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 moves
Departures from Woodward Financial Advisors, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Patrick Reid | Woodward Financial Advisors, Inc. independent RIA | Csenge Advisory Group, LLC independent RIA | RIA to RIA | Apr 21, 2026 | May 8, 2026 |
| Joseph Michael Marques | Woodward Financial Advisors, Inc. independent RIA | Bolin Creek Wealth Advisors LLC state registered | RIA to a state-registered adviser | Dec 21, 2022 | Mar 10, 2023 (79 d) |
| Megan Nicole Coyne | Woodward Financial Advisors, Inc. independent RIA | Keener Financial Planning independent RIA | RIA to RIA | Dec 21, 2022 | Oct 26, 2022 |
| Austin Lane Brown | Woodward Financial Advisors, Inc. independent RIA | Bolin Creek Wealth Advisors LLC state registered | RIA to a state-registered adviser | Dec 21, 2022 | Mar 10, 2023 (79 d) |
| Benjamin Eric Birken | Woodward Financial Advisors, Inc. independent RIA | Pisces Financial Advisors, LLC state registered | RIA to a state-registered adviser | Apr 1, 2021 | Apr 19, 2021 |
| Michael Hamilton Palmer | Woodward Financial Advisors, Inc. other | Ark Royal Wealth Management LLC independent RIA | Other | Mar 20, 2015 | Mar 23, 2015 |
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6 moves match.