Advisor moves

Departures from Eagle Strategies LLC

1,110 moves
AdvisorFromToTypeLeftRegistered
Justin Lee MagnessEagle Strategies LLC otherState Farm Investment Management Corp. asset managerOtherFeb 14, 2017Apr 10, 2019 (785 d)
Heather Amanda OlsonEagle Strategies LLC otherOneamerica Securities, Inc. otherOtherFeb 10, 2017Jun 12, 2017 (122 d)
John Lee BibleEagle Strategies LLC otherBible & Sovereign Partners Financial Services state registeredOtherFeb 2, 2017Dec 12, 2018 (678 d)
Robert Aaron WilsonEagle Strategies LLC otherTriad Advisors, LLC otherOtherJan 19, 2017Jan 5, 2017
John Louis DalyEagle Strategies LLC otherJfr Financial Services, Inc. otherOtherJan 11, 2017Sep 13, 2017 (245 d)
Patrick Lee ReidEagle Strategies LLC otherLPL Financial LLC otherOtherJan 6, 2017Jan 11, 2017
Mark LombardiEagle Strategies LLC otherStrategic Advisers LLC national BDOtherJan 5, 2017Feb 28, 2017 (54 d)
Eric Ramsey GrayEagle Strategies LLC otherValic Financial Advisors, Inc. otherOtherJan 4, 2017Aug 17, 2017 (225 d)
Brendan Michael CrewsEagle Strategies LLC otherDaviman Financial, LLC no RAUMOtherJan 3, 2017Jan 6, 2017
Mustafa OsmanEagle Strategies LLC otherUBS Financial Services Inc. wirehouseOtherDec 20, 2016Jan 12, 2017
Jonathon Whitacre SanningEagle Strategies LLC otherPruco Securities, LLC otherOtherDec 13, 2016Jan 11, 2017
Paul Harold DickmanEagle Strategies LLC otherValic Financial Advisors, Inc. otherOtherDec 8, 2016Dec 7, 2016
Nadine TarabishiEagle Strategies LLC otherSii Investments, Inc. otherOtherNov 29, 2016Nov 29, 2016
Zachary EngraffEagle Strategies LLC otherOsaic Fs, Inc. otherOtherNov 16, 2016Nov 1, 2016
Michael Paul ButenskyEagle Strategies LLC otherEquitable Advisors, LLC national BDOtherNov 7, 2016Oct 28, 2016
Rone John DavisEagle Strategies LLC otherDaviman Financial, LLC no RAUMOtherNov 7, 2016Nov 18, 2016
Frank MoschellaEagle Strategies LLC otherWells Fargo Advisors wirehouseOtherNov 2, 2016Dec 9, 2016 (37 d)
Richard Escay AscalonEagle Strategies LLC otherJ.P. Morgan Securities LLC wirehouseOtherOct 27, 2016Nov 7, 2016
Frank ChiovaroEagle Strategies LLC otherMorgan Stanley wirehouseOtherOct 27, 2016Oct 26, 2016
Sean Patrick FranklinEagle Strategies LLC otherStratos Wealth Partners, Ltd otherOtherOct 26, 2016Oct 28, 2016
John S DiamondEagle Strategies LLC otherCommonwealth Financial Network national BDOtherOct 19, 2016Oct 31, 2024 (2934 d)
Jordan Pablo PavlidesEagle Strategies LLC otherAdvice And Planning Services otherOtherOct 7, 2016Oct 11, 2016
Angel Ruben TineoEagle Strategies LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 29, 2016Nov 15, 2016 (47 d)
Wen-Liang HuangEagle Strategies LLC otherSecurian Financial Services, Inc. otherOtherSep 6, 2016Oct 6, 2016
Victor Louis ColellaEagle Strategies LLC otherRwa Wealth Partners otherOtherSep 1, 2016Sep 26, 2016
Martina Arelis Jimenez SperryEagle Strategies LLC otherPruco Securities, LLC otherOtherAug 30, 2016Sep 29, 2016
John Edward WilliamsEagle Strategies LLC otherMsi Financial Services, Inc. otherOtherAug 23, 2016Aug 15, 2016
Patrick NeeEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherAug 15, 2016Feb 17, 2015
Douglas PaddenEagle Strategies LLC otherMsi Financial Services, Inc. otherOtherAug 15, 2016Aug 10, 2016
Kyle A DeraedtEagle Strategies LLC otherNorthwestern Mutual Investment Services,LLC no RAUMOtherAug 15, 2016Sep 6, 2016
