DFX Intelligence

RIA Intelligence

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.

1,110 moves
AdvisorFromToTypeLeftRegistered
Clode MoradiEagle Strategies LLC BD affiliatedBrilliant Financial Strategies LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserApr 5, 2018Nov 19, 2021 (1324 d)
Jeffrey Vincent DesmaraisEagle Strategies LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 5, 2018Apr 9, 2018
Namhee ParkEagle Strategies LLC otherMML Investors Services, LLC BD affiliatedOtherMar 27, 2018Apr 11, 2018
Robert A AndersonEagle Strategies LLC otherMML Investors Services, LLC BD affiliatedOtherMar 19, 2018May 3, 2018 (45 d)
Larry Jamie McgroryEagle Strategies LLC otherMML Investors Services, LLC BD affiliatedOtherMar 16, 2018Jun 14, 2021 (1186 d)
Chadwick R NoyesEagle Strategies LLC otherMML Investors Services, LLC BD affiliatedOtherMar 16, 2018Oct 15, 2019 (578 d)
Jason DemeoEagle Strategies LLC otherHsbc Securities (USA) Inc. otherOtherMar 2, 2018Mar 26, 2018
William Esteban RomeroEagle Strategies LLC otherAmeriprise Financial Services, LLC national BDOtherFeb 22, 2018Nov 1, 2018 (252 d)
Jesse John BowmanEagle Strategies LLC otherHuntington Financial Advisors otherOtherFeb 22, 2018Mar 6, 2018
Jacob RocchiEagle Strategies LLC otherEaton Vance Management mixed wealthOtherFeb 22, 2018Feb 20, 2018
Ridgely HuntEagle Strategies LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 21, 2018Mar 9, 2018
Alana LightEagle Strategies LLC otherMclean Asset Management Corp. otherOtherFeb 15, 2018Feb 26, 2018
Matthew William ConwayEagle Strategies LLC otherThrivent Investment Management Inc. BD affiliatedOtherFeb 13, 2018Sep 4, 2024 (2395 d)
Ryan Earl CarlsonEagle Strategies LLC otherLincoln Investment otherOtherJan 26, 2018Jan 22, 2018
Leila Dupree SchaeferEagle Strategies LLC otherMosaic Wealth Strategies LLC state registeredOtherJan 22, 2018Jan 29, 2018
Leila Diane DudleyEagle Strategies LLC otherMosaic Wealth Strategies LLC state registeredOtherJan 22, 2018Jan 29, 2018
Andrea Beth SheikhEagle Strategies LLC otherOsaic Fa, Inc. BD affiliatedOtherJan 18, 2018Jun 22, 2018 (155 d)
Billy Ray WilliamsEagle Strategies LLC otherAptus Capital Advisors, LLC independent RIAOtherJan 9, 2018Jan 9, 2018
Denton Mead NerisonEagle Strategies LLC otherTorres Financial Services, Inc. state registeredOtherJan 5, 2018May 29, 2018 (144 d)
Shane Michael SwansonEagle Strategies LLC otherMutual Of Omaha Investor Services, Inc. no RAUMOtherJan 2, 2018Apr 12, 2018 (100 d)
Lawrence S FriedmanEagle Strategies LLC otherPark Avenue Securities LLC BD affiliatedOtherDec 21, 2017Feb 9, 2018 (50 d)
Michael William ObrienEagle Strategies LLC otherEmpower Advisory Group, LLC otherOtherDec 13, 2017Dec 22, 2017
Kent William BinningEagle Strategies LLC otherAllegis Investment Advisors, LLC otherOtherDec 7, 2017Dec 5, 2017
Daniel Raymond RoseEagle Strategies LLC otherSantander Securities otherOtherDec 5, 2017Dec 4, 2017
David Thomas RobinsonEagle Strategies LLC otherCetera Investment Advisers LLC otherOtherDec 4, 2017Dec 7, 2017
Edward Dale MeracleEagle Strategies LLC otherPark Avenue Securities LLC BD affiliatedOtherNov 30, 2017Dec 21, 2017
Jeffrey Allen DunnEagle Strategies LLC otherEdward Jones national BDOtherNov 20, 2017Jan 16, 2018 (57 d)
Jason Taehoon KooEagle Strategies LLC otherPark Avenue Securities LLC BD affiliatedOtherNov 20, 2017Nov 17, 2017
Jude A WattersEagle Strategies LLC otherAllstate Financial Advisors, LLC no RAUMOtherNov 2, 2017Jan 9, 2018 (68 d)
