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Advisor at EAGLE FINANCIAL ADVISORS, LLC
FRISCO, 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 |
|---|---|---|---|---|---|---|
| EAGLE FINANCIAL ADVISORS, LLC | Former SEC adviser | Sep 25, 2019 | n/a | yes | FRISCO, TX | Current employment |
| NVEST WEALTH STRATEGIES, INC. | Independent wealth | Mar 20, 2018 | Jan 2, 2019 | no | Powell, OH | Previous registration |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Aug 14, 2017 | Feb 7, 2018 | no | WAVERLY, IA|Marion, OH | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Dec 12, 2016 | Aug 2, 2017 | no | MARION, OH|Marion, OH | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 12, 2015 | Dec 6, 2016 | no | Columbus, OH | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Feb 18, 2004 | Jun 25, 2015 | no | COLUMBUS, OH|POWELL, OH|POWELL, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NVEST WEALTH STRATEGIES, INC. | EAGLE FINANCIAL ADVISORS, LLC | Jan 2, 2019 | Sep 25, 2019 | 266 | Firm change | Other |
| CUNA BROKERAGE SERVICES, INC. | NVEST WEALTH STRATEGIES, INC. | Feb 7, 2018 | Mar 20, 2018 | 41 | Firm change | Other |
| CUSO FINANCIAL SERVICES, L.P. | CUNA BROKERAGE SERVICES, INC. | Aug 2, 2017 | Aug 14, 2017 | 12 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | CUSO FINANCIAL SERVICES, L.P. | Dec 6, 2016 | Dec 12, 2016 | 6 | Firm change | Other |
| HORNOR, TOWNSEND & KENT, LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Jun 25, 2015 | Jun 12, 2015 | -13 | Firm change | Other |