DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WINTHROP WEALTH
BOSTON, MA | Framingham, MA
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 |
|---|---|---|---|---|---|---|
| WINTHROP WEALTH | Independent wealth | Apr 10, 2026 | n/a | yes | Framingham, MA|BOSTON, MA | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | May 7, 2018 | Apr 13, 2026 | no | WALTHAM, MA|Natick, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | WINTHROP WEALTH | Apr 13, 2026 | Apr 10, 2026 | -3 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110826:288178:MA:2026-04-13 | Apr 13, 2026 | Apr 10, 2026 | NATICK, MA | Firm change |