Advisor moves

Arrivals at Eagle Strategies LLC

745 moves
AdvisorFromToTypeLeftRegistered
David YatesNew York Life Investment Management LLC otherEagle Strategies LLC otherOtherMay 13, 2009Sep 18, 2009 (128 d)
Sebastian Matthew ZachariasNew York Life Investment Management LLC otherEagle Strategies LLC otherOtherMay 13, 2009Jun 24, 2009 (42 d)
Bryan John TopelsohnNew York Life Investment Management LLC otherEagle Strategies LLC otherOtherMay 13, 2009Jun 17, 2009 (35 d)
Janet KohCitigroup Global Markets Inc. otherEagle Strategies LLC otherOtherApr 27, 2009Nov 17, 2010 (569 d)
Jennifer Cage DoughertyCitigroup Global Markets Inc. otherEagle Strategies LLC otherOtherApr 20, 2009Feb 10, 2011 (661 d)
David Christopher LebrunPruco Securities, LLC otherEagle Strategies LLC otherOtherApr 8, 2009Jun 17, 2009 (70 d)
Conner McgeeUBS Financial Services Inc. wirehouseEagle Strategies LLC otherOtherApr 2, 2009Jul 30, 2009 (119 d)
Jeffrey L GoffCommerce Brokerage Services, Inc otherEagle Strategies LLC otherOtherApr 1, 2009May 11, 2009 (40 d)
Terrence Andrew TaylorValic Financial Advisors, Inc. otherEagle Strategies LLC otherOtherMar 18, 2009May 15, 2009 (58 d)
Carrie Kirk SchroenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherMar 11, 2009Dec 21, 2009 (285 d)
Michael Anthony FerraraMsi Financial Services, Inc. otherEagle Strategies LLC otherOtherMar 2, 2009Feb 24, 2015 (2185 d)
Jay Hyunjoon HwangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherFeb 17, 2009May 11, 2009 (83 d)
Clara WuMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherFeb 13, 2009Jan 9, 2018 (3252 d)
Brett William ReederAmeriprise Financial Services, LLC national BDEagle Strategies LLC otherOtherFeb 11, 2009Jul 23, 2009 (162 d)
Derek Edward FecteauAmeriprise Financial Services, LLC national BDEagle Strategies LLC otherOtherFeb 11, 2009Nov 22, 2010 (649 d)
Tamar Zepur InjeyanSecurian Financial Services, Inc. otherEagle Strategies LLC BD affiliatedOtherJan 23, 2009Jan 15, 2026 (6201 d)
Annie CroninAci unclassifiedEagle Strategies LLC otherOtherJan 21, 2009Mar 30, 2010 (433 d)
Timothy Jefferson PowerBlackrock Financial Management, Inc otherEagle Strategies LLC otherOtherJan 12, 2009Jun 17, 2010 (521 d)
Jeremy Paul RobicheauxEdward Jones national BDEagle Strategies LLC otherOtherJan 12, 2009Feb 10, 2014 (1855 d)
Julie L TaylorUBS Financial Services Inc. wirehouseEagle Strategies LLC otherOtherDec 31, 2008Oct 7, 2010 (645 d)
Lyman Clayton HowellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherDec 22, 2008May 2, 2013 (1592 d)
Michael Brett GilesCetera Investment Services LLC otherEagle Strategies LLC otherOtherDec 18, 2008Jul 10, 2009 (204 d)
Jamal Benjamin BrooksRaymond James Financial Services, Inc. unclassifiedEagle Strategies LLC otherOtherDec 17, 2008Mar 20, 2009 (93 d)
Timothy A FrancisInvestment Advisors International, Inc. unclassifiedEagle Strategies LLC otherOtherDec 9, 2008Nov 20, 2012 (1442 d)
Shaun Marshall TaylorMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherDec 2, 2008Dec 22, 2017 (3307 d)
Henry EspinosaAlliancebernstein L.P. otherEagle Strategies LLC otherOtherDec 1, 2008Jul 30, 2009 (241 d)
Michael V RonanWaddell & Reed otherEagle Strategies LLC otherOtherNov 25, 2008Jul 29, 2009 (246 d)
C Scott RasslerFamily Wealth Counselors, Inc. unclassifiedEagle Strategies LLC otherOtherNov 19, 2008Apr 5, 2012 (1233 d)
Ronald Francis MackAdvice And Planning Services otherEagle Strategies LLC otherOtherNov 12, 2008Jan 19, 2011 (798 d)
Jordan Michael GuynnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherOct 21, 2008Mar 14, 2012 (1240 d)
