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Reading the graph
Advisor at BALANZ
CORAL GABLES, FL
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 |
|---|---|---|---|---|---|---|
| Balanz | Mixed wealth | Mar 23, 2026 | n/a | yes | CORAL GABLES, FL | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Mar 2, 2026 | Mar 20, 2026 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | Balanz | Mar 20, 2026 | Mar 23, 2026 | 3 | Firm change | Ibd to RIA |