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Advisor at EAGLE'S CREST ADVISORS, LLC
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 | Apr 28, 2025 | n/a | yes | HUNTINGTON, NY | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Mar 25, 2024 | May 2, 2025 | no | NEW YORK, NY | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 7, 2013 | Mar 13, 2024 | no | Forest Hills, NY|Garden City, NY|New York City, NY | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 19, 2010 | May 31, 2013 | no | THE VILLAGES, FL|TAMPA, FL|NAPLES, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 7, 2005 | Jun 30, 2009 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | EAGLE'S CREST ADVISORS, LLC | May 2, 2025 | Apr 28, 2025 | -4 | Firm change | Ibd to new firm |
| CHARLES SCHWAB & CO., INC. | OPPENHEIMER & CO. INC. | Mar 13, 2024 | Mar 25, 2024 | 12 | Firm change | Ibd to ibd |
| STRATEGIC ADVISERS LLC | CHARLES SCHWAB & CO., INC. | May 31, 2013 | Aug 7, 2013 | 68 | Firm change | Ibd to ibd |