Advisor moves

Departures from Eagle Strategies LLC

1,110 moves
AdvisorFromToTypeLeftRegistered
Matthew Paul DiehlEagle Strategies LLC otherAdvice And Planning Services otherOtherAug 11, 2014Aug 26, 2014
Scott Andrew ClevelandEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherAug 6, 2014Aug 5, 2014
Jack ShawEagle Strategies LLC otherOneamerica Securities, Inc. otherOtherAug 4, 2014May 19, 2016 (654 d)
Andrew Bryant MeinbresseEagle Strategies LLC otherValic Financial Advisors, Inc. otherOtherAug 1, 2014Jul 28, 2014
Marcus Jearl HamEagle Strategies LLC otherTrue North Advisors, LLC independent RIAOtherJul 10, 2014Jun 27, 2018 (1448 d)
James Harrison WaughEagle Strategies LLC otherGlobal Financial Private Capital, Inc. otherOtherJul 1, 2014Dec 16, 2014 (168 d)
Jeffrey Benton KimballEagle Strategies LLC otherMML Investors Services, LLC otherOtherJun 10, 2014Jun 24, 2014
Joel Michael GreenbergEagle Strategies LLC otherPruco Securities, LLC otherOtherJun 9, 2014Jun 23, 2014
James Theodore DekoschakEagle Strategies LLC otherStrategic Advisers LLC national BDOtherJun 5, 2014Jul 29, 2014 (54 d)
Timothy A FrancisEagle Strategies LLC otherTransamerica Financial Advisors, LLC otherOtherJun 3, 2014Jul 11, 2014 (38 d)
Robert Edmund MatricardiEagle Strategies LLC otherEquitable Advisors, LLC national BDOtherMay 30, 2014Apr 16, 2015 (321 d)
Robert Grant HendricksonEagle Strategies LLC otherPrincipal Securities, Inc. otherOtherMay 29, 2014Jun 16, 2014
Amy Lynn ColtonEagle Strategies LLC otherLPL Financial LLC otherOtherMay 13, 2014May 8, 2014
Scott Gregory AyersEagle Strategies LLC otherMML Investors Services, LLC otherOtherMay 9, 2014Jun 11, 2014 (33 d)
Paul Cohn McclungEagle Strategies LLC otherBarclays Capital Inc. otherOtherMay 9, 2014May 15, 2014
Fernando Efrain RecaldeEagle Strategies LLC otherEsi Financial Advisors otherOtherMay 9, 2014May 6, 2014
Matthew Franken KokEagle Strategies LLC otherLPL Financial LLC otherOtherApr 23, 2014Apr 21, 2014
Matthew Blair CostelloEagle Strategies LLC otherWoodbury Financial Services, Inc. otherOtherApr 23, 2014Apr 18, 2014
Ellen M MyersEagle Strategies LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 18, 2014May 20, 2014 (32 d)
Fate Kellum SpurlockEagle Strategies LLC otherMML Investors Services, LLC otherOtherApr 14, 2014Jun 9, 2014 (56 d)
Tomonari YamanakaEagle Strategies LLC otherCitigroup Global Markets Inc. otherOtherApr 11, 2014Apr 14, 2014
Emil MusgroveEagle Strategies LLC otherMML Investors Services, LLC otherOtherApr 1, 2014Jul 21, 2017 (1207 d)
Kiet Gia HuaEagle Strategies LLC otherMML Investors Services, LLC otherOtherApr 1, 2014Jun 10, 2014 (70 d)
Laurel Ruth HostetlerEagle Strategies LLC otherEdelman Financial Services, LLC otherOtherMar 20, 2014Aug 17, 2015 (515 d)
Mark Allen GashEagle Strategies LLC otherLawing Financial Inc otherOtherMar 6, 2014Mar 7, 2014
Frank Rogers JonesEagle Strategies LLC otherEquitable Advisors, LLC national BDOtherJan 31, 2014Feb 3, 2015 (368 d)
Mark Anthony AvantEagle Strategies LLC otherAvant Capital, LLC independent RIAOtherJan 22, 2014Jan 17, 2014
Chang Baek ChunEagle Strategies LLC otherPruco Securities, LLC otherOtherJan 9, 2014Feb 20, 2014 (42 d)
Thomas Joseph ScanlanEagle Strategies LLC otherInvestacorp Advisory Services Inc otherOtherJan 3, 2014Mar 25, 2014 (81 d)
Jeffrey S WatersEagle Strategies LLC otherAmeriprise Financial Services, LLC national BDOtherDec 20, 2013Dec 10, 2013
