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 Woodstock Wealth Management, 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 |
|---|---|---|---|---|---|
| Jeanne Stacey Snowhite | Woodstock Wealth Management, Inc. independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Aug 6, 2024 | Apr 9, 2025 (246 d) |
| Raymond Scott King | Woodstock Wealth Management, Inc. independent RIA | Clarity Wealth Solutions LLC state registered | RIA to a state-registered adviser | Nov 1, 2022 | Oct 14, 2022 |
| Daniel Thomas Mchugh | Woodstock Wealth Management, Inc. independent RIA | Washington Securities Corporation state registered | RIA to a state-registered adviser | Nov 23, 2020 | Jun 11, 2025 (1661 d) |
| John Derek Pettigrew | Woodstock Wealth Management, Inc. independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2020 | Aug 5, 2020 |
| John Micheal Evans | Woodstock Wealth Management, Inc. independent RIA | Centaurus Financial, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2020 | Mar 4, 2020 |
| Andrew L Dejong | Woodstock Wealth Management, Inc. independent RIA | Ipi Wealth Management, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2019 | Jul 20, 2020 (202 d) |
| Danielle Beth Herritt | Woodstock Wealth Management, Inc. independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Dec 12, 2019 | Jun 11, 2026 (2373 d) |
| Emma Gean Godbee | Woodstock Wealth Management, Inc. independent RIA | St. Bernard Financial Services, Inc. independent RIA | RIA to RIA | Nov 11, 2019 | Nov 19, 2019 |
| Vincent J. Colubiale | Woodstock Wealth Management, Inc. independent RIA | Fintech Wealth Management, LLC state registered | RIA to a state-registered adviser | Sep 10, 2019 | Feb 12, 2020 (155 d) |
| Jay Scott Kramer | Woodstock Wealth Management, Inc. no RAUM | Madison Avenue Securities, LLC independent RIA | Other | Dec 18, 2018 | Dec 26, 2018 |
Page 1 of 1
10 moves match.