Peter MonksMorgan Stanley & Co. LLC unclassifiedEagle Strategies LLC otherOtherOct 17, 2008Oct 7, 2010 (720 d)
David Victor BeardenBancwest Investment Services, Inc. (Bwis) otherEagle Strategies LLC BD affiliatedOtherOct 16, 2008Mar 12, 2021 (4530 d)
Robert James JosephWaddell & Reed otherEagle Strategies LLC otherOtherOct 13, 2008Dec 2, 2008 (50 d)
Carson Wade StephensFsc Securities Corporation otherEagle Strategies LLC otherOtherOct 1, 2008Dec 10, 2008 (70 d)
John Nicholas GustCapital Investment Partners, LLC unclassifiedEagle Strategies LLC BD affiliatedOtherSep 15, 2008Feb 18, 2025 (6000 d)
Heath B HoustonWaddell & Reed otherEagle Strategies LLC otherOtherJun 18, 2008Jun 10, 2010 (722 d)
Daniel Patrick RushCuso Financial Services, L.P. otherEagle Strategies LLC otherOtherMay 22, 2008Apr 1, 2010 (679 d)
Nadeem S SalemWalnut Street Securities, Inc. otherEagle Strategies LLC otherOtherMay 16, 2008Sep 8, 2008 (115 d)
Christopher Michael TrainorNew England Securities Corporation otherEagle Strategies LLC otherOtherMay 14, 2008Nov 30, 2010 (930 d)
Jason C VanderstreetNew England Securities Corporation otherEagle Strategies LLC otherOtherApr 30, 2008Sep 5, 2008 (128 d)
Yohei FukudaEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherMar 25, 2008Nov 3, 2010 (953 d)
Michael Charles McmanusLPL Financial LLC otherEagle Strategies LLC otherOtherFeb 5, 2008Jul 21, 2014 (2358 d)
Thomas John MillerWaddell & Reed otherEagle Strategies LLC otherOtherJan 23, 2008May 11, 2012 (1570 d)
Kenneth Thomas SpeightPark Avenue Securities LLC otherEagle Strategies LLC otherOtherDec 19, 2007Jul 3, 2008 (197 d)
Michael BozzoneAmeriprise Financial Services, LLC national BDEagle Strategies LLC otherOtherDec 13, 2007Jul 27, 2015 (2783 d)
Eric Ramsey GrayChase Investment Services Corp. otherEagle Strategies LLC otherOtherDec 4, 2007Sep 1, 2009 (637 d)
Martin Andrew MichaudWaddell & Reed otherEagle Strategies LLC otherOtherDec 4, 2007Feb 20, 2018 (3731 d)
Jeremy WilmesPaulson Investment Company, LLC otherEagle Strategies LLC otherOtherNov 1, 2007Nov 10, 2008 (375 d)
Leslie Marie KrajnakBlackrock Investment Management, LLC otherEagle Strategies LLC BD affiliatedOtherOct 31, 2007Jan 2, 2024 (5907 d)
Edward Allen SteinPark Avenue Securities LLC otherEagle Strategies LLC otherOtherSep 25, 2007Aug 4, 2008 (314 d)
Julia Ann CatuaraTransamerica Financial Advisors, Inc. unclassifiedEagle Strategies LLC otherOtherJun 5, 2007Mar 25, 2008 (294 d)
Thomas John VilleneuveWaddell & Reed otherEagle Strategies LLC otherOtherMay 23, 2007Jun 16, 2010 (1120 d)
Devon Lynn ReynoldsFirst Command Financial Planning, Inc. otherEagle Strategies LLC otherOtherMay 7, 2007Jul 20, 2007 (74 d)
Paul Cohn McclungM Holdings Securities, Inc. otherEagle Strategies LLC otherOtherMay 1, 2007Jul 2, 2010 (1158 d)
Edward Dale MeracleCountry Trust Bank unclassifiedEagle Strategies LLC otherOtherApr 27, 2007Mar 26, 2013 (2160 d)
Christopher Michael ObrienEdward Jones national BDEagle Strategies LLC otherOtherApr 10, 2007Nov 6, 2013 (2402 d)
Robert AbbottFidelity Personal Trust Company, Fsb unclassifiedEagle Strategies LLC otherOtherMar 28, 2007Dec 18, 2014 (2822 d)
Joseph Scott MessingerKey Investment Services LLC otherEagle Strategies LLC otherOtherMar 23, 2007Jun 30, 2009 (830 d)
Jenny Youngjoo KimEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherMar 13, 2007Aug 24, 2017 (3817 d)
Natalie Lynn ChandlerGoldman Sachs Wealth Services, L.P. otherEagle Strategies LLC otherOtherMar 2, 2007Jan 27, 2009 (697 d)
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