Daniel M St. JeanEagle Strategies LLC otherMML Investors Services, LLC otherOtherOct 11, 2017Nov 9, 2017
Jarad Thomas PlummerEagle Strategies LLC otherMML Investors Services, LLC otherOtherOct 5, 2017Nov 28, 2017 (54 d)
Edward Robert VrablikEagle Strategies LLC otherLevel Four Advisory Services otherOtherOct 3, 2017Oct 13, 2017
Mark Christian PallackEagle Strategies LLC otherHarvest Investment Consultants LLC otherOtherSep 18, 2017Oct 3, 2017
Anand K K NairEagle Strategies LLC otherPark Avenue Securities LLC otherOtherSep 15, 2017Oct 26, 2017 (41 d)
Hallie Houston EadsEagle Strategies LLC otherAdvice And Planning Services otherOtherSep 11, 2017Oct 20, 2017 (39 d)
Brian Paul SpitzleyEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherSep 6, 2017Sep 1, 2017
Kyle Robert CooperEagle Strategies LLC otherFinancial Strategies Group, Inc no RAUMOtherSep 6, 2017Sep 7, 2017
Ronald Stephen ThompsonEagle Strategies LLC otherFinancial Strategies Group, Inc no RAUMOtherAug 2, 2017Aug 1, 2017
Brandon Ellis CarterEagle Strategies LLC otherFinancial Strategies Group, Inc no RAUMOtherAug 2, 2017Aug 1, 2017
Brice Patrick CarterEagle Strategies LLC otherFinancial Strategies Group, Inc independent RIAOtherAug 2, 2017Jul 17, 2024 (2541 d)
Antonio Dewayne SankeyEagle Strategies LLC otherTriumph Wealth Advisors, Inc. otherOtherJul 19, 2017Jul 28, 2017
Brian Patrick CallahanEagle Strategies LLC otherMML Investors Services, LLC otherOtherJul 6, 2017Sep 11, 2017 (67 d)
Michael Richard SimaEagle Strategies LLC otherPruco Securities, LLC BD affiliatedOtherJun 30, 2017Sep 20, 2018 (447 d)
Matthew Wayne GoffEagle Strategies LLC otherArk Financial Advisors, LLC unclassifiedOtherJun 22, 2017Jul 7, 2017
Johnny Gin Yang NgEagle Strategies LLC otherAmeriprise Financial Services, LLC national BDOtherJun 6, 2017Jun 7, 2017
Leo Edwin RennerEagle Strategies LLC otherMML Investors Services, LLC otherOtherMay 25, 2017Sep 25, 2017 (123 d)
Thomas John VilleneuveEagle Strategies LLC otherCitizens Securities, Inc. BD affiliatedOtherMay 17, 2017Jan 4, 2019 (597 d)
Nathan Michael BadowskiEagle Strategies LLC otherPruco Securities, LLC otherOtherMay 16, 2017May 30, 2017
Jeffrey WheelerEagle Strategies LLC otherEdward Jones national BDOtherMay 8, 2017Jun 14, 2017 (37 d)
John OlivaEagle Strategies LLC otherEquitable Advisors, LLC national BDOtherMay 8, 2017May 5, 2017
Thomas Earl NealEagle Strategies LLC otherAllstate Financial Advisors, LLC no RAUMOtherMay 8, 2017May 18, 2017
Robert Forrest ZimmerEagle Strategies LLC otherBenjamin F. Edwards & Company, Incorporated otherOtherApr 25, 2017Apr 21, 2017
Debra PressEagle Strategies LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 5, 2017Nov 6, 2017 (215 d)
Edward R WildermuthEagle Strategies LLC otherMML Investors Services, LLC otherOtherApr 5, 2017Apr 19, 2017
Charles P FloeckherEagle Strategies LLC otherCitizens Securities, Inc. BD affiliatedOtherApr 4, 2017Dec 20, 2018 (625 d)
Harvinder S SahniEagle Strategies LLC otherOneamerica Securities, Inc. otherOtherApr 3, 2017Mar 3, 2017
John Frederick SchweitzerEagle Strategies LLC otherScottrade Investment Management otherOtherMar 28, 2017Mar 30, 2017
Marc Alexander BregmanEagle Strategies LLC otherPark Avenue Securities LLC otherOtherFeb 24, 2017Mar 21, 2017
Ryan Keith VestEagle Strategies LLC otherRothschild Wealth LLC otherOtherFeb 21, 2017Mar 20, 2017
John David PatockEagle Strategies LLC otherMoloney Securities Asset Management LLC otherOtherFeb 17, 2017Feb 17, 2017
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