DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EAGLE INVESTMENT ADVISORS
Downingtown, PA
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 |
|---|---|---|---|---|---|---|
| EAGLE INVESTMENT ADVISORS | Independent wealth | Jun 8, 2012 | n/a | yes | Downingtown, PA | Current employment |
| EAGLE INVESTMENT ADVISORS, LLC | n/a | Oct 3, 2006 | Jun 11, 2007 | no | EXTON, PA | Previous registration |
| WEATHERVANE WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 24, 2004 | Oct 10, 2006 | no | EXTON, PA | Previous registration |
| PATRIOT ADVISORS, INC. | n/a | Mar 9, 2004 | Aug 11, 2004 | no | EXTON, PA | Previous registration |
| BONDS & PAULUS ASSOCIATES, INC. | n/a | Jul 28, 1999 | Nov 19, 2003 | no | EXTON, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE INVESTMENT ADVISORS, LLC | EAGLE INVESTMENT ADVISORS | Jun 11, 2007 | Jun 8, 2012 | 1,824 | Firm change after gap | Other |
| WEATHERVANE WEALTH MANAGEMENT, LLC | EAGLE INVESTMENT ADVISORS, LLC | Oct 10, 2006 | Oct 3, 2006 | -7 | Firm change | Other |
| PATRIOT ADVISORS, INC. | WEATHERVANE WEALTH MANAGEMENT, LLC | Aug 11, 2004 | Aug 24, 2004 | 13 | Firm change | Other |
| BONDS & PAULUS ASSOCIATES, INC. | PATRIOT ADVISORS, INC. | Nov 19, 2003 | Mar 9, 2004 | 111 | Firm change | Other |