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 |
|---|---|---|---|---|---|
| Brian John Ellenbecker | Strong Capital Management Inc unclassified | Eagle Strategies LLC other | Other | May 26, 2004 | Sep 7, 2004 (104 d) |
| Eric James Glassbrenner | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC other | Other | May 11, 2004 | Apr 12, 2006 (701 d) |
| Michael Olson | Security First Advisors independent RIA | Eagle Strategies LLC other | Other | Apr 30, 2004 | Oct 13, 2004 (166 d) |
| Tal Diekvoss | Strong Capital Management Inc unclassified | Eagle Strategies LLC other | Other | Apr 12, 2004 | May 5, 2004 |
| Richard Wayne Klotz | Signator Investors, Inc. other | Eagle Strategies LLC other | Other | Mar 2, 2004 | May 21, 2004 (80 d) |
| Mark Dean Olson | Msi Financial Services, Inc. other | Eagle Strategies LLC other | Other | Feb 27, 2004 | Dec 18, 2012 (3217 d) |
| Harvey Grant Allison | Msi Financial Services, Inc. other | Eagle Strategies LLC BD affiliated | Other | Feb 20, 2004 | Feb 28, 2026 (8044 d) |
| Matthew Thomas Janes | Pruco Securities, LLC other | Eagle Strategies LLC other | Other | Jan 27, 2004 | Jul 12, 2004 (167 d) |
| Avshalom Gad | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Jan 27, 2004 | Jan 24, 2007 (1093 d) |
| Michael Nichols | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2004 | May 5, 2021 (6321 d) |
| Sherwood L Brown | Wells Fargo Advisors wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 31, 2003 | Jun 4, 2025 (7826 d) |
| Thomas Jon Walther | Pruco Securities, LLC other | Eagle Strategies LLC other | Other | Nov 14, 2003 | Sep 7, 2006 (1028 d) |
| Michael Thomas Bils | New England Securities Corporation other | Eagle Strategies LLC other | Other | Nov 6, 2003 | Feb 10, 2011 (2653 d) |
| Christina Lynn Wilson | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2003 | Aug 13, 2018 (5400 d) |
| Steven G Trojanov | New England Securities Corporation other | Eagle Strategies LLC other | Other | Sep 9, 2003 | Oct 17, 2005 (769 d) |
| Andrew Schiro | Bbva Compass Investment Solutions, Inc unclassified | Eagle Strategies LLC other | Other | Aug 6, 2003 | Aug 2, 2006 (1092 d) |
| Michael Jason Meily | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Jun 11, 2003 | Aug 25, 2003 (75 d) |
| Jerome Anthony Timmermann | The Timmermann Group unclassified | Eagle Strategies LLC other | Other | Jun 3, 2003 | Jun 13, 2003 |
| Yolanda Colon | UBS Financial Services Inc. wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 28, 2003 | Aug 28, 2026 (8523 d) |
| Kathryn Lee Kelley | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Apr 17, 2003 | Jun 23, 2003 (67 d) |
| Marc Alexander Bregman | Oneamerica Securities, Inc. other | Eagle Strategies LLC other | Other | Apr 7, 2003 | Jul 7, 2004 (457 d) |
| Jason Palmadesso | Morgan Stanley Dw Inc. unclassified | Eagle Strategies LLC other | Other | Mar 31, 2003 | May 22, 2013 (3705 d) |
| Timothy Wayne Thomas | UBS Financial Services Inc. wirehouse | Eagle Strategies LLC other | Other | Feb 26, 2003 | May 22, 2003 (85 d) |
| Jeffrey Allen Dunn | Pgim Investments LLC other | Eagle Strategies LLC other | Other | Jan 22, 2003 | Sep 1, 2009 (2414 d) |
| Gillian Carole Lotz Hopkins | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2002 | Jan 8, 2026 (8422 d) |
| Glen G Mikolajczak | Morgan Stanley Dw Inc. unclassified | Eagle Strategies LLC other | Other | Dec 5, 2002 | May 22, 2003 (168 d) |
| Melanie Victoria Terry | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Dec 4, 2002 | Mar 3, 2003 (89 d) |
| Michael Charles Hoffman | Principal Securities, Inc. other | Eagle Strategies LLC other | Other | Dec 3, 2002 | May 22, 2003 (170 d) |
| S. Paulina Lee Nemec | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Nov 21, 2002 | Mar 4, 2003 (103 d) |
| Emil Musgrove | Nfp Advisor Services, LLC other | Eagle Strategies LLC other | Other | Oct 25, 2002 | Feb 8, 2011 (3028 d) |
| Jeremy Nathan Swank | Wells Fargo Advisors wirehouse | Eagle Strategies LLC other | Other | Sep 30, 2002 | Apr 11, 2003 (193 d) |
| Fernando Efrain Recalde | Citigroup Global Markets Inc. other | Eagle Strategies LLC other | Other | Aug 30, 2002 | Feb 4, 2014 (4176 d) |
| Harris D Greene | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Aug 13, 2002 | Dec 19, 2012 (3781 d) |
| Kevin Joseph Colleran | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Jul 23, 2002 | Jan 30, 2003 (191 d) |
| Matthew William Mc Govern | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC other | Other | Jul 23, 2002 | Feb 28, 2003 (220 d) |
| Kyle Philip German | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2002 | Oct 15, 2019 (6293 d) |
| Jack Samuel Rebolledo | UBS Financial Services Inc. wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 24, 2002 | Jun 6, 2024 (8049 d) |
| Thomas Henderson Pace | Pruco Securities, LLC other | Eagle Strategies LLC other | Other | Apr 23, 2002 | Jan 13, 2005 (996 d) |
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