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Advisor at ACUMEN ASSOCIATES LLC
CLIVE, IA
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 |
|---|---|---|---|---|---|---|
| ACUMEN ASSOCIATES LLC | State registered | May 10, 2021 | n/a | yes | CLIVE, IA | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Sep 29, 2020 | Mar 23, 2021 | no | Waltham, MA | Previous registration |
| ACUMEN ASSOCIATES, LLC | n/a | Feb 14, 2017 | Jan 13, 2020 | no | CAMBRIDGE, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | ACUMEN ASSOCIATES LLC | Mar 23, 2021 | May 10, 2021 | 48 | Firm change | Ibd to state RIA |
| ACUMEN ASSOCIATES, LLC | EAGLE STRATEGIES LLC | Jan 13, 2020 | Sep 29, 2020 | 260 | Firm change | Other |