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 |
|---|---|---|---|---|---|
| Stephen Pederson | LPL Financial LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 23, 2026 |
| Andrew Pokriki | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Jun 30, 2026 (81 d) |
| Leonard Descartes | Td Private Client Wealth LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Sep 3, 2026 (174 d) |
| Allan Sherwood | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Mar 16, 2026 (38 d) |
| Kaleigh S Hayes | Td Private Client Wealth LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2026 | Apr 8, 2026 (69 d) |
| Vivienne Ather | W&S Brokerage Services, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Mar 18, 2026 (49 d) |
| Brayden Horn | W&S Brokerage Services, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Apr 7, 2026 (69 d) |
| Curtis Woodard | Soltis Investment Advisors, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 20, 2026 | Jun 15, 2026 (146 d) |
| Carol Jane Vanderdys | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2026 | May 19, 2026 (125 d) |
| Gary Blake Wallace | Cain, Watters & Associates, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 22, 2025 | Jun 1, 2026 (161 d) |
| Michelle Harlan | LPL Enterprise, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2025 | Feb 5, 2026 (48 d) |
| Eric Wellington Deems | Wells Fargo Advisors wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 18, 2025 | Feb 10, 2026 (54 d) |
| Donovan A Williams | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 17, 2025 | Mar 20, 2026 (93 d) |
| Mohamad Ali Atwi | Hsbc Securities (USA) Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Jan 21, 2026 (91 d) |
| Patrick Paragas | Northwestern Mutual Investment Services,LLC no RAUM | Eagle Strategies LLC BD affiliated | Other | Oct 17, 2025 | May 6, 2026 (201 d) |
| Jeffery Scott Wilkins | Lanark Financial, Inc. independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2025 | Apr 7, 2026 (183 d) |
| Matthew Dawson | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Feb 27, 2026 (151 d) |
| Carol Jean Ward | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Apr 2, 2026 (198 d) |
| Gary Murano | Murano Wealth Management LLC unclassified | Eagle Strategies LLC BD affiliated | Other | Sep 9, 2025 | Aug 27, 2026 (352 d) |
| Mark Cernicky | Principal Securities, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Oct 9, 2025 (36 d) |
| Sean Son Nhu Phan | Bankers Life Advisory Services, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Sep 16, 2025 |
| Joshua Lindland | Osaic Wealth, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2025 | Dec 16, 2025 (125 d) |
| Danny Kim | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Oct 10, 2025 (64 d) |
| Trevor Buckels | First Command Advisory Services BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2025 | Oct 28, 2025 (90 d) |
| Brandon T Ramos | Cambridge Investment Research Advisors, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2025 | Jan 14, 2026 (176 d) |
| Ethan Samuels | Park Avenue Securities LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2025 | Aug 5, 2025 (35 d) |
| Darin Swick | Thrivent Investment Management Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2025 | Jul 31, 2025 (36 d) |
| Reynaldo Ortiz | M Holdings Securities, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2025 | Oct 14, 2025 (119 d) |
| Belema Sophie Dyegh | J.P. Morgan Securities LLC wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2025 | Oct 8, 2025 (117 d) |
| Robert Hsu | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2025 | Jun 25, 2025 |
| Christian Edwards-Saliu | LPL Enterprise, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | Jul 8, 2025 |
| Adam Kyle Dorman | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2025 | Aug 20, 2025 (76 d) |
| Jacob Lloyd Miller | LPL Enterprise, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2025 | Jul 9, 2025 (37 d) |
| Jacob Beekman | Strategic Advisers LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2025 | Sep 9, 2025 (104 d) |
| Skerdi Kostreci | Delta Financial Advisors, Inc independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2025 | Feb 20, 2026 (276 d) |
| Alicia E Cardona | Osaic Wealth, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2025 | Apr 8, 2026 (325 d) |
| Craig Gallen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 16, 2025 | Aug 12, 2025 (88 d) |
| William Howard | Avantia Investment Services, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 12, 2025 | May 13, 2026 (366 d) |
| Tia Alisha Finn | Riverview Capital Advisers LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 12, 2025 | Apr 2, 2026 (325 d) |
| Ricardo Wilson Reyes | Citigroup Global Markets Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2025 | Oct 6, 2025 (151 d) |
| Colton Adams | Strategic Advisers LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 25, 2025 | Aug 6, 2026 (468 d) |
| Austin Decker | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 17, 2025 | Jul 1, 2025 (75 d) |
| Lawrence James Cabirac | Knights Of Columbus Asset Advisors LLC institutional | Eagle Strategies LLC BD affiliated | Other | Apr 15, 2025 | Jul 14, 2025 (90 d) |
| Joel Boissiere | Citizens Securities, Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2025 | May 9, 2025 |
| David Thomas Summers | Dent Wealth Advisors independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 9, 2025 | Aug 5, 2025 (118 d) |
| Dilmurod S Adkhamov | LPL Enterprise, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2025 | Aug 13, 2025 (128 d) |
| Ramone Donnell Givens | Morgan Stanley wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 3, 2025 | May 7, 2025 (34 d) |
| Terreaux Williams | State Farm Investment Management Corp. asset manager | Eagle Strategies LLC BD affiliated | Other | Apr 1, 2025 | Jul 29, 2025 (119 d) |
| Nicolas Robert Carbone | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2025 | May 2, 2025 (42 d) |
| Benjamin Stephen Farmer | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2025 | Aug 20, 2025 (156 d) |
| Craig Alan Dekshenieks | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2025 | May 22, 2025 (76 d) |
| Frank Moschella | Wells Fargo Advisors wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 20, 2025 | May 14, 2025 (83 d) |
| Vera-Lucia Rampartap | Ameriprise Financial Services, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2025 | Oct 21, 2025 (259 d) |
| William Olson | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2025 | Oct 10, 2025 (276 d) |
| Luis Simon Tagliaferro | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 2, 2025 | Jun 13, 2025 (162 d) |
| Michael Esteban Barragan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 19, 2024 | Mar 4, 2025 (75 d) |
| Stephen Harms | Thrivent Investment Management Inc. BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2024 | May 19, 2025 (175 d) |
| Mary Anne Ehlert | Ehlert Financial Group, Inc. unclassified | Eagle Strategies LLC other | Other | Nov 24, 2024 | Mar 2, 2000 |
| Peter Van Alstine | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2024 | Jun 3, 2025 (200 d) |
| Wendell Dornell Stallings | Ameritas Advisory Services, LLC BD affiliated | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2024 | Sep 17, 2025 (308 d) |
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741 moves match.