Advisor moves

Departures from Eagle Strategies LLC

1,110 moves
AdvisorFromToTypeLeftRegistered
Hector MendezEagle Strategies LLC otherT. Rowe Price Associates, Inc. asset managerOtherMay 24, 2011Jan 2, 2019 (2780 d)
Andrew Olatunde OladipoEagle Strategies LLC otherNew York Life Investment Management LLC otherOtherMay 24, 2011Mar 8, 2012 (289 d)
Janet KohEagle Strategies LLC otherNew York Life Investment Management LLC otherOtherMay 24, 2011Sep 28, 2011 (127 d)
Brett William ReederEagle Strategies LLC otherNew York Life Investment Management LLC otherOtherMay 24, 2011Sep 29, 2011 (128 d)
Derek Edward FecteauEagle Strategies LLC otherNew York Life Investment Management LLC otherOtherMay 24, 2011May 24, 2011
Henry EspinosaEagle Strategies LLC otherNew York Life Investment Management LLC otherOtherMay 24, 2011May 24, 2011
James Richard KornEagle Strategies LLC otherNew York Life Investment Management LLC otherOtherMay 24, 2011Oct 3, 2011 (132 d)
Maya GorokhovskiyEagle Strategies LLC otherNew York Life Investment Management LLC otherOtherMay 24, 2011May 24, 2011
Amanda ChomyszakEagle Strategies LLC otherNew York Life Investment Management LLC otherOtherMay 24, 2011Feb 14, 2014 (997 d)
Robert John SmithEagle Strategies LLC otherMML Investors Services, LLC otherOtherMay 17, 2011Jun 9, 2011
Michael Brett GilesEagle Strategies LLC otherValic Financial Advisors, Inc. otherOtherMay 6, 2011Jun 28, 2011 (53 d)
Peter MonksEagle Strategies LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 11, 2011Jun 1, 2011 (51 d)
Douglas Arthur ClermontEagle Strategies LLC otherPrincipal Securities, Inc. otherOtherApr 8, 2011Apr 19, 2011
William Robert CrossanEagle Strategies LLC otherMsi Financial Services, Inc. otherOtherMar 18, 2011Apr 4, 2011
Todd Michael CourEagle Strategies LLC otherOnyx Wealth Advisors, Inc. otherOtherFeb 24, 2011Feb 22, 2011
Lynette B MelcherEagle Strategies LLC otherAllstate Financial Advisors, LLC no RAUMOtherFeb 18, 2011Feb 28, 2012 (375 d)
Jeremy WilmesEagle Strategies LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherFeb 11, 2011Mar 2, 2011
Julie L TaylorEagle Strategies LLC otherCetera Advisors LLC otherOtherJan 31, 2011Feb 22, 2011
Robert James ThevenetEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherJan 28, 2011Jan 19, 2011
Steven Julian GarryEagle Strategies LLC otherAmerican Portfolios Advisors, Inc otherOtherJan 20, 2011Sep 23, 2010
Nicholas A GarryEagle Strategies LLC otherAmerican Portfolios Advisors, Inc otherOtherJan 20, 2011Oct 1, 2010
Robert M OlsonEagle Strategies LLC otherM Holdings Securities, Inc. otherOtherJan 14, 2011Feb 11, 2011
Matthew Gerard SebenolerEagle Strategies LLC otherAllstate Financial Advisors, LLC no RAUMOtherJan 6, 2011Feb 18, 2011 (43 d)
Matthew John MundyEagle Strategies LLC otherLPL Financial LLC otherOtherJan 6, 2011Feb 3, 2011
Carlos Herman LowenbergEagle Strategies LLC otherLowenberg Wealth Management Group, LLC unclassifiedOtherNov 11, 2010May 8, 2003
Brandon BrookeEagle Strategies LLC otherMML Investors Services, LLC otherOtherOct 26, 2010Dec 13, 2010 (48 d)
Grover Edward StultsEagle Strategies LLC otherAvantax Advisory Services otherOtherOct 18, 2010Sep 29, 2010
Jennifer Lea PalsEagle Strategies LLC otherAmerican Portfolios Advisors, Inc otherOtherOct 5, 2010Feb 2, 2011 (120 d)
Tracy Janette FlanaganEagle Strategies LLC otherAmerican Portfolios Advisors, Inc otherOtherOct 5, 2010Feb 2, 2011 (120 d)
