DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Mark Eagle
Feed of 09/15/2026
At current firm
8 y
since Aug 6, 2018
In the industry
40 y
since Dec 3, 1985 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ameriprise Financial Services, LLC national BD currentsince Aug 6, 2018 · Palm Beach Gardens, Fl
- Mora Capital Management, LLC independent RIAFeb 25, 2015 to Aug 27, 2018 · West Palm Beach, Fl
- Capital Guardian Wealth Management, LLC formerNov 6, 2009 to Jan 9, 2015 · Miami, Fl
- Morgan Stanley wirehouseJun 1, 2009 to Dec 1, 2009 · West Palm Beach, Fl
- Citigroup Global Markets Inc. BD affiliatedJul 31, 1993 to Jun 1, 2009 · West Palm Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Mora Capital Management, LLC to Ameriprise Financial Services, LLCleft Aug 27, 2018, registered Aug 6, 2018 (-21 days) · RIA to affiliated broker-dealer or bank
- Capital Guardian Wealth Management, LLC to Mora Capital Management, LLCleft Jan 9, 2015, registered Feb 25, 2015 (47 days) · Other
- Morgan Stanley to Capital Guardian Wealth Management, LLCleft Dec 1, 2009, registered Nov 6, 2009 (-25 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address