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.
Registered advisor
Anthony Elliott Woodard
Feed of 09/14/2026
Also filed as Tony Woodard
At current firm
9 y
since Jun 23, 2017
In the industry
24 y
since Feb 1, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Prime Capital Financial mixed wealth currentsince Jun 23, 2017 · Overland Park, Ks
- Fiduciary Investment Trusts, LLC formerJul 16, 2018 to Mar 20, 2023 · Overland Park, Ks
- Lawing Financial Inc formerOct 17, 2005 to Oct 13, 2017 · Overland Park, Ks
- Woodard, Charles Woodbridge unclassifiedNov 20, 2003 to Apr 10, 2007 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Fiduciary Investment Trusts, LLC to no registered destinationleft Mar 20, 2023 · Departure, no registered destination
- Lawing Financial Inc to Prime Capital Financialleft Oct 13, 2017, registered Jun 23, 2017 (-112 days) · corporate re-registration, not a move
- Woodard, Charles Woodbridge to Lawing Financial Incleft Apr 10, 2007, registered Oct 17, 2005 (-540 days) · Other
Signals
- Anthony Elliott Woodard no longer registered at Fiduciary Investment Trusts, Llc; no later IA registration on IAPDMar 20, 2023 · Advisor departure · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address