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RIA Intelligence
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 |
|---|---|---|---|---|---|
| Constantine S Arniotes | Citigroup Global Markets Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2023 | Jul 27, 2023 (142 d) |
| Randall Tyler Hopkins | J.P. Morgan Securities LLC wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2023 | Apr 19, 2023 (54 d) |
| Kelly Clark Walgamotte | LPL Financial LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 17, 2023 | Aug 21, 2024 (551 d) |
| Alejandro Ojeda Martinez | Fidelity Personal And Workplace Advisors BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2023 | Sep 10, 2026 (1318 d) |
| Liz Zhao | UBS Financial Services Inc. wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 23, 2023 | Dec 14, 2023 (325 d) |
| Martin Andrew Michaud | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2023 | Mar 3, 2023 (42 d) |
| Alice Larisa Wilms | Thrivent Investment Management Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2023 | Jan 13, 2025 (724 d) |
| Michael J Garcia | Capital Analysts BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2023 | Mar 17, 2023 (74 d) |
| Ekta Parekh | MML Investors Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Feb 27, 2023 (58 d) |
| Victor Shulman | Pruco Securities, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 21, 2022 | May 2, 2023 (132 d) |
| David Franklin Edwards | Morgan Stanley wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 19, 2022 | Oct 3, 2024 (654 d) |
| Michael Braccia | Alexander Capital Wealth Management LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2022 | Jun 13, 2023 (179 d) |
| Kevin James Tostado | Kevin James Tostado Advisory Services unclassified | Eagle Strategies LLC BD affiliated | Other | Dec 7, 2022 | Jul 23, 2024 (594 d) |
| Stephen Michael Machado | Knights Of Columbus Asset Advisors LLC institutional | Eagle Strategies LLC BD affiliated | Other | Dec 1, 2022 | Oct 25, 2024 (694 d) |
| Dr. Alfredo Gerardo Discepolo | MML Investors Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 23, 2022 | Feb 16, 2023 (85 d) |
| Bryan Wyckoff | Key Investment Services LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2022 | Jan 5, 2023 (63 d) |
| Jeffrey Gale | Willamette Financial Advisors, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2022 | Feb 21, 2023 (123 d) |
| Glen Kavanagh | Encompass More Asset Management LLC no RAUM | Eagle Strategies LLC BD affiliated | Other | Sep 30, 2022 | Apr 26, 2023 (208 d) |
| Christopher Michael Sheeler | W&S Brokerage Services, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 28, 2022 | Apr 20, 2023 (204 d) |
| Nichola Shea Peacock | Principal Securities, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2022 | Dec 16, 2022 (83 d) |
| Frank Ventura | Park Avenue Securities LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2022 | Oct 10, 2022 |
| Elisa D Ramos | Ernst & Young Investment Advisers Llp no RAUM | Eagle Strategies LLC BD affiliated | Other | Sep 15, 2022 | Aug 21, 2023 (340 d) |
| Kevin T Ruscher | Cetera Advisor Networks LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2022 | Nov 29, 2023 (453 d) |
| Inezjustine Refugio Aznar | Santander Securities BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2022 | Nov 9, 2022 (84 d) |
| Frank Piacente | MML Investors Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 9, 2022 | Nov 6, 2023 (454 d) |
| John Francis Sharkey | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2022 | Sep 15, 2022 (55 d) |
| Brett Dries | Northwestern Mutual Investment Services,LLC no RAUM | Eagle Strategies LLC BD affiliated | Other | Jul 14, 2022 | Nov 2, 2022 (111 d) |
| Steven M Cook | Cetera Investment Advisers LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 28, 2022 | Dec 21, 2022 (176 d) |
| Joseph David Guglielmo | MML Investors Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 28, 2022 | Oct 13, 2022 (107 d) |
| Zachary Scott Weaver | Park Avenue Securities LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2022 | May 9, 2023 (327 d) |
| Jacqueline Nicole Wilson | Citigroup Global Markets Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2022 | Jul 27, 2022 (47 d) |
| Francis Dale Leidinger | First Command Advisory Services BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2022 | Jan 3, 2023 (207 d) |
| Alfredo Guerrero | Transamerica Financial Advisors, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2022 | May 20, 2024 (725 d) |
| Tara Elizabeth Stewart | Morgan Stanley wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 23, 2022 | Jul 28, 2022 (66 d) |
| Michael Pouyah Fard | J.P. Morgan Securities LLC wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 20, 2022 | Jul 26, 2022 (67 d) |
| Curtis Earl Kuetemeyer | First Command Advisory Services BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2022 | Jan 24, 2025 (997 d) |
| Kari S Rai | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2022 | Mar 21, 2024 (689 d) |
| Zikun Xu | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 18, 2022 | Dec 12, 2022 (238 d) |
| Michael David Young | LPL Financial LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 12, 2022 | Jan 10, 2024 (638 d) |
| Laura Siragusa | Ally Invest Advisors independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 7, 2022 | Aug 4, 2022 (119 d) |
| Sharon Denise Gerlach | M Holdings Securities, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2022 | May 17, 2023 (425 d) |
| Bruce Honicky | Integras Partners, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 23, 2022 | Dec 15, 2023 (660 d) |
| Dalton James Preston | Castle Wealth Management independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 21, 2022 | Dec 15, 2023 (693 d) |
| Jon Marvin Fletcher | Ausdal Financial Partners, Inc. independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2021 | Mar 24, 2022 (83 d) |
| Jeffrey Thomas Beebe | Cetera Investment Advisers LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2021 | Apr 17, 2023 (501 d) |
| Richard Esposito | Allstate Financial Advisors, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2021 | Feb 15, 2022 (83 d) |
| Sean Patrick Swanson | Tlg Advisors, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2021 | Dec 17, 2021 (58 d) |
| Erik Talmage | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 12, 2021 | Jan 4, 2022 (84 d) |
| Daniel Enrique Lopez | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 21, 2021 | Jan 1, 2025 (1198 d) |
| Leon Kearse | Esi Financial Advisors BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2021 | Jan 29, 2026 (1632 d) |
| Angela Maria Gomez | UBS Financial Services Inc. wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 3, 2021 | Nov 30, 2022 (484 d) |
| Abid Ali Khan | Pruco Securities, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2021 | Sep 22, 2021 (56 d) |
| Calvin Ying Zhao | Hsbc Securities (USA) Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2021 | Sep 22, 2021 (58 d) |
| Donovan A Williams | Pruco Securities, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2021 | Sep 22, 2021 (76 d) |
| Sheri Ann Hendricks | LPL Financial LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2021 | Aug 20, 2021 (49 d) |
| Rebecca Haines Borton | Commonwealth Financial Network national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2021 | Apr 11, 2022 (314 d) |
| Brian Paul Keigan | Park Avenue Securities LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2021 | May 25, 2021 (46 d) |
| John Joseph Burns | Gradient Advisors, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2021 | Jul 8, 2021 (111 d) |
| Shane John Payette | Seidman Private Advisors LLC no RAUM | Eagle Strategies LLC other | Other | Mar 12, 2021 | Jul 27, 2009 |
| Victoria Kay Serles | Seidman Private Advisors LLC no RAUM | Eagle Strategies LLC other | Other | Mar 12, 2021 | Aug 19, 2009 |
741 moves match.