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Advisor at RETIREMENT PLANNERS OF AMERICA
PLANO, TX | AUSTIN, TX
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 |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNERS OF AMERICA | Independent wealth | Mar 3, 2016 | n/a | yes | AUSTIN, TX|PLANO, TX | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jan 13, 2005 | Mar 8, 2016 | no | SOUTHLAKE, TX|SOUTHLAKE, TX | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Apr 1, 2002 | Apr 23, 2002 | no | HURST, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | RETIREMENT PLANNERS OF AMERICA | Mar 8, 2016 | Mar 3, 2016 | -5 | Firm change | Other |
| PRUCO SECURITIES, LLC | EAGLE STRATEGIES LLC | Apr 23, 2002 | Jan 13, 2005 | 996 | Firm change after gap | Other |