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.

Current firm

EAGLE STRATEGIES LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66

First exam

Mar 21, 2022

First registration

Mar 29, 2022

Dual registered

yes, broker-dealer

Other names

Alex O Martinez

IAPD individual key

7325768

• Occurred

  Jan 31, 2023
  Advisor changed firm

  Alejandro Ojeda Martinez left Fidelity Personal And Workplace Advisors for Eagle Strategies Llc (registered 2026-09-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dbc9a5bb-1816-c038-4cff-6d9133bae2a3

First observed

Mar 29, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.