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Advisor at ALTA WEALTH ADVISORS LLC
WOBURN, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ALTA WEALTH ADVISORS LLC | Independent wealth | Dec 10, 2025 | n/a | yes | WOBURN, MA | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | May 16, 2011 | Dec 17, 2025 | no | WALTHAM, MA|WALTHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | ALTA WEALTH ADVISORS LLC | Dec 17, 2025 | Dec 10, 2025 | -7 | Firm change | Ibd to RIA |