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 teams

Teams that left Eagle Strategies LLC

A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.

Advisors	From	To	Branch	Type	Left
2	Eagle Strategies LLC BD affiliated	Generational Financial Partners, LLC no RAUM	Franklin, Tn	Affiliated broker-dealer or bank to a newly registered adviser	Sep 1, 2026 over 9 d
3	Eagle Strategies LLC BD affiliated	Generational Financial Partners, LLC no RAUM	Alpharetta, Ga +1	Affiliated broker-dealer or bank to a newly registered adviser	Aug 27, 2026 over 5 d
2	Eagle Strategies LLC BD affiliated	LPL Financial LLC BD affiliated	Marysville, Oh	Affiliated broker-dealer or bank to another	Apr 29, 2026 over 7 d
2	Eagle Strategies LLC BD affiliated	Winthrop Wealth independent RIA	Natick, Ma	Affiliated broker-dealer or bank to independent RIA	Apr 13, 2026
3	Eagle Strategies LLC BD affiliated	Tailored Wealth Solutions no RAUM	Saratoga Springs, Ny +1	Affiliated broker-dealer or bank to a newly registered adviser	Mar 17, 2026 over 3 d
2	Eagle Strategies LLC BD affiliated	Connected Financial Strategies LLC state registered	Wyoming, Mi	Affiliated broker-dealer or bank to a state-registered adviser	Mar 3, 2026
2	Eagle Strategies LLC BD affiliated	Guided Wealth, LLC no RAUM	Dartmouth, Ma	Affiliated broker-dealer or bank to a newly registered adviser	Jan 20, 2026 over 6 d
2	Eagle Strategies LLC BD affiliated	Plan Group Financial, Inc. independent RIA	Oklahoma City, Ok	Affiliated broker-dealer or bank to independent RIA	Jan 16, 2026 over 4 d
5	Eagle Strategies LLC BD affiliated	Diversify Advisory Services, LLC BD affiliated	Burlington, Ma +2	Affiliated broker-dealer or bank to another	Nov 4, 2025 over 1 d
2	Eagle Strategies LLC BD affiliated	Newedge Advisors BD affiliated	Westborough, Ma	Affiliated broker-dealer or bank to another	Oct 20, 2025 over 1 d
2	Eagle Strategies LLC BD affiliated	Cornerstone Planning Group independent RIA	Austin, Tx +1	Affiliated broker-dealer or bank to independent RIA	Aug 26, 2025 over 8 d
2	Eagle Strategies LLC BD affiliated	Hornor, Townsend & Kent, LLC BD affiliated	San Antonio, Tx +1	Affiliated broker-dealer or bank to another	Jun 11, 2025 over 12 d
2	Eagle Strategies LLC BD affiliated	Osaic Institutions, Inc. BD affiliated	Hyannis, Ma +1	Affiliated broker-dealer or bank to another	Apr 29, 2025 over 10 d
2	Eagle Strategies LLC BD affiliated	Park Avenue Securities LLC BD affiliated	San Antonio, Tx +1	Affiliated broker-dealer or bank to another	Nov 19, 2024 over 7 d
2	Eagle Strategies LLC BD affiliated	LPL Financial LLC BD affiliated	Wichita, Ks	Affiliated broker-dealer or bank to another	Oct 8, 2024 over 7 d
2	Eagle Strategies LLC BD affiliated	Osaic Wealth, Inc. BD affiliated	Grand Junction, Co	Affiliated broker-dealer or bank to another	May 7, 2024 over 1 d
3	Eagle Strategies LLC BD affiliated	Coldstream Wealth Management independent RIA	Kirkland, Wa	Affiliated broker-dealer or bank to independent RIA	Oct 3, 2023
3	Eagle Strategies LLC BD affiliated	Podell Financial Group LLC no RAUM	Fairfield, Nj	Affiliated broker-dealer or bank to a newly registered adviser	Jun 14, 2023
2	Eagle Strategies LLC BD affiliated	Sagepoint Financial, Inc. BD affiliated	Wyomissing, Pa	Affiliated broker-dealer or bank to another	May 3, 2023
3	Eagle Strategies LLC BD affiliated	Daus Financial Group, LLC no RAUM	Kalamazoo, Mi	Affiliated broker-dealer or bank to a newly registered adviser	Apr 17, 2023 over 14 d