John Manuel ValenzuelaEagle Strategies LLC otherEquitable Advisors, LLC national BDOtherOct 1, 2010Oct 20, 2010
Ryan Jeffrey WalkerEagle Strategies LLC otherFisher Investments otherOtherSep 22, 2010Oct 5, 2010
Matthew Patrick MurphyEagle Strategies LLC otherStrategic Advisers LLC national BDOtherSep 14, 2010Dec 17, 2010 (94 d)
Brian Gerard FergusonEagle Strategies LLC otherVoya Financial Advisors, Inc. otherOtherSep 10, 2010Mar 8, 2011 (179 d)
Daniel Bennett Goldman LevineEagle Strategies LLC otherMML Investors Services, LLC otherOtherSep 9, 2010Oct 22, 2010 (43 d)
Jim Bryan PulleyEagle Strategies LLC otherQuestar Asset Management, Inc. otherOtherAug 20, 2010Aug 27, 2010
Ali Abbas NasserEagle Strategies LLC otherValmark Advisers, Inc. otherOtherAug 20, 2010Aug 23, 2010
Robert James JosephEagle Strategies LLC otherLPL Financial LLC otherOtherAug 17, 2010Sep 24, 2010 (38 d)
Andrew SchiroEagle Strategies LLC otherHmb Stonebridge, Inc. unclassifiedOtherAug 12, 2010Aug 16, 2010
Andrew Leland SemrauEagle Strategies LLC otherSignator Financial Services, Inc. otherOtherJul 12, 2010Jul 1, 2010
Barbara Jean NormanEagle Strategies LLC otherLPL Financial LLC otherOtherJul 9, 2010Jun 23, 2010
David Christopher LebrunEagle Strategies LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 24, 2010Nov 2, 2020 (3784 d)
Jamal Benjamin BrooksEagle Strategies LLC otherJ. Brooks & Company, LLC state registeredOtherJun 24, 2010Jan 12, 2012 (567 d)
George Coleman CoxEagle Strategies LLC otherOsaic Fs, Inc. otherOtherMay 13, 2010May 13, 2010
Ivan Michael NalibotskyEagle Strategies LLC otherRegal Investment Advisors LLC BD affiliatedOtherApr 1, 2010Aug 31, 2023 (4900 d)
Allison Anne LyonsEagle Strategies LLC otherScf Private Wealth Holdings, LLC otherOtherMar 31, 2010May 3, 2010 (33 d)
Gregory Owen MccurryEagle Strategies LLC otherMsi Financial Services, Inc. otherOtherMar 12, 2010May 10, 2010 (59 d)
Michelle D HoyleEagle Strategies LLC otherLPL Financial LLC otherOtherMar 10, 2010Feb 25, 2010
Joseph Scott MessingerEagle Strategies LLC otherCapstone Wealth Partners independent RIAOtherDec 24, 2009Oct 8, 2021 (4306 d)
Ryan Lee SheppardEagle Strategies LLC otherCapstone Wealth Partners independent RIAOtherOct 14, 2009Jan 21, 2010 (99 d)
Scott A HeevnerEagle Strategies LLC otherMML Investors Services, LLC otherOtherSep 2, 2009Sep 11, 2009
Richard Anthony McgrathEagle Strategies LLC otherOsaic Fs, Inc. otherOtherJul 16, 2009Jul 16, 2009
James Beaton ErbenEagle Strategies LLC otherErben Associates, LLC independent RIAOtherJun 22, 2009Feb 11, 2009
Molly Ann KeeganEagle Strategies LLC otherLPL Financial LLC otherOtherJun 2, 2009Aug 21, 2013 (1541 d)
Darin Joseph AlexanderEagle Strategies LLC otherVoya Financial Advisors, Inc. otherOtherMay 29, 2009Jul 8, 2009 (40 d)
Douglas Merrill BartolEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherMay 22, 2009May 13, 2009
Kenneth Alfred MoraifEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherMay 22, 2009May 13, 2009
Elias Robert DragonEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherMay 22, 2009May 13, 2009
Charles Douglas DyerEagle Strategies LLC otherCambridge Investment Research Advisors, Inc. otherOtherMay 22, 2009May 13, 2009
Francis M EvansEagle Strategies LLC otherMML Investors Services, LLC otherOtherMay 20, 2009Mar 23, 2011 (672 d)
James Michael McdonnellEagle Strategies LLC otherOsaic Wealth, Inc. otherOtherMar 26, 2009Mar 25, 2009
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