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Advisor at EAGLE WEALTH MANAGEMENT, INC.
MCKINNEY, 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 WEALTH MANAGEMENT, INC. | State registered | Jan 2, 2025 | n/a | yes | MCKINNEY, TX | Current employment |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Mar 1, 2018 | Dec 12, 2019 | no | Pasadena, CA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Mar 1, 2018 | Dec 12, 2019 | no | Pasadena, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 4, 1997 | Apr 21, 2016 | no | Upland, CA|UPLAND, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TD AMERITRADE, INC. | EAGLE WEALTH MANAGEMENT, INC. | Dec 12, 2019 | Jan 2, 2025 | 1,848 | Firm change after gap | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Dec 12, 2019 | Mar 1, 2018 | -651 | Channel change | Other |
| CHARLES SCHWAB & CO., INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Apr 21, 2016 | Mar 1, 2018 | 679 | Firm change after gap | Ibd to RIA |