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Advisor at EAGLE STRATEGIES LLC
CHARLOTTE, NC | NEW YORK, NY
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 | Sep 17, 2025 | n/a | yes | CHARLOTTE, NC|NEW YORK, NY | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 1, 2021 | Nov 13, 2024 | no | Charlotte, NC | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Oct 14, 2020 | Nov 1, 2021 | no | Charlotte, NC|LINCOLN, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | EAGLE STRATEGIES LLC | Nov 13, 2024 | Sep 17, 2025 | 308 | Firm change | Ibd to ibd |
| AMERITAS ADVISORY SERVICES | AMERITAS ADVISORY SERVICES, LLC | Nov 1, 2021 | Nov 1, 2021 | 0 | Bulk transfer | Ibd to ibd |