DFX Intelligence
Advisor moves
Arrivals at Eagle Strategies LLCWhat a move isA 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.
758 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas John Villeneuve | Waddell & Reed other | Eagle Strategies LLC other | Other | May 23, 2007 | Jun 16, 2010 (1120 d) |
| Devon Lynn Reynolds | First Command Financial Planning, Inc. other | Eagle Strategies LLC other | Other | May 7, 2007 | Jul 20, 2007 (74 d) |
| Paul Cohn Mcclung | M Holdings Securities, Inc. other | Eagle Strategies LLC other | Other | May 1, 2007 | Jul 2, 2010 (1158 d) |
| Edward Dale Meracle | Country Trust Bank unclassified | Eagle Strategies LLC other | Other | Apr 27, 2007 | Mar 26, 2013 (2160 d) |
| Christopher Michael Obrien | Edward Jones national BD | Eagle Strategies LLC other | Other | Apr 10, 2007 | Nov 6, 2013 (2402 d) |
| Scott A Heevner | First Command Financial Planning, Inc. other | Eagle Strategies LLC other | Other | Apr 5, 2007 | May 7, 2007 (32 d) |
| Robert Abbott | Fidelity Personal Trust Company, Fsb unclassified | Eagle Strategies LLC other | Other | Mar 28, 2007 | Dec 18, 2014 (2822 d) |
| Joseph Scott Messinger | Key Investment Services LLC other | Eagle Strategies LLC other | Other | Mar 23, 2007 | Jun 30, 2009 (830 d) |
| Jenny Youngjoo Kim | Equitable Advisors, LLC national BD | Eagle Strategies LLC other | Other | Mar 13, 2007 | Aug 24, 2017 (3817 d) |
| Natalie Lynn Chandler | Goldman Sachs Wealth Services, L.P. other | Eagle Strategies LLC other | Other | Mar 2, 2007 | Jan 27, 2009 (697 d) |
| Ryan Lee Sheppard | Natcity Investments, Inc. unclassified | Eagle Strategies LLC other | Other | Mar 1, 2007 | Aug 28, 2008 (546 d) |
| Matthew Ashbrook Griffith | First Command Financial Planning, Inc. other | Eagle Strategies LLC other | Other | Feb 21, 2007 | Jan 7, 2008 (320 d) |
| Caroline Maria Lukez Byrne | Keybanc Capital Markets Inc. unclassified | Eagle Strategies LLC other | Other | Feb 15, 2007 | Aug 4, 2014 (2727 d) |
| David Avigdor Reif | Pnc Wealth Management other | Eagle Strategies LLC other | Other | Feb 5, 2007 | Feb 2, 2009 (728 d) |
| Shad Clinton Reynolds | First Command Financial Planning, Inc. other | Eagle Strategies LLC other | Other | Jan 22, 2007 | Jul 20, 2007 (179 d) |
| Suzanne Marie Fitzgerald | Goldman Sachs Wealth Services, L.P. other | Eagle Strategies LLC other | Other | Jan 17, 2007 | Apr 27, 2010 (1196 d) |
| Dana Gordon | Truist Securities, Inc. unclassified | Eagle Strategies LLC other | Other | Jan 10, 2007 | Sep 22, 2010 (1351 d) |
| Keith Lynch | Fidelity Personal Trust Company, Fsb unclassified | Eagle Strategies LLC BD affiliated | Other | Dec 18, 2006 | Jul 11, 2023 (6049 d) |
| Keith Lynch | Strategic Advisers LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2006 | Jul 11, 2023 (6049 d) |
| Kevin Karl Braunschweiger | Thrivent Investment Management Inc. other | Eagle Strategies LLC other | Other | Nov 6, 2006 | Jan 31, 2007 (86 d) |
| Matthew Gerard Sebenoler | First Command Financial Planning, Inc. other | Eagle Strategies LLC other | Other | Nov 3, 2006 | Oct 30, 2007 (361 d) |
| Steven Jay London | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Oct 31, 2006 | Apr 13, 2007 (164 d) |
| Michael Mccann | New York Life Investment Management LLC other | Eagle Strategies LLC other | Other | Oct 27, 2006 | Sep 26, 2007 (334 d) |
| Edward Wladyslaw Babula | New York Life Investment Management LLC other | Eagle Strategies LLC other | Other | Oct 26, 2006 | Sep 26, 2007 (335 d) |
| Meredith Rae Kitson | New York Life Investment Management LLC other | Eagle Strategies LLC other | Other | Oct 26, 2006 | Oct 29, 2007 (368 d) |
| James Robert Vandre | Thrivent Investment Management Inc. other | Eagle Strategies LLC other | Other | Oct 19, 2006 | Jan 25, 2007 (98 d) |
| Jim Bryan Pulley | Pruco Securities, LLC other | Eagle Strategies LLC other | Other | Aug 29, 2006 | Dec 18, 2006 (111 d) |
| Harald Norman Schot | Msi Financial Services, Inc. other | Eagle Strategies LLC other | Other | May 12, 2006 | Apr 27, 2007 (350 d) |
| Thomas Clyde Tavenner | Esi Financial Advisors other | Eagle Strategies LLC other | Other | Apr 10, 2006 | May 5, 2006 |
