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
Arrivals at 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 |
|---|---|---|---|---|---|
| Luke Henry | Knights Of Columbus Asset Advisors LLC institutional | Eagle Strategies LLC BD affiliated | Other | Nov 13, 2024 | Dec 17, 2024 (34 d) |
| Phillip Mark Grandison | Citizens Securities, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 11, 2024 | Feb 18, 2025 (99 d) |
| Adunni Covington | Advice And Planning Services BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2024 | Jul 23, 2025 (260 d) |
| Laura Susan Littman | Wells Fargo Advisors wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 31, 2024 | Aug 12, 2025 (285 d) |
| Eldridge Thomas Hawkins | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2024 | Nov 1, 2024 |
| Andrew Guy Stevens | Credit Suisse Securities (USA) LLC asset manager | Eagle Strategies LLC BD affiliated | Other | Oct 23, 2024 | Aug 27, 2026 (673 d) |
| Michael Conley | MML Investors Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2024 | Mar 7, 2025 (136 d) |
| Nathaniel Antonio Dejesus | Impact Partnership Wealth, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 18, 2024 | Mar 21, 2025 (154 d) |
| Strawford Hale Dees | Mag Cap independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 15, 2024 | Nov 14, 2024 |
| Robert Alexander Palumbo | Fidelity Personal And Workplace Advisors BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Jan 7, 2025 (88 d) |
| Marzena Hrebenko | UBS Financial Services Inc. wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 12, 2024 | Feb 10, 2026 (516 d) |
| Eric Maher | Cetera Investment Advisers LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2024 | Oct 24, 2025 (431 d) |
| Jesse Zaragoza | Pruco Securities, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 25, 2024 | Jun 18, 2025 (328 d) |
| Joseph G Doniger | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 25, 2024 | Jul 1, 2026 (706 d) |
| Nelson Chavez | Wells Fargo Advisors wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 21, 2024 | Jun 12, 2026 (721 d) |
| Ariel Jordan Bollant | Halbert Hargrove independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2024 | Aug 12, 2025 (418 d) |
| Shannon Jo Kimmel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 14, 2024 | Sep 12, 2024 (90 d) |
| Roman Eppel | Citigroup Global Markets Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2024 | Oct 18, 2024 (156 d) |
| Edgar Allen Freeman | Wells Fargo Advisors wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 9, 2024 | Apr 24, 2025 (350 d) |
| Angelo Rufino | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2024 | Jun 20, 2024 (47 d) |
| Thomas Arthur Cooper | Bankers Life Advisory Services, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2024 | Sep 13, 2024 (134 d) |
| John Michael Hays | Morgan Stanley wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2024 | Jan 13, 2026 (631 d) |
| David R Eggleston | Future Financial Partners unclassified | Eagle Strategies LLC BD affiliated | Other | Apr 22, 2024 | Jan 27, 2025 (280 d) |
| Teresa Grubman | Citigroup Global Markets Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2024 | Jun 6, 2024 (59 d) |
| Charles Osivwemu | MML Investors Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2024 | Aug 21, 2024 (140 d) |
| Edgar Vivian Guerrero | Wells Fargo Advisors wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 19, 2024 | Apr 28, 2025 (405 d) |
| Michael John Powers | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2024 | May 22, 2024 (70 d) |
| Scott Olson | Fidelity Personal And Workplace Advisors BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2024 | Mar 20, 2024 |
| Andrew J Levenson | Park Avenue Securities LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 29, 2024 | May 22, 2024 (83 d) |
| Tate Felton | Park Avenue Securities LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2024 | Feb 28, 2024 |
| Brian Segel | Cetera Investment Advisers LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2024 | Jun 17, 2025 (501 d) |
| Lily Ku | MML Investors Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 10, 2024 | Dec 13, 2024 (338 d) |
| Daryl Gaskin | Morgan Stanley wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 2, 2024 | May 19, 2025 (503 d) |
| Ani Abrahamson | Thrivent Investment Management Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2023 | Mar 18, 2025 (443 d) |
| Peter Mcevoy | Deutsche Bank Securities Inc. mixed wealth | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2023 | Jan 14, 2026 (761 d) |
| Brandon Keith Agamennone | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 13, 2023 | Jan 18, 2024 (36 d) |
| Neil Renner | Commonwealth Financial Network national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2023 | Sep 20, 2024 (297 d) |
| Logan Thomas Fields | Brookstone Capital Management LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2023 | Dec 12, 2023 (53 d) |
| Howard Pickering | Facet independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 17, 2023 | Nov 27, 2024 (407 d) |
| Carl Michael Consing | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2023 | Nov 27, 2023 (47 d) |
| Scott Goldman | Hill Island Financial LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 3, 2023 | Feb 12, 2024 (132 d) |
| Christian Apolinar Caballero | New York Life Investment Management LLC asset manager | Eagle Strategies LLC BD affiliated | Other | Oct 2, 2023 | Aug 12, 2025 (680 d) |
| Denise Deluca Meehan | Janney Montgomery Scott LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2023 | Dec 6, 2023 (71 d) |
| Andrew Michael Leeman | Dynamic independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2023 | Sep 11, 2025 (731 d) |
| Keith Zuckerberg | Citizens Securities, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 7, 2023 | Jun 17, 2024 (284 d) |
| William James Buehler | LPL Financial LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 6, 2023 | Jan 2, 2024 (118 d) |
| Adolfo Molina | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2023 | Feb 26, 2024 (174 d) |
| Susan M Crannell | Securities America Advisors, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2023 | Nov 21, 2023 (112 d) |
| Frederick Olusegun Ehinmiakhena | MML Investors Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2023 | Sep 1, 2023 (32 d) |
| Ricky Gonzales | Thrivent Investment Management Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2023 | Feb 15, 2024 (212 d) |
| Alexis Quaglieri | Osaic Fa, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2023 | Nov 6, 2023 (112 d) |
| Matt Lemmond | Spectrum Strategies, L.L.C. state registered | Eagle Strategies LLC BD affiliated | Other | Jul 11, 2023 | Jul 20, 2023 |
| Vatsal Patel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 5, 2023 | Dec 21, 2023 (169 d) |
| Christopher Malloy | J.P. Morgan Securities LLC wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 25, 2023 | Nov 6, 2023 (134 d) |
| Ian A Lovegrove | J.P. Morgan Private Wealth Advisors LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2023 | May 14, 2024 (327 d) |
| Grace Elizabeth Mead | Turning Point Financial independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 31, 2023 | Sep 2, 2025 (825 d) |
| Melissa Kenshalo | Stifel, Nicolaus & Company, Incorporated national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2023 | Sep 15, 2023 (120 d) |
| Melissa Elaine Gordon | State Farm Investment Management Corp. asset manager | Eagle Strategies LLC BD affiliated | Other | May 3, 2023 | Jul 10, 2025 (799 d) |
| Joshua Thomas Haapanen | Measured Wealth Private Client Group, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 27, 2023 | Jan 18, 2024 (266 d) |
| David L Ediger | Bangerter Financial Services, Inc. state registered | Eagle Strategies LLC BD affiliated | Other | Mar 13, 2023 | Jul 7, 2023 (116 d) |
741 moves match.