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Current Employers
Fiscal Wisdom Wealth Management Llc

61 Maple Avenue, Canton, CT 06019 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-03-23
  • CT RA
    APPROVED
    Since 2026-03-23

Branch Locations

226 S. Main St., Thomaston, CT 06787 • United States

61 Maple Avenue, Canton, CT 06019 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 07/2008 02/2026
Arete Wealth Management Chicago IL 04/2026 Present
Fiscal Wisdom Wealth Management Llc Canton CT 03/2026 Present
Previous Registrations
Other Businesses

Fiscal Wisdom, dba, Investment Professional; Canton, Connecticut 06019; 160 hours per month during trading hours. Start date: 04/2026.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-07
  • S66 Uniform Combined State Law Examination
    2006-08-07
Other Names
  • Allen Dunahoo
  • Allen Edward Dunahoo
  • Allen Edward Turton Dunahoo

View on SEC IAPD

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