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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 18, 2025 | n/a | yes | FRISCO, TX | Current employment |
| Familywealth | Mixed wealth | May 29, 2025 | Sep 8, 2025 | no | LAKE MARY, FL|Argyle, TX | Previous registration |
| EDWARD JONES | National bd RIA | Apr 22, 2009 | Feb 14, 2012 | no | ST LOUIS, MO|DENTON, TX|VAN ALSTYNE, TX|FLOWER MOUND, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Familywealth | EAGLE FINANCIAL ADVISORS, LLC | Sep 8, 2025 | Sep 18, 2025 | 10 | Firm change | RIA to RIA |
| EDWARD JONES | Familywealth | Feb 14, 2012 | May 29, 2025 | 4,853 | Firm change after gap | Ibd to RIA |