affiliated
Dec 8, 2022 to Aug 4, 2023 · Conshohocken, Pa
Vanguard Advisers, Inc. BD affiliated
Sep 2, 2020 to Dec 9, 2022 · Malvern, Pa
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jul 20, 2020 · Boston, Ma
Strategic Advisers LLC national BD
Nov 10, 2015 to Jul 13, 2018 · Nashua, Nh

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Lincoln Investment
left May 17, 2026, registered May 4, 2026 (-13 days) · Affiliated broker-dealer or bank to independent RIA
Citizens Securities, Inc. to LPL Financial LLC
left Aug 4, 2023, registered Aug 23, 2023 (19 days) · Affiliated broker-dealer or bank to another
Vanguard Advisers, Inc. to Citizens Securities, Inc.
left Dec 9, 2022, registered Dec 8, 2022 (-1 days) · Affiliated broker-dealer or bank to another
Fidelity Personal And Workplace Advisors to Vanguard Advisers, Inc.
left Jul 20, 2020, registered Sep 2, 2020 (44 days) · Affiliated broker-dealer or bank to another
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Edward Anthony Kamradt left Lpl Financial Llc for Lincoln Investment (registered 2026-05-04)
May 17, 2026 · Advisor changed firm · fact
Edward Anthony Kamradt left Citizens Securities, Inc. for Lpl Financial Llc (registered 2023-08-23)
Aug 4, 2023 · Advisor changed firm · fact
Edward Anthony Kamradt left Vanguard Advisers, Inc. for Citizens Securities, Inc. (registered 2022-12-08)
Dec 9, 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address