DFX Intelligence

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.

AdvisorFromToTypeLeftRegistered
Michael Anthony FisherBancwest Investment Services, Inc. (Bwis) otherEagle Strategies LLC BD affiliatedOtherNov 27, 2017Feb 28, 2023 (1919 d)
Stephen LeeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 21, 2017Jun 8, 2021 (1295 d)
Sarah Laurene SanteufemioPnc Wealth Management otherEagle Strategies LLC otherOtherOct 10, 2017Oct 30, 2017
Dong Hoon KimVoya Financial Advisors, Inc. otherEagle Strategies LLC BD affiliatedOtherOct 2, 2017Dec 26, 2025 (3007 d)
Kenan Anderson GodfreyRetirement Plan Advisors, LLC otherEagle Strategies LLC otherOtherSep 21, 2017Jan 4, 2018 (105 d)
Mark RamosMML Investors Services, LLC otherEagle Strategies LLC BD affiliatedOtherAug 28, 2017Jul 22, 2019 (693 d)
Masashi YamamotoPruco Securities, LLC otherEagle Strategies LLC otherOtherAug 9, 2017Sep 15, 2017 (37 d)
Frank Rogers JonesMML Investors Services, LLC otherEagle Strategies LLC otherOtherAug 1, 2017Jan 4, 2018 (156 d)
Carmine Brandon CoppolaMML Investors Services, LLC otherEagle Strategies LLC otherOtherJul 31, 2017Sep 18, 2017 (49 d)
John Madison RothStrategic Advisers LLC national BDEagle Strategies LLC otherOtherJul 24, 2017Mar 1, 2018 (220 d)
Justin BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherJul 11, 2017Dec 12, 2017 (154 d)
Paul Edward FernandezNationwide Investment Advisors, LLC otherEagle Strategies LLC BD affiliatedOtherJun 7, 2017May 29, 2019 (721 d)
Thomas Allen EvansLPL Financial LLC otherEagle Strategies LLC otherOtherJun 1, 2017Jul 13, 2017 (42 d)
Jabbar JamisonBb&T Investment Services, Inc. otherEagle Strategies LLC otherOtherMay 16, 2017Aug 11, 2017 (87 d)
William Tyler WehnerUsaa Financial Planning Services no RAUMEagle Strategies LLC otherOtherApr 13, 2017Jun 7, 2017 (55 d)
Chiou-Pying ChengPruco Securities, LLC otherEagle Strategies LLC otherOtherJan 30, 2017Jun 23, 2017 (144 d)
Emilio Enrique RiveraEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherJan 18, 2017May 4, 2017 (106 d)
William Esteban RomeroEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherJan 18, 2017May 23, 2017 (125 d)
John Bryan LoyCapital One Advisors, LLC otherEagle Strategies LLC otherOtherJan 18, 2017Mar 23, 2017 (64 d)
Chad Michael WorozakenWells Fargo Advisors wirehouseEagle Strategies LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 12, 2017May 5, 2022 (1939 d)
Yuk-Kin Monita KuanPruco Securities, LLC otherEagle Strategies LLC BD affiliatedOtherJan 3, 2017Jan 2, 2019 (729 d)
Steven Dung Huy HuynhPark Avenue Securities LLC otherEagle Strategies LLC BD affiliatedOtherJan 3, 2017Nov 16, 2018 (682 d)
Pamela Jean DestefanoAmeritas Advisory Services otherEagle Strategies LLC BD affiliatedOtherDec 31, 2016May 9, 2024 (2686 d)
Ryan F BrandonPnc Wealth Management otherEagle Strategies LLC BD affiliatedOtherDec 15, 2016Nov 26, 2018 (711 d)
David M LiebermanMsi Financial Services, Inc. otherEagle Strategies LLC otherOtherDec 13, 2016Nov 7, 2017 (329 d)
Robert Alan EnglerEquitable Advisors, LLC national BDEagle Strategies LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 30, 2016Nov 20, 2018 (720 d)
Quincy De FreitasEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherNov 21, 2016Mar 13, 2017 (112 d)
Rolandus JohnsonPnc Managed Account Solutions, Inc. otherEagle Strategies LLC BD affiliatedOtherNov 21, 2016Aug 21, 2019 (1003 d)
Joseph Robert PerusseNorthwestern Mutual Investment Services,LLC no RAUMEagle Strategies LLC otherOtherNov 3, 2016Apr 12, 2017 (160 d)
George N PanagosPruco Securities, LLC otherEagle Strategies LLC otherOtherOct 28, 2016May 24, 2017 (208 d)
