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

Joseph G Doniger

Eagle Strategies LLCBD affiliatedVienna, Vadual registrantIAPD 4875570

Feed of 09/14/2026

Also filed as Joe Doniger

At current firm

0 y

since Jul 1, 2026

In the industry

18 y

since Oct 25, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Eagle Strategies LLC BD affiliated current
since Jul 1, 2026 · Vienna, Va
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 23, 2020 to Jul 25, 2024 · New York, Ny
Integrity Alliance, LLC BD affiliated
Jun 12, 2019 to Dec 31, 2019 · Rockville, Md
Pruco Securities, LLC no RAUM
Feb 21, 2019 to Apr 16, 2019 · North Bethesda, Md
Truist Advisory Services, Inc. BD affiliated
Jul 24, 2017 to Jan 25, 2019 · Rockville, Md
Wells Fargo Advisors wirehouse
Oct 3, 2014 to May 9, 2017 · Potomac, Md
Signator Investors, Inc. former
May 28, 2013 to Aug 28, 2013 · Vienna, Va
Cl Wealth Management LLC independent RIA
Oct 20, 2011 to Aug 1, 2012 · Schaumburg, Il
MML Investors Services, LLC BD affiliated
Sep 25, 2008 to Nov 20, 2009 · Bethesda, Md
Msi Financial Services, Inc. former
Jul 11, 2008 to Aug 13, 2008 · Elkridge, Md

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Eagle Strategies LLC
left Jul 25, 2024, registered Jul 1, 2026 (706 days) · Wirehouse to affiliated broker-dealer or bank
Integrity Alliance, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 31, 2019, registered Jun 23, 2020 (175 days) · RIA to wirehouse
Pruco Securities, LLC to Integrity Alliance, LLC
left Apr 16, 2019, registered Jun 12, 2019 (57 days) · Affiliated broker-dealer or bank to independent RIA
Truist Advisory Services, Inc. to Pruco Securities, LLC
left Jan 25, 2019, registered Feb 21, 2019 (27 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Truist Advisory Services, Inc.
left May 9, 2017, registered Jul 24, 2017 (76 days) · Other
Signator Investors, Inc. to Wells Fargo Advisors
left Aug 28, 2013, registered Oct 3, 2014 (401 days) · Other
Cl Wealth Management LLC to Signator Investors, Inc.
left Aug 1, 2012, registered May 28, 2013 (300 days) · Other
MML Investors Services, LLC to Cl Wealth Management LLC
left Nov 20, 2009, registered Oct 20, 2011 (699 days) · Other
Msi Financial Services, Inc. to MML Investors Services, LLC
left Aug 13, 2008, registered Sep 25, 2008 (43 days) · Other

Signals

Joseph G Doniger left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Eagle Strategies Llc (registered 2026-07-01)
Jul 25, 2024 · Advisor changed firm · fact

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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address