| Susan Leslie Green | Ifmg Securities, Inc. unclassified | Eagle Strategies LLC BD affiliated | Other | Apr 4, 2006 | Aug 3, 2021 (5600 d) |
| Michael Lester Shipman | First Command Financial Planning, Inc. other | Eagle Strategies LLC other | Other | Mar 20, 2006 | Apr 10, 2006 |
| Todd Michael Cour | First Heartland Consultants, Inc. other | Eagle Strategies LLC other | Other | Feb 28, 2006 | Mar 17, 2006 |
| Patrick James Sirayathorn | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Jan 26, 2006 | Jun 6, 2006 (131 d) |
| Derek Timothy Berg | Thrivent Investment Management Inc. other | Eagle Strategies LLC other | Other | Jan 9, 2006 | Feb 26, 2011 (1874 d) |
| Barjes Rainiero Angulo | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Eagle Strategies LLC other | Other | Jan 4, 2006 | Jun 26, 2012 (2365 d) |
| William James Laird | Solenture Advisors LLC other | Eagle Strategies LLC other | Other | Dec 31, 2005 | Jan 28, 2011 (1854 d) |
| Brandon Brooke | Secu Brokerage Services unclassified | Eagle Strategies LLC other | Other | Nov 3, 2005 | Nov 28, 2007 (755 d) |
| Timothy Asche | Cetera Investment Services LLC other | Eagle Strategies LLC other | Other | Sep 19, 2005 | May 7, 2012 (2422 d) |
| Jeff James Berg | Morgan Stanley Dw Inc. unclassified | Eagle Strategies LLC BD affiliated | Other | Sep 16, 2005 | Dec 11, 2023 (6660 d) |
| Kirk Ronald Blackman | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2005 | Aug 11, 2025 (7271 d) |
| Matthew Gerard Sebenoler | First Command Bank unclassified | Eagle Strategies LLC other | Other | Sep 2, 2005 | Oct 30, 2007 (788 d) |
| Scott A Heevner | First Command Bank unclassified | Eagle Strategies LLC other | Other | Sep 2, 2005 | May 7, 2007 (612 d) |
| Shad Clinton Reynolds | First Command Bank unclassified | Eagle Strategies LLC other | Other | Sep 2, 2005 | Jul 20, 2007 (686 d) |
| Susan Anne Knox | Esi Financial Advisors other | Eagle Strategies LLC other | Other | Jul 19, 2005 | Mar 15, 2012 (2431 d) |
| Thomas John Pietrack | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Jul 7, 2005 | Sep 12, 2006 (432 d) |
| Zachary Scott Rigdon | Morgan Stanley Dw Inc. unclassified | Eagle Strategies LLC other | Other | Jun 14, 2005 | Feb 14, 2011 (2071 d) |
| Robert James Thevenet | UBS Financial Services Inc. wirehouse | Eagle Strategies LLC other | Other | Feb 18, 2005 | Mar 8, 2005 |
| Henry Asemota | Legg Mason Wood Walker, Incorporated unclassified | Eagle Strategies LLC other | Other | Jan 27, 2005 | Mar 4, 2011 (2227 d) |
| Michael John Richardson | Usaa Investment Services Company other | Eagle Strategies LLC other | Other | Jan 14, 2005 | Jul 11, 2005 (178 d) |
| Roxane Kronon Galati | Transamerica Financial Advisors, Inc. unclassified | Eagle Strategies LLC other | Other | Jan 14, 2005 | Dec 23, 2008 (1439 d) |
| Jonathon Patrick Krikie | Country Trust Bank unclassified | Eagle Strategies LLC other | Other | Nov 15, 2004 | Jul 23, 2007 (980 d) |
| Christine Lan-Huei Cheng Medeiros | Equitable Advisors, LLC national BD | Eagle Strategies LLC other | Other | Oct 20, 2004 | Jan 6, 2015 (3730 d) |
| Thomas Jack Peterson | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Oct 14, 2004 | Feb 4, 2009 (1574 d) |
| Frank John Cariola | New England Securities Corporation other | Eagle Strategies LLC other | Other | Oct 1, 2004 | Oct 13, 2004 |
| Dennis Gregory Eckmeyer | Pruco Securities, LLC other | Eagle Strategies LLC other | Other | Sep 13, 2004 | Nov 8, 2004 (56 d) |
| Scott Allen Pfeil | Qa3 Financial LLC unclassified | Eagle Strategies LLC other | Other | Aug 9, 2004 | Feb 11, 2011 (2377 d) |
| Grover Edward Stults | Raymond James Financial Services, Inc. unclassified | Eagle Strategies LLC other | Other | Aug 6, 2004 | Jan 4, 2010 (1977 d) |
| Brian Alexander Bengry | Strong Capital Management Inc unclassified | Eagle Strategies LLC other | Other | Jul 19, 2004 | Aug 25, 2004 (37 d) |
| Michael Devlaming Flinn | Belle Haven Investments, L.P. other | Eagle Strategies LLC BD affiliated | Other | Jul 6, 2004 | Aug 15, 2025 (7710 d) |
| Isabel Jacquelyn Cooper | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC other | Other | Jun 22, 2004 | Oct 7, 2004 (107 d) |