Christopher John WeirRBC Capital Markets, LLC national BDEagle Strategies LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 11, 2016Sep 24, 2018 (713 d)
Thomas Allen GrifforeStrategic Advisers LLC national BDEagle Strategies LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 10, 2016Jul 24, 2018 (652 d)
Terrence P MurphyPruco Securities, LLC otherEagle Strategies LLC otherOtherSep 28, 2016Mar 12, 2018 (530 d)
Paula JuszczykRaymond James Financial Services Advisors, Inc otherEagle Strategies LLC otherOtherSep 9, 2016Dec 13, 2016 (95 d)
Diana Sao FigueiredoLPL Financial LLC otherEagle Strategies LLC BD affiliatedOtherSep 8, 2016Sep 12, 2018 (734 d)
Robert John AhearnTransamerica Financial Advisors, LLC otherEagle Strategies LLC otherOtherSep 6, 2016Jan 9, 2017 (125 d)
Cameron Dl LagalaBancwest Investment Services, Inc. (Bwis) otherEagle Strategies LLC otherOtherAug 25, 2016Jan 12, 2017 (140 d)
David KoberMsi Financial Services, Inc. otherEagle Strategies LLC BD affiliatedOtherAug 23, 2016Dec 20, 2019 (1214 d)
John David PatockThrivent Investment Management Inc. otherEagle Strategies LLC otherOtherAug 11, 2016Jan 13, 2017 (155 d)
Alan Rory BabbittPruco Securities, LLC otherEagle Strategies LLC otherOtherAug 1, 2016Jan 17, 2017 (169 d)
Kathleen Marie KnightJ.P. Morgan Securities LLC wirehouseEagle Strategies LLC otherOtherJul 26, 2016Aug 15, 2016
Douglas PaddenAlpha Pension Group, Inc. no RAUMEagle Strategies LLC otherOtherJul 11, 2016Mar 16, 2015
Willie James ThomasWells Fargo Advisors wirehouseEagle Strategies LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 22, 2016May 25, 2018 (702 d)
Wen-Liang HuangWaddell & Reed otherEagle Strategies LLC otherOtherJun 21, 2016Aug 3, 2016 (43 d)
Kent William BinningPark Avenue Securities LLC otherEagle Strategies LLC otherOtherJun 15, 2016Mar 22, 2017 (280 d)
James BagliniSantander Securities otherEagle Strategies LLC otherOtherJun 1, 2016Jul 18, 2016 (47 d)
Denise Deluca MeehanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherMay 11, 2016Jun 30, 2016 (50 d)
Kevin G YangWells Fargo Advisors wirehouseEagle Strategies LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 3, 2016Nov 7, 2024 (3110 d)
Jason Ryan AdamsPruco Securities, LLC otherEagle Strategies LLC otherOtherApr 26, 2016Jul 13, 2016 (78 d)
Timothy Matthew KellerConcourse Financial Group Advisors otherEagle Strategies LLC BD affiliatedOtherApr 22, 2016May 24, 2018 (762 d)
Jeffrey Duane BradleyPruco Securities, LLC otherEagle Strategies LLC otherOtherApr 20, 2016Mar 29, 2018 (708 d)
Jonathan MeadMsi Financial Services, Inc. otherEagle Strategies LLC BD affiliatedOtherApr 19, 2016Nov 5, 2025 (3487 d)
Anand K K NairMML Investors Services, LLC otherEagle Strategies LLC otherOtherApr 15, 2016Oct 17, 2016 (185 d)
Kevin DauphineeOne Wealth Map, LLC no RAUMEagle Strategies LLC otherOtherApr 14, 2016Nov 30, 2016 (230 d)
David Scott McdonaldWells Fargo Advisors wirehouseEagle Strategies LLC otherOtherApr 13, 2016May 13, 2016
John Michael Joseph BogerRaymond James & Associates, Inc. national BDEagle Strategies LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 12, 2016Apr 4, 2018 (722 d)
Scott Charles KottkeThrivent Investment Management Inc. otherEagle Strategies LLC otherOtherMar 10, 2016May 24, 2017 (440 d)
Micheal David PaulEdward Jones national BDEagle Strategies LLC otherOtherMar 8, 2016Apr 4, 2016
Robin Lisa NackEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherFeb 5, 2016Jun 21, 2016 (137 d)
Joshua TremmelThrivent Investment Management Inc. otherEagle Strategies LLC BD affiliatedOtherJan 29, 2016Sep 27, 2018 (972 d)
Page 6 of 13PreviousNext
743 moves match.