DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Woodbury Financial Services, 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
Anthony Craig Hammer	Woodbury Financial Services, Inc. other	Geneos Wealth Management, Inc. other	Other	Feb 6, 2015	Feb 3, 2015
Jodee Felice Deutsch	Woodbury Financial Services, Inc. other	Horan Wealth Management independent RIA	Other	Jan 26, 2015	Oct 15, 2019 (1723 d)
David L Close	Woodbury Financial Services, Inc. other	Good Life Advisors, LLC other	Other	Jan 9, 2015	Jan 5, 2015
Tim Evan Schaffer	Woodbury Financial Services, Inc. other	Calton & Associates, Inc. other	Other	Jan 9, 2015	Jan 5, 2015
James Paul Ball	Woodbury Financial Services, Inc. other	USA Financial Securities LLC other	Other	Jan 9, 2015	Jan 13, 2015
Stephen C Ziblut	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	Dec 23, 2014	Dec 18, 2014
Stephen A. Shepherd	Woodbury Financial Services, Inc. other	Usaa Financial Planning Services no RAUM	Other	Dec 18, 2014	Mar 2, 2015 (74 d)
Michael Scott Neal	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	Dec 11, 2014	Dec 5, 2014
David Thomas Russo	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Nov 26, 2014	Feb 3, 2015 (69 d)
Anthony Thomas Klingseisen	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Nov 26, 2014	Jan 29, 2015 (64 d)
Edward Anthony Kozak	Woodbury Financial Services, Inc. other	Voya Financial Advisors, Inc. other	Other	Nov 7, 2014	Nov 3, 2014
Michael Patrick Cross	Woodbury Financial Services, Inc. other	Independent Financial Group, LLC other	Other	Nov 4, 2014	Nov 18, 2014
William Todd Doran	Woodbury Financial Services, Inc. other	Edward Jones national BD	Other	Nov 4, 2014	Jan 31, 2018 (1184 d)
Christopher Paul Olson	Woodbury Financial Services, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Sep 16, 2014	Sep 22, 2014
Eric Ruben Porath	Woodbury Financial Services, Inc. other	Cri Securities, LLC other	Other	Sep 16, 2014	Oct 1, 2014
Polly M Watson	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Sep 11, 2014	Sep 17, 2014
Jerome Barber Moore	Woodbury Financial Services, Inc. other	Bradford Financial Center other	Other	Sep 10, 2014	Oct 1, 2014
Brandon Rew Walker	Woodbury Financial Services, Inc. other	Bradford Financial Center other	Other	Sep 10, 2014	Oct 1, 2014
Anthony Miller	Woodbury Financial Services, Inc. other	Concourse Financial Group Advisors other	Other	Aug 14, 2014	Sep 11, 2014
Michael Scott Parrish	Woodbury Financial Services, Inc. other	Osaic Fs, Inc. other	Other	Aug 8, 2014	Aug 1, 2014
Johnathan Richard Pulleyn	Woodbury Financial Services, Inc. other	Osaic Fs, Inc. other	Other	Aug 8, 2014	Aug 1, 2014
Jonathan Howard Friess	Woodbury Financial Services, Inc. other	Cetera Advisor Networks LLC other	Other	Jul 16, 2014	Jul 16, 2014
Doralee Grace Meyer	Woodbury Financial Services, Inc. other	Associated Investment Services, Inc. other	Other	Jun 18, 2014	Jun 25, 2014
George William Mulwee	Woodbury Financial Services, Inc. other	Cetera Advisors LLC other	Other	May 30, 2014	Jun 2, 2014
Andrew R. Johnson	Woodbury Financial Services, Inc. other	Capital One Advisors, LLC no RAUM	Other	May 2, 2014	Jul 28, 2015 (452 d)
Stephanie Ryan Birenbaum	Woodbury Financial Services, Inc. other	Cri Securities, LLC other	Other	Apr 9, 2014	Apr 17, 2014
Kurt Chen	Woodbury Financial Services, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Mar 21, 2014	Mar 17, 2014
Joseph Welch Seegers	Woodbury Financial Services, Inc. other	Osaic Fs, Inc. other	Other	Mar 6, 2014	Mar 6, 2014
Andrew Charles Pesha	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Feb 28, 2014	Feb 20, 2014
Mark Steven Smed	Woodbury Financial Services, Inc. other	Isc Financial Advisors other	Other	Feb 14, 2014	Jan 31, 2014
