DFX Intelligence
RIA Intelligence
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 |
|---|---|---|---|---|---|
| Benjamin R Jordan | Eagle Strategies LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 10, 2022 | Sep 26, 2022 |
| Timothy M Briody | Eagle Strategies LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 4, 2022 | Jan 4, 2023 (92 d) |
| David C D'Albero | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 28, 2022 | Sep 22, 2022 |
| Carmine Brandon Coppola | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 28, 2022 | Sep 22, 2022 |
| Benjamin Christian Gerald | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2022 | Sep 21, 2022 |
| Laurie Mckee Adams | Eagle Strategies LLC BD affiliated | Journey Strategic Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2022 | Sep 13, 2022 |
| Jesus Orlando Pineda | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2022 | Sep 7, 2022 |
| Wayne A Gruenloh | Eagle Strategies LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 8, 2022 | Sep 1, 2022 |
| Michael Dean Jund | Eagle Strategies LLC BD affiliated | Mutual Of Omaha Investor Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2022 | Nov 10, 2022 (77 d) |
| Zhihua Tang | Eagle Strategies LLC BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2022 | Sep 2, 2022 |
| Bryan Robert Bertani | Eagle Strategies LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2022 | Aug 16, 2022 |
| John Michael Joseph Boger | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 1, 2022 | Jul 23, 2024 (722 d) |
| Arushee Divyakirti | Eagle Strategies LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 21, 2022 | Oct 21, 2022 (92 d) |
| Robin Severud Dempsey | Eagle Strategies LLC BD affiliated | Ballentine Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2022 | Jul 26, 2022 |
| Jessica Pelletier | Eagle Strategies LLC BD affiliated | Spc BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2022 | May 11, 2026 (1393 d) |
| Daniel R Reitz | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 5, 2022 | Jul 27, 2022 |
| Giro Michael Maddaluna | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2022 | Jun 21, 2022 |
| Donna Sue Davis | Eagle Strategies LLC BD affiliated | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2022 | Jun 1, 2022 |
| Barjes Rainiero Angulo | Eagle Strategies LLC BD affiliated | Cornerstone Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2022 | May 12, 2025 (1056 d) |
| Frank Joseph Diliberto | Eagle Strategies LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 21, 2022 | Jun 17, 2022 |
| Richard Esposito | Eagle Strategies LLC BD affiliated | Spc BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2022 | May 29, 2025 (1079 d) |
| Horacio John Woolcott | Eagle Strategies LLC BD affiliated | Alliancebernstein L.P. asset manager | Other | Jun 14, 2022 | Aug 3, 2022 (50 d) |
| Jessica Gong | Eagle Strategies LLC BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 7, 2022 | Jun 22, 2022 |
| John Marcus Rivera | Eagle Strategies LLC BD affiliated | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2022 | Jun 1, 2022 |
| Phung Van | Eagle Strategies LLC BD affiliated | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2022 | Jun 1, 2022 |
| Stephen Panos Keshishian | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2022 | Jun 17, 2022 |
| Michael Ryan Lawson | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2022 | Apr 10, 2026 (1415 d) |
| Stephen Brassil Luby | Eagle Strategies LLC BD affiliated | Retirement Planners Of America independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2022 | May 31, 2022 |
| Michael Joseph Conway | Eagle Strategies LLC BD affiliated | Lord, Abbett & Co. LLC asset manager | Other | May 26, 2022 | Jul 15, 2022 (50 d) |
| Gregory T Gioe | Eagle Strategies LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2022 | May 20, 2022 |
| Irma Ines Quinones | Eagle Strategies LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 25, 2022 | May 31, 2022 |
| Alexander Snyman | Eagle Strategies LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2022 | May 18, 2022 |
| Rodney W Mccauley | Eagle Strategies LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 23, 2022 | May 25, 2022 |
| Alexander Arthur Aderman | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2022 | Jun 3, 2022 |
| Shaun O'Hare | Eagle Strategies LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2022 | Mar 7, 2023 (294 d) |
| Melissa Jean Mcvoy | Eagle Strategies LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2022 | May 9, 2022 |
| Michael Christopher Gregson | Eagle Strategies LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 9, 2022 | May 10, 2022 |
| Brendon Helms | Eagle Strategies LLC BD affiliated | Mwa Financial Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2022 | Jun 5, 2024 (761 d) |
| Echo Wreatha Pelster | Eagle Strategies LLC BD affiliated | Echo Financial LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 3, 2022 | Jan 17, 2023 (259 d) |
| Owen Garth Van Syckle | Eagle Strategies LLC BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2022 | Jul 13, 2022 (71 d) |
| Ran Wang | Eagle Strategies LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 3, 2022 | Jul 14, 2022 (72 d) |
| Jerome Glyn Kahn | Eagle Strategies LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2022 | Apr 20, 2022 |
| Daniel Dibiase | Eagle Strategies LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2022 | Jun 8, 2022 (47 d) |
| Charles Brandon Snyder | Eagle Strategies LLC BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2022 | Apr 20, 2022 |
| Garrett Galen Harper | Eagle Strategies LLC BD affiliated | Harper Financial Strategies, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 19, 2022 | Apr 4, 2022 |
| Constantine S Arniotes | Eagle Strategies LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 14, 2022 | Mar 18, 2022 |
| Lily Ku | Eagle Strategies LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2022 | Apr 11, 2022 |
| Jacqueline Nicole Wilson | Eagle Strategies LLC BD affiliated | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2022 | Apr 5, 2022 |
| Frederick William Ulbrick | Eagle Strategies LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Apr 5, 2022 | May 11, 2022 (36 d) |
| Angela D Crowe | Eagle Strategies LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 4, 2022 | Mar 2, 2023 (332 d) |
| John Michael Longo | Eagle Strategies LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 1, 2022 | Mar 30, 2022 |
| Michael Jeffrey Otto | Eagle Strategies LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 31, 2022 | Mar 30, 2022 |
| Duncan Macmillan Varela | Eagle Strategies LLC BD affiliated | Sharebuilder 401k no RAUM | Other | Mar 31, 2022 | Mar 24, 2022 |
| Paul C. Deibele | Eagle Strategies LLC BD affiliated | Associated Investment Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 29, 2022 | Sep 15, 2022 (170 d) |
| Kevin O'Callahan | Eagle Strategies LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2022 | May 27, 2022 (63 d) |
| John Michael William Hall | Eagle Strategies LLC BD affiliated | Amb Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2022 | Mar 14, 2022 |
| James Joseph Jurica | Eagle Strategies LLC BD affiliated | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2022 | May 12, 2022 (70 d) |
| Bradley John Laninga | Eagle Strategies LLC BD affiliated | Mutual Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2022 | Mar 1, 2022 |
| James W Allen | Eagle Strategies LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2022 | Apr 5, 2022 (36 d) |
| Joshua Richard Ervasti | Eagle Strategies LLC BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Feb 22, 2022 | Feb 18, 2022 |
1,107 moves match.