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Advisor at EAGLE STRATEGIES LLC
WESTBOROUGH, MA | GREEN VALLEY, AZ
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 | Mar 3, 2023 | n/a | yes | GREEN VALLEY, AZ|WESTBOROUGH, MA | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 7, 2022 | Jan 20, 2023 | no | PORTSMOUTH, NH | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | May 14, 2018 | Jan 26, 2022 | no | BRAINTREE, MA|BURLINGTON, MA|Woburn, MA|NASHUA, NH|Woburn, MA | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Feb 20, 2018 | May 17, 2018 | no | ANDOVER, MA | Previous registration |
| WADDELL & REED | Former SEC adviser | Feb 1, 2006 | Dec 4, 2007 | no | BEDFORD, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | EAGLE STRATEGIES LLC | Jan 20, 2023 | Mar 3, 2023 | 42 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | EQUITABLE ADVISORS, LLC | Jan 26, 2022 | Mar 7, 2022 | 40 | Firm change | Ibd to ibd |
| EAGLE STRATEGIES LLC | CITIZENS SECURITIES, INC. | May 17, 2018 | May 14, 2018 | -3 | Firm change | Ibd to ibd |
| WADDELL & REED | EAGLE STRATEGIES LLC | Dec 4, 2007 | Feb 20, 2018 | 3,731 | Firm change after gap | Other |