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Advisor at EAGLE STRATEGIES LLC
WALTHAM, 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 |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | Bd affiliated wealth | May 9, 2024 | n/a | yes | WALTHAM, MA | Current employment |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Nov 8, 2010 | Dec 31, 2016 | no | LINCOLN, NE|Daytona Beach, FL|FRANKLIN, MA | Previous registration |
| STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | Asset manager | Nov 3, 2001 | Sep 8, 2008 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES | EAGLE STRATEGIES LLC | Dec 31, 2016 | May 9, 2024 | 2,686 | Firm change after gap | Other |
| STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | AMERITAS ADVISORY SERVICES | Sep 8, 2008 | Nov 8, 2010 | 791 | Firm change after gap | Other |