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 |
|---|---|---|---|---|---|
| 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 |
| Mark Ramos | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Jun 10, 2026 (267 d) |
| Malique Brian Micenheimer | Eagle Strategies LLC BD affiliated | Win Private Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 15, 2025 | Sep 16, 2025 |
| Jeremy Paul Robicheaux | Eagle Strategies LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2025 | Sep 3, 2025 |
| Thomas Arthur Cooper | Eagle Strategies LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2025 | Sep 15, 2025 |
| Irene E Stolte | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 8, 2025 | Sep 2, 2025 |
| Kyle Lynn Carano | Eagle Strategies LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Sep 10, 2025 |
| Michael Anthony Ferrara | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2025 | Aug 20, 2025 |
| Christopher Harper | Eagle Strategies LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Nov 26, 2025 (84 d) |
| Alan James Landrum | Eagle Strategies LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Oct 13, 2025 (40 d) |
| Nick J Baker | Eagle Strategies LLC BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Aug 21, 2025 |
| Noah Matthew Rankin | Eagle Strategies LLC BD affiliated | Green Leaf Advisors state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 28, 2025 | Aug 7, 2025 |
| Mark Dean Olson | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2025 | Aug 20, 2025 |
| Nicholas Adam Netzer | Eagle Strategies LLC BD affiliated | Cross Border Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2025 | Aug 14, 2025 |
| Colton Bradley Maher | Eagle Strategies LLC BD affiliated | 5t Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2025 | Aug 27, 2025 |
| Jordan Xavier Hyde | Eagle Strategies LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2025 | Jul 31, 2025 |
| Marylynn Skarzenski | Eagle Strategies LLC BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Natalia A Paige | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Tea Lundell | Eagle Strategies LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 8, 2025 | Aug 7, 2025 |
| Bryson Lee Seekins | Eagle Strategies LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Jul 30, 2025 |
| Adunni Covington | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 5, 2025 | Mar 5, 2026 (212 d) |
| Dana Gordon | Eagle Strategies LLC BD affiliated | Joseph Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 22, 2025 | Apr 8, 2026 (260 d) |
| Timothy M Vollrath | Eagle Strategies LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2025 | Jul 24, 2025 |
| Sean Treanor | Eagle Strategies LLC BD affiliated | Bny Mellon Securities Corporation other | Other | Jul 22, 2025 | Aug 28, 2025 (37 d) |
| Margo Grandy | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 16, 2025 | Jul 1, 2025 |
| Chuong Hoang Vu | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 15, 2025 | Aug 5, 2025 |
| Ignacio Calles | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Aug 4, 2025 |
| Bonnie Sue Passannante | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2025 | Aug 5, 2025 (35 d) |
| Alexis Kristine Green | Eagle Strategies LLC BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 1, 2025 | Jul 25, 2025 |
| Joseph Weiss | Eagle Strategies LLC BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Jun 30, 2025 | Jun 26, 2025 |
| Ryan Richard Price | Eagle Strategies LLC BD affiliated | Hornor, Townsend & Kent, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 27, 2025 | Jun 26, 2025 |
| Jessica Murray Walker | Eagle Strategies LLC BD affiliated | Hornor, Townsend & Kent, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Jun 6, 2025 |
| Lincoln Karris Sills | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 20, 2025 | Jul 3, 2025 |
| Jennifer Leah Larsen | Eagle Strategies LLC BD affiliated | Hornor, Townsend & Kent, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2025 | Jun 6, 2025 |
| Evan Magdaniel Becerra | Eagle Strategies LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2025 | Jun 3, 2025 |
| Jonathan David Grimm | Eagle Strategies LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2025 | May 30, 2025 |
| Richard Eldee Taylor | Eagle Strategies LLC BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Jun 4, 2025 | Jun 2, 2025 |
| Nathan Mckearney | Eagle Strategies LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2025 | May 19, 2025 |
| David Scott Mcdonald | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2025 | May 20, 2025 |
| Brian Gary Mayhall | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2025 | May 20, 2025 |
| Dalton Lee Nicely | Eagle Strategies LLC BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | May 21, 2025 | Jul 2, 2025 (42 d) |
| Liz Zhao | Eagle Strategies LLC BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | May 9, 2025 | Jun 26, 2025 (48 d) |
| Mitchell R Laflam | Eagle Strategies LLC BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2025 | Jul 23, 2025 (75 d) |
| Conor Aten | Eagle Strategies LLC BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | May 6, 2025 | May 19, 2025 |
| David Franklin Edwards | Eagle Strategies LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2025 | May 5, 2025 |
| Michael George Ebert | Eagle Strategies LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | May 5, 2025 |
| Drewry Lyon Mcmullen | Eagle Strategies LLC BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2025 | Jan 13, 2026 (259 d) |
| Christopher Ryan Burcham | Eagle Strategies LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2025 | May 2, 2025 |
| Aidan Joseph Nash | Eagle Strategies LLC BD affiliated | Assetmark, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2025 | Jun 20, 2025 (58 d) |
| James Edward Schwalbe | Eagle Strategies LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2025 | Apr 16, 2025 |
| Jason Godfrey Lytle | Eagle Strategies LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 21, 2025 | Apr 29, 2025 |
| David Clint Burnett | Eagle Strategies LLC BD affiliated | Shepherd'S Financial LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 11, 2025 | Apr 14, 2025 |
| David Michael Brown | Eagle Strategies LLC BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Apr 16, 2025 |
| Evan Hopkins | Eagle Strategies LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 3, 2025 | May 5, 2025 (32 d) |
| Joshua Scannell | Eagle Strategies LLC BD affiliated | Future Path Financial Planning state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 1, 2025 | May 28, 2025 (57 d) |
| Joshua Michael Lydell Davis | Eagle Strategies LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 19, 2025 | Mar 14, 2025 |
| Teresa Grubman | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 17, 2025 | Mar 11, 2025 |
| Arjun Srivastava | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2025 | Mar 28, 2025 |
| Zachary Scott Weaver | Eagle Strategies LLC BD affiliated | Xml Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 14, 2025 | Mar 6, 2025 |
1,107 moves match.