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Advisor at EAGLE'S CREST ADVISORS, LLC
Orange City, FL | HUNTINGTON, NY
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'S CREST ADVISORS, LLC | Independent wealth | Jun 25, 2026 | n/a | yes | Orange City, FL|HUNTINGTON, NY | Current employment |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Feb 17, 2012 | Jun 16, 2026 | no | ORLANDO, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 23, 2007 | Mar 27, 2012 | no | ORLANDO, FL|Orlando, FL|Orlando, FL|MAITLAND, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | EAGLE'S CREST ADVISORS, LLC | Jun 16, 2026 | Jun 25, 2026 | 9 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Mar 27, 2012 | Feb 17, 2012 | -39 | Channel change | Other |