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RIA / WealthAdvisorCertified Financial Planner15 years in industry

JOSHUA WOODFORD

Advisor at CORA CAPITAL ADVISORS

MARLTON, NJ

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Search this name across graphsid dfx:ria:0b253f93-2644-b471-bfb3-c641cbf6f262

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORA CAPITAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 26, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 26, 2011
First registration: Jun 13, 2011
Dual registered: no
Other names: JOSHUA BRYAN WOODFORD
IAPD individual key: 5890865

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORA CAPITAL ADVISORS	Independent wealth	Mar 29, 2022	n/a	yes	MARLTON, NJ	Current employment
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Aug 13, 2020	Dec 31, 2022	no	HOLBROOK, NY	Previous registration
REDWOOD WEALTH MANAGEMENT GROUP, LLC	Independent wealth	Nov 25, 2015	Oct 30, 2020	no	MEDFORD, NJ	Previous registration
LANE HIPPLE - WEALTH MANAGEMENT GROUP	Former SEC adviser	Oct 1, 2013	Dec 22, 2015	no	MOORESTOWN, NJ	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Aug 10, 2012	Sep 27, 2013	no	MOORESTOWN, NJ\|OVERLAND PARK, KS	Previous registration
MORGAN STANLEY	Wirehouse	Jun 13, 2011	Aug 3, 2012	no	PHILADELPHIA, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERICAN PORTFOLIOS ADVISORS, INC	CORA CAPITAL ADVISORS	Dec 31, 2022	Mar 29, 2022	-277	Firm change after gap	Other
REDWOOD WEALTH MANAGEMENT GROUP, LLC	AMERICAN PORTFOLIOS ADVISORS, INC	Oct 30, 2020	Aug 13, 2020	-78	Firm change after gap	RIA to RIA
LANE HIPPLE - WEALTH MANAGEMENT GROUP	REDWOOD WEALTH MANAGEMENT GROUP, LLC	Dec 22, 2015	Nov 25, 2015	-27	Firm change	Other
VSR ADVISORY SERVICES	LANE HIPPLE - WEALTH MANAGEMENT GROUP	Sep 27, 2013	Oct 1, 2013	4	Firm change	Other
MORGAN STANLEY	VSR ADVISORY SERVICES	Aug 3, 2012	Aug 10, 2012	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112697:318134:NY:2022-12-31	Dec 31, 2022	Mar 29, 2022	HOLBROOK, NY	Firm change after gap
165321:281741:NJ:2015-12-22	Dec 22, 2015	Nov 25, 2015	MOORESTOWN, NJ	Firm change

Relationships

Registered with (6)

→ CORA CAPITAL ADVISORSRegistered adviserregistration: current employment
Mar 29, 2022 to presentfactForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Aug 13, 2020 to Dec 31, 2022factForm ADV
→ REDWOOD WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Nov 25, 2015 to Oct 30, 2020factForm ADV
→ LANE HIPPLE - WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
Oct 1, 2013 to Dec 22, 2015factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Aug 10, 2012 to Sep 27, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 13, 2011 to Aug 3, 2012factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Joshua Woodford left American Portfolios Advisors, Inc for Cora Capital Advisors (registered 2022-03-29)
Form ADVobserved 4 days ago