DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
HAGERSTOWN, MD | LISLE, IL
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 |
|---|---|---|---|---|---|---|
| CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | Independent wealth | Jun 16, 2026 | n/a | yes | LISLE, IL|HAGERSTOWN, MD | Current employment |
| SOAR FINANCIAL LLC | State registered | Sep 4, 2024 | Aug 11, 2026 | no | MURFREESBORO, TN|Hagerstown, MD | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Apr 23, 2020 | May 30, 2023 | no | PITTSBURGH, PA|HAGERSTOWN, MD | Previous registration |
| NATIONWIDE SECURITIES, LLC | No RAUM reported | Aug 1, 2008 | Mar 25, 2020 | no | WALKERSVILLE, MD|HAGERSTOWN, MD|HAGERSTOWN, MD|CUMBERLAND, MD | Previous registration |
| 1717 CAPITAL MANAGEMENT COMPANY | n/a | Apr 13, 2007 | Aug 1, 2008 | no | HAGERSTOWN, MD|NEWARK, DE|HAGERSTOWN, MD | Previous registration |
| EDWARD JONES | National bd RIA | Feb 7, 2007 | Feb 28, 2007 | no | MIDDLETOWN, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOAR FINANCIAL LLC | CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | Aug 11, 2026 | Jun 16, 2026 | -56 | Firm change after gap | Other |
| EAGLE STRATEGIES LLC | SOAR FINANCIAL LLC | May 30, 2023 | Sep 4, 2024 | 463 | Firm change after gap | Ibd to state RIA |
| NATIONWIDE SECURITIES, LLC | EAGLE STRATEGIES LLC | Mar 25, 2020 | Apr 23, 2020 | 29 | Firm change | Other |
| 1717 CAPITAL MANAGEMENT COMPANY | NATIONWIDE SECURITIES, LLC | Aug 1, 2008 | Aug 1, 2008 | 0 | Bulk transfer | Other |
| EDWARD JONES | 1717 CAPITAL MANAGEMENT COMPANY | Feb 28, 2007 | Apr 13, 2007 | 44 | Firm change | Other |