Elizabeth Marie TorresEagle Strategies LLC otherGlobal Financial Private Capital, Inc. otherOtherDec 20, 2013Dec 11, 2015 (721 d)
Christopher Paul CarelliEagle Strategies LLC otherPrivate Advisor Group, LLC otherOtherDec 20, 2013Dec 16, 2013
Christopher StaubEagle Strategies LLC otherThe Capital Group Investment Advisory Services, LLC no RAUMOtherDec 11, 2013Dec 6, 2013
Christopher Michael ObrienEagle Strategies LLC otherSantander Securities otherOtherDec 10, 2013Dec 23, 2013
Jeran Scott Van AlfenEagle Strategies LLC otherEquitable Advisors, LLC national BDOtherDec 6, 2013Dec 6, 2013
Robert Frank GollnickEagle Strategies LLC otherTd Ameritrade Investment Management, LLC otherOtherNov 6, 2013Mar 21, 2014 (135 d)
Jesse Rendell BlomEagle Strategies LLC otherLorintine Capital state registeredOtherNov 6, 2013Nov 13, 2013
Allix C DennisEagle Strategies LLC otherM Holdings Securities, Inc. otherOtherNov 1, 2013Oct 28, 2013
Diron Michael InsleyEagle Strategies LLC otherWhite Oak Wealth LLC state registeredOtherOct 22, 2013Apr 19, 2021 (2736 d)
Gregory Michael RickertEagle Strategies LLC otherWestpark Wealth Advisors, Inc. otherOtherOct 14, 2013Oct 4, 2013
James Robert DavisEagle Strategies LLC otherWestpark Wealth Advisors, Inc. otherOtherOct 11, 2013Oct 4, 2013
Clay Marshall CarterEagle Strategies LLC otherBlue Waters Advisory Group, LLC state registeredOtherOct 10, 2013Sep 15, 2011
David Norman JacowitzEagle Strategies LLC otherHornor, Townsend & Kent, LLC otherOtherOct 10, 2013Mar 27, 2014 (168 d)
Pamela Kay MckenzieEagle Strategies LLC otherPark Avenue Securities LLC otherOtherSep 26, 2013Nov 19, 2013 (54 d)
Susan Anne KnoxEagle Strategies LLC otherMML Investors Services, LLC otherOtherSep 13, 2013Nov 11, 2013 (59 d)
Daniel Clayton CaswellEagle Strategies LLC otherIntegrated Wealth Strategies, LLC independent RIAOtherAug 16, 2013Aug 30, 2013
Matthew Louis RzepkaEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherAug 14, 2013Aug 8, 2013
Michael Joseph CheleuitteEagle Strategies LLC otherEquitable Advisors, LLC national BDOtherAug 13, 2013Sep 16, 2013 (34 d)
Richard GnauEagle Strategies LLC otherJ.P. Morgan Securities LLC wirehouseOtherAug 2, 2013Jul 29, 2013
Richard Thaddeus LincolnEagle Strategies LLC otherAwm Asset Management LLC unclassifiedOtherJul 19, 2013Jul 25, 2013
Steven Douglas MakinsonEagle Strategies LLC otherPruco Securities, LLC otherOtherJun 5, 2013Nov 22, 2013 (170 d)
John Thomas ConteEagle Strategies LLC otherHornor, Townsend & Kent, LLC BD affiliatedOtherMay 20, 2013Jan 8, 2020 (2424 d)
Sean Patrick SwansonEagle Strategies LLC otherAmeritas Advisory Services otherOtherMay 16, 2013Aug 13, 2013 (89 d)
Stephen Jude WilsonEagle Strategies LLC otherCitizens Securities, Inc. otherOtherMay 16, 2013May 3, 2013
Mark J McadamsEagle Strategies LLC otherErben Associates, LLC independent RIAOtherApr 11, 2013Apr 3, 2013
Steven David ChafinEagle Strategies LLC otherConcourse Financial Group Advisors otherOtherApr 4, 2013Jun 17, 2013 (74 d)
Amelia MorganEagle Strategies LLC otherJ.P. Morgan Securities LLC wirehouseOtherMar 28, 2013Mar 21, 2013
Michael Stephen ConkEagle Strategies LLC otherPrincipal Securities, Inc. otherOtherMar 13, 2013Mar 25, 2013
Susan Marie IversonEagle Strategies LLC otherFirst Allied Advisory Services, Inc. otherOtherMar 11, 2013Mar 5, 2013
Bradley Gatewood GeiseEagle Strategies LLC otherSignator Investors, Inc. otherOtherFeb 27, 2013Mar 15, 2013
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