Andrew Sullivan DooleyEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherAug 4, 2016May 16, 2016
Thomas J VineEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherJul 25, 2016Dec 1, 2015
Timothy Jefferson PowerEagle Strategies LLC otherSurepath Wealth Management unclassifiedOtherJul 21, 2016Jul 18, 2016
Richard J CawthorneEagle Strategies LLC otherAlpha Pension Group, Inc. no RAUMOtherJul 12, 2016Oct 27, 2014
Michael Franklin BreadyEagle Strategies LLC otherSb Advisory, LLC otherOtherJul 12, 2016Jul 12, 2016
Jonas BrierEagle Strategies LLC otherEmpower Advisory Group, LLC institutionalOtherJul 8, 2016Nov 28, 2018 (873 d)
Kevin D TeixeiraEagle Strategies LLC otherTeixeira Wealth Management LLC state registeredOtherJul 6, 2016Jul 8, 2016
Yohei FukudaEagle Strategies LLC otherHonest Wealth LLC state registeredOtherJul 6, 2016Mar 4, 2025 (3163 d)
Roxane Kronon GalatiEagle Strategies LLC otherAmeriplanning And Investments LLC unclassifiedOtherJun 24, 2016Aug 30, 2016 (67 d)
Eric Michael LardnerEagle Strategies LLC otherAmeriprise Financial Services, LLC national BDOtherJun 14, 2016Jun 8, 2016
Vicki K SchappEagle Strategies LLC otherTransamerica Financial Advisors, LLC otherOtherJun 13, 2016Sep 21, 2017 (465 d)
Kevin Karl BraunschweigerEagle Strategies LLC otherThrivent Investment Management Inc. otherOtherJun 9, 2016Jul 7, 2017 (393 d)
Paul Thomas TuomeyEagle Strategies LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherJun 3, 2016Jan 20, 2026 (3518 d)
Raul M BlancoEagle Strategies LLC otherUsaa Financial Planning Services no RAUMOtherMay 27, 2016Jun 23, 2016
Gregory Owen MccurryEagle Strategies LLC otherRetirement Planners Of America otherOtherMay 10, 2016May 12, 2016
Donald Paul RobbinsEagle Strategies LLC otherMML Investors Services, LLC otherOtherMay 6, 2016Apr 12, 2016
Jamar CarrEagle Strategies LLC otherOppenheimer & Co. Inc. otherOtherApr 12, 2016Apr 27, 2016
Patrick James SirayathornEagle Strategies LLC otherCrest Private Wealth, LLC state registeredOtherApr 6, 2016Feb 8, 2024 (2864 d)
Michael Dale DraperEagle Strategies LLC otherOsaic Fs, Inc. otherOtherApr 5, 2016Apr 1, 2016
Thomas Henderson PaceEagle Strategies LLC otherRetirement Planners Of America otherOtherMar 8, 2016Mar 3, 2016
Robert Hamilton HannanEagle Strategies LLC otherThe Capital Group Investment Advisory Services, LLC otherOtherFeb 22, 2016Feb 26, 2016
Kyle Evan MurphyEagle Strategies LLC otherClearview Financial state registeredOtherFeb 5, 2016Feb 12, 2016
Kevin Aaron BosticEagle Strategies LLC otherClearview Financial state registeredOtherFeb 5, 2016Feb 12, 2016
Michael Rourke BurkeEagle Strategies LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 15, 2016Feb 11, 2016
Suzanne Marie FitzgeraldEagle Strategies LLC otherExencial Wealth Advisors otherOtherJan 13, 2016Dec 23, 2015
Alexis Mikhail-Hirahara BuchholzEagle Strategies LLC otherAmeriprise Financial Services, LLC national BDOtherDec 8, 2015Dec 4, 2015
Jeffrey Edward SochaEagle Strategies LLC otherOakwell Private Wealth Management otherOtherDec 2, 2015Oct 26, 2015
Salvatore Alfred MondelloEagle Strategies LLC otherCitizens Securities, Inc. otherOtherNov 24, 2015Jan 6, 2016 (43 d)
Frances Ann TolerEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherNov 18, 2015Nov 16, 2015
Jonathan MeadEagle Strategies LLC otherMsi Financial Services, Inc. otherOtherNov 12, 2015Oct 30, 2015
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