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.
Joshua Woodford
- Title
- Financial Advisorreportedcoracap.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Cora Capital Advisors independent RIA currentsince Mar 29, 2022 · Marlton, Nj
- American Portfolios Advisors, Inc formerAug 13, 2020 to Dec 31, 2022 · Holbrook, Ny
- Redwood Wealth Management Group, LLC independent RIANov 25, 2015 to Oct 30, 2020 · Medford, Nj
- Lane Hipple - Wealth Management Group formerOct 1, 2013 to Dec 22, 2015 · Moorestown, Nj
- Vsr Advisory Services formerAug 10, 2012 to Sep 27, 2013 · Moorestown, Nj
- Morgan Stanley wirehouseJun 13, 2011 to Aug 3, 2012 · Philadelphia, Pa
- American Portfolios Advisors, Inc to Cora Capital Advisorsleft Dec 31, 2022, registered Mar 29, 2022 (-277 days) · Other · moved with a team
- Redwood Wealth Management Group, LLC to American Portfolios Advisors, Incleft Oct 30, 2020, registered Aug 13, 2020 (-78 days) · RIA to RIA
- Lane Hipple - Wealth Management Group to Redwood Wealth Management Group, LLCleft Dec 22, 2015, registered Nov 25, 2015 (-27 days) · Other · moved with a team
- Vsr Advisory Services to Lane Hipple - Wealth Management Groupleft Sep 27, 2013, registered Oct 1, 2013 (4 days) · Other
- Morgan Stanley to Vsr Advisory Servicesleft Aug 3, 2012, registered Aug 10, 2012 (7 days) · Other
- Joshua Woodford left American Portfolios Advisors, Inc for Cora Capital Advisors (registered 2022-03-29)Dec 31, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address