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
Mario Roberto OrozcoValic Financial Advisors, Inc. otherEagle Strategies LLC otherOtherSep 25, 2014Nov 13, 2014 (49 d)
Patrick Thomas LangThrivent Investment Management Inc. otherEagle Strategies LLC otherOtherSep 24, 2014Oct 14, 2014
Christopher Michael ObrienSantander Securities otherEagle Strategies LLC otherOtherSep 5, 2014Jul 12, 2016 (676 d)
Tempest Marie WilliamsUsaa Financial Planning Services no RAUMEagle Strategies LLC otherOtherAug 7, 2014Jan 4, 2017 (881 d)
James Stavros LouchisCetera Advisor Networks LLC otherEagle Strategies LLC BD affiliatedOtherAug 1, 2014Aug 21, 2025 (4038 d)
Jamie M LaboskaNew York Life Investment Management LLC otherEagle Strategies LLC BD affiliatedOtherJul 28, 2014Aug 3, 2021 (2563 d)
Salvador Banguela ArcadipaneGoldman Sachs Wealth Services, L.P. otherEagle Strategies LLC otherOtherJul 28, 2014Jul 15, 2015 (352 d)
Tamara HaskinsEaglestone Wealth Advisors, Inc. otherEagle Strategies LLC otherOtherJul 11, 2014Dec 15, 2016 (888 d)
Jon E RustenThrivent Investment Management Inc. otherEagle Strategies LLC BD affiliatedOtherJul 9, 2014Jan 1, 2026 (4194 d)
Chad Jonathan RustenThrivent Investment Management Inc. otherEagle Strategies LLC otherOtherJun 25, 2014Aug 24, 2017 (1156 d)
Brian Patrick CallahanNorthwestern Mutual Investment Services,LLC otherEagle Strategies LLC otherOtherJun 24, 2014Sep 15, 2014 (83 d)
Vicki K SchappPark Avenue Securities LLC otherEagle Strategies LLC otherOtherJun 19, 2014Dec 3, 2014 (167 d)
Leo Edwin RennerEdward Jones national BDEagle Strategies LLC otherOtherJun 3, 2014Aug 28, 2015 (451 d)
Michael Martin MelandJ.P. Morgan Securities LLC wirehouseEagle Strategies LLC otherOtherMay 30, 2014Feb 2, 2015 (248 d)
Whitney L ChristesonAmeriprise Financial Services, LLC national BDEagle Strategies LLC otherOtherMay 30, 2014Oct 14, 2014 (137 d)
Jeanette FioreLPL Financial LLC otherEagle Strategies LLC otherOtherMay 20, 2014Oct 24, 2016 (888 d)
Daniel Raphael DiiorgiMsi Financial Services, Inc. otherEagle Strategies LLC otherOtherMay 7, 2014Jun 13, 2014 (37 d)
David Jon WilsonMorgan Stanley wirehouseEagle Strategies LLC otherOtherApr 9, 2014Mar 9, 2015 (334 d)
James Harrison WaughAmeriprise Financial Services, LLC national BDEagle Strategies LLC otherOtherMar 19, 2014May 29, 2014 (71 d)
Luis CastanedaA.G.P / Alliance Global Partners otherEagle Strategies LLC otherOtherMar 3, 2014Jun 17, 2014 (106 d)
John Charles HillMsi Financial Services, Inc. otherEagle Strategies LLC otherOtherFeb 26, 2014Jul 25, 2014 (149 d)
Marina AgeyevaPruco Securities, LLC otherEagle Strategies LLC otherOtherFeb 12, 2014Jul 22, 2014 (160 d)
Craig RobinetteRobinette Wealth Management unclassifiedEagle Strategies LLC otherOtherFeb 11, 2014Dec 24, 2014 (316 d)
Handan GencogluerPark Avenue Securities LLC otherEagle Strategies LLC otherOtherJan 31, 2014Jul 24, 2014 (174 d)
Steven Lee KimesLPL Financial LLC otherEagle Strategies LLC otherOtherJan 28, 2014Feb 14, 2014
Anthony ChiuE*Trade Capital Management, LLC otherEagle Strategies LLC otherOtherJan 28, 2014Oct 6, 2014 (251 d)
Anna ChuMsi Financial Services, Inc. otherEagle Strategies LLC otherOtherJan 22, 2014Jun 18, 2015 (512 d)
John M DemasiCetera Investment Services LLC otherEagle Strategies LLC otherOtherJan 9, 2014Feb 26, 2014 (48 d)
Ridgely HuntAllstate Financial Advisors, LLC no RAUMEagle Strategies LLC otherOtherDec 31, 2013Dec 13, 2016 (1078 d)
Norman JanisEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherDec 23, 2013Feb 21, 2014 (60 d)