2	Eagle Strategies LLC BD affiliated	Mutual Advisors, LLC BD affiliated	Grand Rapids, Mi	Affiliated broker-dealer or bank to another	Mar 22, 2023 over 1 d
2	Eagle Strategies LLC BD affiliated	Commonwealth Financial Network national BD	Bridgewater, Ma +1	Affiliated broker-dealer or bank to another	Mar 3, 2023
2	Eagle Strategies LLC BD affiliated	Dfpg Investments, LLC independent RIA	Santa Rosa, Ca	Affiliated broker-dealer or bank to independent RIA	Jan 13, 2023
2	Eagle Strategies LLC BD affiliated	Cornerstone Planning Group independent RIA	Staten Island, Ny	Affiliated broker-dealer or bank to independent RIA	Sep 28, 2022
2	Eagle Strategies LLC BD affiliated	Woodbury Financial Services, Inc. BD affiliated	Wichita, Ks +1	Affiliated broker-dealer or bank to another	Jun 3, 2022
2	Eagle Strategies LLC BD affiliated	Morgan Stanley wirehouse	New York, Ny	Affiliated broker-dealer or bank to wirehouse	Apr 1, 2022 over 13 d
4	Eagle Strategies LLC BD affiliated	Commonwealth Financial Network national BD	West Des Moines, Ia	Affiliated broker-dealer or bank to another	Feb 18, 2022 over 4 d
2	Eagle Strategies LLC BD affiliated	Retirement Wealth Solutions LLC independent RIA	Marshfield, Wi	Affiliated broker-dealer or bank to independent RIA	Jan 26, 2022 over 1 d
2	Eagle Strategies LLC BD affiliated	Mutual Advisors, LLC BD affiliated	Grand Rapids, Mi	Affiliated broker-dealer or bank to another	Nov 8, 2021
2	Eagle Strategies LLC BD affiliated	Commonwealth Financial Network national BD	Byron Center, Mi	Affiliated broker-dealer or bank to another	Jul 28, 2020 over 3 d
3	Eagle Strategies LLC BD affiliated	Ameriprise Financial Services, LLC national BD	Houston, Tx	Affiliated broker-dealer or bank to another	Jul 7, 2020
2	Eagle Strategies LLC BD affiliated	Cornerstone Planning Group no RAUM	Fairfield, Nj +1	Affiliated broker-dealer or bank to a newly registered adviser	May 12, 2020 over 1 d
2	Eagle Strategies LLC BD affiliated	MML Investors Services, LLC BD affiliated	White Plains, Ny +1	Affiliated broker-dealer or bank to another	Jan 9, 2020 over 7 d
2	Eagle Strategies LLC BD affiliated	MML Investors Services, LLC BD affiliated	Scranton, Pa	Affiliated broker-dealer or bank to another	Jan 8, 2020 over 13 d
2	Eagle Strategies LLC BD affiliated	Advisory Services Network independent RIA	Houston, Tx +1	Affiliated broker-dealer or bank to independent RIA	Jun 10, 2019
2	Eagle Strategies LLC BD affiliated	MML Investors Services, LLC BD affiliated	New York, Ny	Affiliated broker-dealer or bank to another	May 10, 2019 over 14 d
3	Eagle Strategies LLC BD affiliated	Precision Wealth Strategies, LLC no RAUM	Chesterfield, Mo +1	Affiliated broker-dealer or bank to a newly registered adviser	Jan 4, 2019 over 3 d
2	Eagle Strategies LLC BD affiliated	Spc BD affiliated	Ada, Mi +1	Affiliated broker-dealer or bank to another	Jul 20, 2018 over 3 d
2	Eagle Strategies LLC other	Mosaic Wealth Strategies LLC state registered	Greenville, Sc +1	Other	Jan 22, 2018
3	Eagle Strategies LLC other	Financial Strategies Group, Inc no RAUM	Northville, Mi +1	Other	Aug 2, 2017
2	Eagle Strategies LLC other	Msi Financial Services, Inc. other	Waltham, Ma +1	Other	Aug 15, 2016 over 8 d
4	Eagle Strategies LLC other	Alpha Pension Group, Inc. no RAUM	Lexington, Ma +2	Other	Jul 12, 2016 over 34 d
2	Eagle Strategies LLC other	Clearview Financial state registered	Glen Allen, Va	Other	Feb 5, 2016
2	Eagle Strategies LLC other	Park Avenue Securities LLC other	San Antonio, Tx +1	Other	Jan 20, 2015 over 3 d

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44 teams match.derived from registration dates