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 |
|---|---|---|---|---|---|
| David L Ediger | Eagle Strategies LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Mar 6, 2026 |
| James Collins | Eagle Strategies LLC BD affiliated | Transamerica Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Apr 28, 2026 (53 d) |
| Charles Osivwemu | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 17, 2026 |
| Jordan Douglas Alvarez | Eagle Strategies LLC BD affiliated | Connected Financial Strategies LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 3, 2026 | Feb 25, 2026 |
| Logan Thomas Fields | Eagle Strategies LLC BD affiliated | Connected Financial Strategies LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 3, 2026 | Feb 25, 2026 |
| Benjamin Louis Batiste | Eagle Strategies LLC BD affiliated | Hornor, Townsend & Kent, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 26, 2026 | Feb 23, 2026 |
| Etty M Surkis | Eagle Strategies LLC BD affiliated | Spc BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Jul 21, 2026 (153 d) |
| Emily Nicole Sibert | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Mar 4, 2026 |
| Paul Edward Fernandez | Eagle Strategies LLC BD affiliated | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 2, 2026 |
| Danny Kim | Eagle Strategies LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 20, 2026 |
| Scotty Hendricks | Eagle Strategies LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 17, 2026 |
| Arvind Saxena | Eagle Strategies LLC BD affiliated | US Capital Global Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 29, 2026 | Feb 24, 2026 |
| Ranajay Ghosh | Eagle Strategies LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 29, 2026 | Jan 16, 2026 |
| Stefano Joseph Lanci | Eagle Strategies LLC BD affiliated | Guided Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 26, 2026 | Jan 7, 2026 |
| Nathan James Mcalister | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Apr 8, 2026 (76 d) |
| Jonathan Ceci | Eagle Strategies LLC BD affiliated | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Jan 30, 2026 |
| Jake Murphy | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Mar 17, 2026 (55 d) |
| Srikant C Jonnada | Eagle Strategies LLC BD affiliated | Plan Group Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 20, 2026 | Jan 12, 2026 |
| Blake Gabriel Barbosa | Eagle Strategies LLC BD affiliated | Guided Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 20, 2026 | Jan 6, 2026 |
| Cidilea Mayumi Daikuhara Santos | Eagle Strategies LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Jan 15, 2026 |
| Adam Kyle Dorman | Eagle Strategies LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 27, 2026 |
| Tobin Babu Thomas | Eagle Strategies LLC BD affiliated | Plan Group Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2026 | Jan 11, 2026 |
| Meaghan Elizabeth Ives | Eagle Strategies LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Jan 9, 2026 |
| Emile Joachim Babin | Eagle Strategies LLC BD affiliated | Gibbs Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2026 | Feb 5, 2026 |
| Samantha Welsh | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 26, 2025 | Dec 10, 2025 |
| Eric Dewon Chappell | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2025 | Feb 10, 2026 (54 d) |
| Michael Robert Quinn | Eagle Strategies LLC BD affiliated | Alta Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2025 | Dec 10, 2025 |
| James Willard Burmane | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2025 | Dec 16, 2025 |
| Leah Marie Johnson | Eagle Strategies LLC BD affiliated | Hornor, Townsend & Kent, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2025 | Dec 11, 2025 |
| Jeffrey Patrick Wolfe | Eagle Strategies LLC BD affiliated | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 3, 2025 | Dec 1, 2025 |
| Jonathan Tomassi | Eagle Strategies LLC BD affiliated | Star Wealth Advisors no RAUM | Other | Nov 19, 2025 | Feb 17, 2026 (90 d) |
| Ethan Samuels | Eagle Strategies LLC BD affiliated | Foundations Investment Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2025 | Dec 9, 2025 |
| Brent Lewis Wegner | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2025 | May 7, 2026 (174 d) |
| Michael Takazono | Eagle Strategies LLC BD affiliated | Navy Federal Investment Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2025 | Nov 12, 2025 |
| Nichola Shea Peacock | Eagle Strategies LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2025 | Oct 28, 2025 |
| Brendan Morahan | Eagle Strategies LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Nov 21, 2025 |
| Benjamin Austin Harding | Eagle Strategies LLC BD affiliated | Diversify Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2025 | Oct 27, 2025 |
| Christopher Michael Donovan | Eagle Strategies LLC BD affiliated | Diversify Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2025 | Oct 27, 2025 |
| Dalton James Preston | Eagle Strategies LLC BD affiliated | Cwm, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2025 | Mar 10, 2026 (125 d) |
| Dena K Crosby | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Nov 12, 2025 |
| Kimberly Ann Harding | Eagle Strategies LLC BD affiliated | Diversify Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Oct 27, 2025 |
| Matthew Angel | Eagle Strategies LLC BD affiliated | Diversify Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Oct 27, 2025 |
| Robert Doherty | Eagle Strategies LLC BD affiliated | Diversify Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Oct 27, 2025 |
| Michelle Qi | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 3, 2025 | Nov 20, 2025 |
| Michael Edward Kremer | Eagle Strategies LLC BD affiliated | Therawealth, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 23, 2025 | Nov 5, 2025 |
| James Joseph Aldo | Eagle Strategies LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 21, 2025 |
| Craig Alan Dekshenieks | Eagle Strategies LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 31, 2025 |
| Michael Lloyd Mclaughlin | Eagle Strategies LLC BD affiliated | Ancap Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 21, 2025 | Oct 6, 2025 |
| Eric J Brisebois | Eagle Strategies LLC BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 30, 2025 |
| Charles Nguyen | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 16, 2025 | Oct 2, 2025 |
| Roman Chiokadze | Eagle Strategies LLC BD affiliated | Ventura Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2025 | Oct 22, 2025 |
| Adam Lattarulo | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2025 | Oct 1, 2025 |
| Joshua Lerma | Eagle Strategies LLC BD affiliated | Hornor, Townsend & Kent, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 10, 2025 | Oct 3, 2025 |
| Jon Paul Espinoza | Eagle Strategies LLC BD affiliated | B1 Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 7, 2025 | Feb 6, 2026 (122 d) |
| Luis Castaneda | Eagle Strategies LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 6, 2025 | Sep 30, 2025 |
| John Reece Lemay | Eagle Strategies LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 3, 2025 | Sep 24, 2025 |
| Christian Apolinar Caballero | Eagle Strategies LLC BD affiliated | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Sep 15, 2025 |
| Joel Boissiere | Eagle Strategies LLC BD affiliated | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Jul 21, 2026 (294 d) |
| Dinesh O Saxena | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Oct 16, 2025 |
| Craig Peterson | Eagle Strategies LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Sep 19, 2025 |
1,105 moves match.