Michael R ZuninoNew York Life Investment Management LLC otherEagle Strategies LLC otherOtherDec 23, 2013Dec 12, 2013
Tai Tan NguyenMsi Financial Services, Inc. otherEagle Strategies LLC otherOtherDec 20, 2013Jun 3, 2015 (530 d)
Angel Ruben TineoPark Avenue Securities LLC otherEagle Strategies LLC otherOtherDec 19, 2013Oct 7, 2014 (292 d)
Jeffrey Michael FindlingNew York Life Investment Management LLC otherEagle Strategies LLC otherOtherOct 15, 2013Jan 21, 2010
Michael P DowneyNew York Life Investment Management LLC otherEagle Strategies LLC otherOtherOct 15, 2013Jan 20, 2010
Jeffrey WheelerWaddell & Reed otherEagle Strategies LLC otherOtherOct 10, 2013Oct 2, 2014 (357 d)
Nancy P GarrisonNorthwestern Mutual Investment Services,LLC otherEagle Strategies LLC otherOtherOct 10, 2013Nov 12, 2013 (33 d)
Charles Eugene PascuEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherOct 1, 2013Dec 2, 2013 (62 d)
Daniel Saul MessecaCambridge Investment Research Advisors, Inc. otherEagle Strategies LLC otherOtherSep 10, 2013Oct 31, 2013 (51 d)
Richard Escay AscalonWells Fargo Advisors wirehouseEagle Strategies LLC otherOtherJul 23, 2013Sep 25, 2013 (64 d)
Tedra C PineGarlikov Advisors Inc otherEagle Strategies LLC otherOtherJun 14, 2013Mar 9, 2018 (1729 d)
Aaron Christopher LelandEquitable Advisors, LLC national BDEagle Strategies LLC otherOtherMay 13, 2013Jun 27, 2013 (45 d)
Catherine Marie GreenspanMorgan Stanley wirehouseEagle Strategies LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2013Oct 13, 2025 (4542 d)
Brent Alan WalkerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherApr 22, 2013Jul 16, 2014 (450 d)
Sarah Arline JohnsonMorgan Stanley wirehouseEagle Strategies LLC otherOtherApr 12, 2013Mar 2, 2015 (689 d)
Jon Anthony TarnoPruco Securities, LLC otherEagle Strategies LLC otherOtherApr 10, 2013Apr 13, 2015 (733 d)
Laurel Michelle PackhamCambridge Investment Research Advisors, Inc. otherEagle Strategies LLC BD affiliatedOtherApr 9, 2013Jan 1, 2025 (4285 d)
Matthew Thomas WilliamsCapital Guardian Wealth Management, LLC otherEagle Strategies LLC otherOtherMar 27, 2013Mar 16, 2015 (719 d)
Shane Austin MorrowIndependent Portfolio Consultants, Inc. otherEagle Strategies LLC otherOtherMar 6, 2013Dec 23, 2013 (292 d)
Ryan Michael BehmThrivent Investment Management Inc. otherEagle Strategies LLC otherOtherJan 31, 2013Jun 21, 2013 (141 d)
Homer O. RamirezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherJan 9, 2013Aug 12, 2014 (580 d)
Zuzana AmbrovaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherJan 8, 2013Dec 9, 2014 (700 d)
Gregory RivinePruco Securities, LLC otherEagle Strategies LLC otherOtherDec 31, 2012May 19, 2016 (1235 d)
Michael Dale DraperMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEagle Strategies LLC otherOtherDec 19, 2012Nov 6, 2014 (687 d)
Brandon S BlankenshipMsi Financial Services, Inc. otherEagle Strategies LLC otherOtherDec 19, 2012Feb 25, 2013 (68 d)
Chang Baek ChunOneamerica Securities, Inc. otherEagle Strategies LLC otherOtherDec 18, 2012Mar 14, 2013 (86 d)
Robert Edmund MatricardiSchwab Wealth Advisory, Inc. otherEagle Strategies LLC otherOtherDec 17, 2012May 29, 2013 (163 d)
John F GlassNational Planning Corporation ("Npc Of America" In Fl & Ny) otherEagle Strategies LLC otherOtherDec 4, 2012Mar 21, 2013 (107 d)
Lynne CeliaWells Fargo Advisors wirehouseEagle Strategies LLC otherOtherNov 19, 2012Jan 22, 2013 (64 d)
Kyle Robert CooperEdward Jones national BDEagle Strategies LLC otherOtherNov 5, 2012Mar 22, 2013 (137 d)
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745 moves match.