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

Jun 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jan 2, 2020

First registration

Sep 26, 2023

Dual registered

yes, broker-dealer

IAPD individual key

6690842

• Occurred

  Apr 9, 2025
  Advisor changed firm

  David Thomas Summers left Dent Wealth Advisors for Eagle Strategies Llc (registered 2025-08-05)

  Form ADVobserved 6 days ago
• Occurred

  Oct 24, 2023
  Advisor changed firm

  David Thomas Summers left Eagle Strategies Llc for Dent Wealth Advisors (registered 2023-10-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fe98e493-3b0f-128b-1cc3-b817a8d4de02

First observed

Sep 26, 2023

Last observed

Sep 14, 2026 7 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.