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.
Advisor moves
Departures from Eagle Strategies LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William James Buehler | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 10, 2026 | Sep 4, 2026 |
| Daniel Patrick Burke | Eagle Strategies LLC BD affiliated | Generational Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 10, 2026 | Aug 20, 2026 |
| Benito Ibarra | Eagle Strategies LLC BD affiliated | Mariner BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2026 | Sep 4, 2026 |
| Benjamin Bing Yin | Eagle Strategies LLC BD affiliated | Generational Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 1, 2026 | Aug 24, 2026 |
| Matthew Pisera | Eagle Strategies LLC BD affiliated | Generational Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 1, 2026 | Aug 20, 2026 |
| Vincent Pack | Eagle Strategies LLC BD affiliated | Waverly Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2026 | Aug 14, 2026 |
| Beau Jacob Welsh | Eagle Strategies LLC BD affiliated | Generational Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 1, 2026 | Aug 20, 2026 |
| Nathan Allan York | Eagle Strategies LLC BD affiliated | Generational Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 27, 2026 | Aug 21, 2026 |
| Thomas Nolan Pendleton | Eagle Strategies LLC BD affiliated | Generational Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 27, 2026 | Aug 21, 2026 |
| Bryan Adam Schimmel | Eagle Strategies LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 27, 2026 | Aug 24, 2026 |
| James Jose Jazo | Eagle Strategies LLC BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2026 | Sep 9, 2026 |
| Joseph Edward Baumgartner | Eagle Strategies LLC BD affiliated | RBC Rochdale, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2026 | Aug 27, 2026 |
| John Whitney Hudson | Eagle Strategies LLC BD affiliated | Hudson & Associates Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 14, 2026 | Aug 6, 2026 |
| Jackson Robert Rotondo | Eagle Strategies LLC BD affiliated | Diversify Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2026 | Jul 20, 2026 |
| Robert Drexel | Eagle Strategies LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2026 | Aug 18, 2026 |
| Alice Larisa Wilms | Eagle Strategies LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Jul 24, 2026 |
| Eitan Aharon | Eagle Strategies LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 4, 2026 | Aug 19, 2026 |
| Leo Rotman | Eagle Strategies LLC BD affiliated | Diversify Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2026 | Jul 20, 2026 |
| Elizabeth Magner Simon Crawley | Eagle Strategies LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 24, 2026 | Aug 5, 2026 |
| Belema Sophie Dyegh | Eagle Strategies LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2026 | Jul 29, 2026 |
| Alexa Sider Pao | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 15, 2026 | Aug 25, 2026 (41 d) |
| Kevin Lee Stokes | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 16, 2026 |
| Melissa Elaine Gordon | Eagle Strategies LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jun 30, 2026 |
| Matt Lemmond | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jun 22, 2026 |
| Domenic Matthew Battistella | Eagle Strategies LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2026 | Jun 24, 2026 |
| Dylan Justice Purdy | Eagle Strategies LLC BD affiliated | Liberty Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 23, 2026 | Jun 30, 2026 |
| Benjamin Thomas Eby | Eagle Strategies LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 17, 2026 | Jun 18, 2026 |
| Abid Ali Khan | Eagle Strategies LLC BD affiliated | Sequent Planning, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2026 | Oct 16, 2025 |
| Cody Bennett | Eagle Strategies LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 17, 2026 |
| Raylonte Marqui Roach | Eagle Strategies LLC BD affiliated | T. Rowe Price Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2026 | Jul 16, 2026 (45 d) |
| Ray J Gonzalez | Eagle Strategies LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | May 28, 2026 |
| Meredith Holmes Mckinley | Eagle Strategies LLC BD affiliated | Hornor, Townsend & Kent, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Jun 2, 2026 |
| Schemia Marshae Rowan | Eagle Strategies LLC BD affiliated | Cwm, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2026 | May 29, 2026 |
| Lakeith Decody Bradford | Eagle Strategies LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2026 | Jun 16, 2026 |
| Mark S Stratton | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2026 | May 22, 2026 |
| Alicia E Cardona | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2026 | Sep 8, 2026 (110 d) |
| Sunny Fang Yu Yang | Eagle Strategies LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | Aug 26, 2026 (99 d) |
| Jacob Bolstad | Eagle Strategies LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 18, 2026 | Jun 8, 2026 |
| Melissa Kenshalo | Eagle Strategies LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 6, 2026 | May 8, 2026 |
| Julia Mae Owens | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2026 | Apr 23, 2026 |
| Matthew Ryan Carmichael | Eagle Strategies LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2026 | Apr 28, 2026 |
| Hasan A Hoke | Eagle Strategies LLC BD affiliated | Procyon mixed wealth | Affiliated broker-dealer or bank to independent RIA | May 4, 2026 | May 11, 2026 |
| James Robert Vandre | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 23, 2026 |
| Douglas Szoka | Eagle Strategies LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Apr 21, 2026 |
| Benjamin Micajah Berry | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2026 | Apr 20, 2026 |
| Michael Gu | Eagle Strategies LLC BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Jun 24, 2026 (62 d) |
| Dominic Pizzuco | Eagle Strategies LLC BD affiliated | Sofi Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2026 | Apr 29, 2026 |
| Scott Cohen | Eagle Strategies LLC BD affiliated | Winthrop Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 10, 2026 |
| Robert Abendroth | Eagle Strategies LLC BD affiliated | Winthrop Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 10, 2026 |
| Kevin S Martin | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Aug 24, 2026 (136 d) |
| Jose D Guzman | Eagle Strategies LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Apr 7, 2026 |
| Robert Douglas Hartman | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Jun 23, 2026 (85 d) |
| John Benjamin Fahey | Eagle Strategies LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2026 | Mar 20, 2026 |
| Paul Guy Fimognari | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Mar 18, 2026 |
| Michael Rosario Testa | Eagle Strategies LLC BD affiliated | Tailored Wealth Solutions no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 20, 2026 | Mar 16, 2026 |
| Julianne Hertel | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 20, 2026 | Apr 2, 2026 |
| John Debrito | Eagle Strategies LLC BD affiliated | Balanz mixed wealth | Affiliated broker-dealer or bank to independent RIA | Mar 20, 2026 | Mar 23, 2026 |
| Andrew Goodall | Eagle Strategies LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 20, 2026 | Mar 19, 2026 |
| John Joseph Papielion | Eagle Strategies LLC BD affiliated | Tailored Wealth Solutions no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 20, 2026 | Mar 16, 2026 |
| Nicolas Robert Carbone | Eagle Strategies LLC BD affiliated | Tailored Wealth Solutions no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 17, 2026 | Mar 16, 2026 |
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1,105 moves match.