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Advisor at EAGLE WEALTH ADVISORS
WESTPORT, CT
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 ADVISORS | Independent wealth | May 14, 2020 | n/a | yes | WESTPORT, CT | Current employment |
| AEGIS CAPITAL CORP. | Bd affiliated wealth | Jun 17, 2015 | Jul 21, 2021 | no | SARASOTA, FL|NEW YORK, NY | Previous registration |
| JHS CAPITAL ADVISORS, LLC | Former SEC adviser | Jan 12, 2015 | Jun 17, 2015 | no | SARASOTA, FL|TAMPA, FL | Previous registration |
| CADARET GRANT & CO INC | Former SEC adviser | Nov 6, 2012 | Jan 8, 2015 | no | SARASOTA, FL|CICERO, NY|CICERO, NY|GROTON, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AEGIS CAPITAL CORP. | EAGLE WEALTH ADVISORS | Jul 21, 2021 | May 14, 2020 | -433 | Firm change after gap | Ibd to RIA |
| JHS CAPITAL ADVISORS, LLC | AEGIS CAPITAL CORP. | Jun 17, 2015 | Jun 17, 2015 | 0 | Firm change | Other |
| CADARET GRANT & CO INC | JHS CAPITAL ADVISORS, LLC | Jan 8, 2015 | Jan 12, 2015 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112097:15007:FL:2015-06-17 | Jun 17, 2015 | Jun 17, 2015 | TAMPA, FL | Firm change |