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Advisor at MISSIONSQUARE RETIREMENT
Costa Mesa, CA | WASHINGTON, DC
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 |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Jan 30, 2026 | n/a | yes | Costa Mesa, CA|WASHINGTON, DC | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Feb 28, 2025 | Jan 22, 2026 | no | ANAHEIM, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | MISSIONSQUARE RETIREMENT | Jan 22, 2026 | Jan 30, 2026 | 8 | Firm change | Ibd to ibd |