Michael Paul Bennitt	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jan 24, 2014	Jan 21, 2014
Stacy L Davis	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jan 24, 2014	Jan 21, 2014
Eric J Gaisford	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jan 24, 2014	Jan 21, 2014
Kevin Ralph	Woodbury Financial Services, Inc. other	Wealthcare Advisory Partners LLC independent RIA	Other	Jan 23, 2014	Feb 8, 2018 (1477 d)
Thomas Avery Skelley	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	Jan 16, 2014	Jan 22, 2014
Aaron Michael Dally	Woodbury Financial Services, Inc. other	Valtinson Bruner Financial Planning independent RIA	Other	Jan 16, 2014	Nov 11, 2024 (3952 d)
Jason Wayne Forsythe	Woodbury Financial Services, Inc. other	Wealthcare Advisory Partners LLC independent RIA	Other	Jan 10, 2014	Feb 13, 2018 (1495 d)
Robert Bernard Winkelman	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	Dec 23, 2013	Dec 19, 2013
Jason Hollis Johnson	Woodbury Financial Services, Inc. other	Cl Wealth Management LLC other	Other	Dec 20, 2013	Jun 8, 2015 (535 d)
Michael Edward Loftus	Woodbury Financial Services, Inc. other	Regal Investment Advisors LLC other	Other	Dec 17, 2013	Feb 10, 2014 (55 d)
Norman Patrick Mcevoy	Woodbury Financial Services, Inc. other	Mutual Of Omaha Investor Services, Inc. no RAUM	Other	Dec 13, 2013	Mar 27, 2015 (469 d)
Bradley Merritt Epstein	Woodbury Financial Services, Inc. other	Next Financial Group, Inc. other	Other	Nov 22, 2013	May 25, 2012
Michael David Kolacz	Woodbury Financial Services, Inc. other	Next Financial Group, Inc. other	Other	Nov 19, 2013	May 25, 2012
Alana Light	Woodbury Financial Services, Inc. other	Nationwide Securities, LLC no RAUM	Other	Oct 21, 2013	Oct 6, 2014 (350 d)
Joel Blanco Gilhang	Woodbury Financial Services, Inc. other	Level Four Advisory Services other	Other	Oct 9, 2013	Oct 7, 2013
Michael Von Drasek	Woodbury Financial Services, Inc. other	Northwestern Mutual Investment Services,LLC no RAUM	Other	Sep 16, 2013	Dec 1, 2016 (1172 d)
Jason Lee Opie	Woodbury Financial Services, Inc. other	Sii Investments, Inc. other	Other	Aug 16, 2013	Aug 14, 2013
Steven Lynn Oneal	Woodbury Financial Services, Inc. other	Valic Financial Advisors, Inc. other	Other	Aug 7, 2013	Aug 2, 2013
Stephen Arthur Mallery	Woodbury Financial Services, Inc. other	Kms Financial Services, Inc other	Other	Aug 7, 2013	Aug 2, 2013
Ronald Scott Goldberg	Woodbury Financial Services, Inc. other	Next Financial Group, Inc. other	Other	Jul 18, 2013	Aug 7, 2013
Mark Steven Crowe	Woodbury Financial Services, Inc. other	Crowe Financial Group LLC state registered	Other	Jul 12, 2013	Jul 15, 2013
James Lee Crowe	Woodbury Financial Services, Inc. other	Crowe Financial Group LLC state registered	Other	Jul 12, 2013	Jul 15, 2013
Titus Daniel Garrett	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jul 3, 2013	Jul 2, 2013
Tamara Donel Perrin-Preus	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jun 26, 2013	Jun 25, 2013
Peter Charles Yerger	Woodbury Financial Services, Inc. other	M Holdings Securities, Inc. other	Other	May 31, 2013	Jun 11, 2013
Kimberly Diane Tucker-Knotts	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	May 16, 2013	May 10, 2013
Chris Allen Nelson	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	May 9, 2013	May 20, 2013
Carol Louise Slater	Woodbury Financial Services, Inc. other	Robert W. Baird & Co. Incorporated other	Other	May 3, 2013	Apr 30, 2013
Ryan Christopher Walder	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Apr 12, 2013	Apr 12, 2013
Jack Jui-Lin Chang	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Apr 2, 2013	Apr 2, 2013

Page 10 of 17Previous Next

1,016 moves match.