Feb 17, 2020 – Eagle Equity Holdings updated Part 2AB of Form ADV: Firm Brochure & Investment Strategies
Feb 19, 2019 – For our RIA clients, tax forms should be ready on the Interactive Brokers website by Feb 15 and for our Energy Fund II clients, tax forms should be ready on the Theorem web portal by early March.
Aug 17, 2018 – Eagle Equity Holdings received California state investment adviser registration approval
Aug 16, 2018 – Eagle Equity Holdings received Florida state investment adviser registration approval
May 23, 2018 – Eagle Equity Holdings submitted Part 2AB of Form ADV: Firm Brochure
