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 |
|---|---|---|---|---|---|
| Courtney S Crenshaw | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2024 | Jun 4, 2024 |
| Max Hyrum Hanks | Eagle Strategies LLC BD affiliated | Rock House Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | May 3, 2024 | May 30, 2024 |
| Steven James Heussner | Eagle Strategies LLC BD affiliated | Accelerate Retirement independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2024 | May 13, 2024 |
| Leslie Marie Krajnak | Eagle Strategies LLC BD affiliated | Corecap Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2024 | Apr 11, 2024 |
| Robert Emmett Hicks | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2024 | May 10, 2024 (38 d) |
| Bradley Joseph Sparbanie | Eagle Strategies LLC BD affiliated | Cadaret Grant & Co Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 15, 2024 | May 6, 2025 (417 d) |
| Ryan Peterson | Eagle Strategies LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 14, 2024 | Apr 10, 2024 |
| Michael David Young | Eagle Strategies LLC BD affiliated | Redwood Wealth Management Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2024 | Apr 4, 2024 |
| Ryan C Oldmixon | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2024 | Mar 12, 2024 |
| Mark England | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2024 | Feb 27, 2024 |
| Maria Renata Ashley | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2024 | Feb 26, 2024 |
| Emanuel Castelan | Eagle Strategies LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2024 | Apr 19, 2024 (51 d) |
| Joseph Albert Kayal | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 21, 2024 | Feb 20, 2024 |
| Michelle Ann Cutrali | Eagle Strategies LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 15, 2024 | Feb 22, 2024 |
| Kingsley Kevin Davis | Eagle Strategies LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 9, 2024 | Feb 8, 2024 |
| Vincent Dallo | Eagle Strategies LLC BD affiliated | Cetera Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 8, 2024 | Feb 1, 2024 |
| Zion Diamond Chaflawee | Eagle Strategies LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2024 | Feb 5, 2024 |
| Elizabeth Howey | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2024 | Mar 6, 2024 (35 d) |
| Calvin Ying Zhao | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 22, 2024 | Jan 17, 2024 |
| Daniel Matthews | Eagle Strategies LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 18, 2024 | Jan 29, 2024 |
| Donald Weis | Eagle Strategies LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2023 | Dec 5, 2023 |
| Scarlett Rebecca Vogel-Ham | Eagle Strategies LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2023 | Dec 1, 2023 |
| Joseph Murphy | Eagle Strategies LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2023 | Jan 24, 2024 (57 d) |
| Stephen F Murphy | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2023 | Jan 10, 2024 (51 d) |
| Dillon Sterle | Eagle Strategies LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 17, 2023 | Nov 23, 2023 |
| Rolandus Johnson | Eagle Strategies LLC BD affiliated | Stirlingshire Investments no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 16, 2023 | Oct 16, 2023 |
| Ashley Marie Hoy | Eagle Strategies LLC BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2023 | Mar 6, 2024 (113 d) |
| Bryan Wyckoff | Eagle Strategies LLC BD affiliated | Cadaret Grant & Co Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2023 | Nov 15, 2023 |
| Matthew Michael Oliveira | Eagle Strategies LLC BD affiliated | Global Retirement Partners LLC institutional | Other | Nov 13, 2023 | Nov 10, 2023 |
| Matthew Joseph Mortillaro | Eagle Strategies LLC BD affiliated | Regal Investment Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2023 | Nov 21, 2023 |
| Anowar Sadat Mohammed Osmani | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2023 | Oct 17, 2023 |
| Kevin Dale Peterson | Eagle Strategies LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2023 | Nov 8, 2023 |
| Domenica Marie Lurvey | Eagle Strategies LLC BD affiliated | Sachetta, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2023 | Nov 21, 2023 |
| Timothy Jared Anderson | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2023 | Nov 13, 2023 |
| Amee Sue Wright | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2023 | Nov 2, 2023 |
| Leah Grace Williams | Eagle Strategies LLC BD affiliated | Hornor, Townsend & Kent, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2023 | Nov 10, 2023 |
| Ilir Rrapi | Eagle Strategies LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Oct 26, 2023 | Nov 15, 2023 |
| Ryan F Brandon | Eagle Strategies LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 20, 2023 |
| David Thomas Summers | Eagle Strategies LLC BD affiliated | Dent Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2023 | Oct 16, 2023 |
| Michael J Garcia | Eagle Strategies LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2023 | Nov 3, 2023 |
| Marney Skinner | Eagle Strategies LLC BD affiliated | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2023 | Oct 19, 2023 |
| Philip Kasden | Eagle Strategies LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2023 | Feb 15, 2024 (135 d) |
| Shane John Payette | Eagle Strategies LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Oct 2, 2023 |
| Victoria Kay Serles | Eagle Strategies LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Oct 2, 2023 |
| Brittany Serles Gabelein | Eagle Strategies LLC BD affiliated | Seidman Private Advisors LLC no RAUM | Other | Oct 3, 2023 | May 17, 2012 |
| Kevin Vaughn Kepler | Eagle Strategies LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Oct 2, 2023 |
| Francis Dale Leidinger | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 21, 2023 | Oct 3, 2023 |
| James Richard Clark | Eagle Strategies LLC BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2023 | Sep 27, 2023 |
| Jacob Douglas Mokry | Eagle Strategies LLC BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2023 | Aug 28, 2023 |
| Angela Egbert | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2023 | Sep 19, 2023 |
| Kim M Martell | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2023 | Jan 8, 2026 (877 d) |
| Caleb Allen | Eagle Strategies LLC BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Aug 15, 2023 | Aug 10, 2023 |
| Masashi Yamamoto | Eagle Strategies LLC BD affiliated | Pfg Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2023 | Aug 14, 2023 |
| Jeffrey Scott Blancq | Eagle Strategies LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2023 | Aug 7, 2023 |
| Drew Faloon | Eagle Strategies LLC BD affiliated | Intrepid Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2023 | Aug 11, 2023 |
| Darren B Washington | Eagle Strategies LLC BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2023 | Aug 18, 2023 |
| Christopher James Prudhomme | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 3, 2023 | Sep 22, 2025 (781 d) |
| Peter Andrew Mckenna | Eagle Strategies LLC BD affiliated | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2023 | Jul 11, 2023 |
| Glen Kavanagh | Eagle Strategies LLC BD affiliated | Tucker Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2023 | Jan 23, 2024 (193 d) |
| Aaron Jett | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2023 | Jul 21, 2023 |
1,107 moves match.