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
Douglas Nash Lindley	Woodbury Financial Services, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Mar 28, 2013	Mar 21, 2024 (4011 d)
Matthew Belden Beck	Woodbury Financial Services, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Mar 28, 2013	Mar 21, 2024 (4011 d)
Brenda Lynn Rolli	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	Mar 27, 2013	Mar 25, 2013
Steven Tonkin	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Mar 19, 2013	Mar 22, 2013
Stephen Yaroslav Mohyla	Woodbury Financial Services, Inc. other	Cetera Advisor Networks LLC other	Other	Mar 1, 2013	Feb 28, 2013
David Barol	Woodbury Financial Services, Inc. other	Cetera Advisor Networks LLC other	Other	Feb 27, 2013	Feb 26, 2013
Jonathan Earl Kennedy	Woodbury Financial Services, Inc. other	Next Financial Group, Inc. other	Other	Feb 12, 2013	Feb 11, 2013
Michael Joe Furrer	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	Feb 7, 2013	Feb 4, 2013
Richard Lance High	Woodbury Financial Services, Inc. other	Spc other	Other	Feb 1, 2013	Jan 31, 2013
Charles Ross Campbell	Woodbury Financial Services, Inc. other	Concourse Financial Group Advisors other	Other	Dec 31, 2012	Jan 14, 2013
David Albert Weis	Woodbury Financial Services, Inc. other	First Heartland Consultants, Inc. other	Other	Dec 31, 2012	Jan 2, 2013
Joseph Lee Berry	Woodbury Financial Services, Inc. other	Mbe Wealth Management, LLC other	Other	Dec 19, 2012	Feb 20, 2013 (63 d)
Franklin Shearwood Brizendine, III	Woodbury Financial Services, Inc. other	Pruco Securities, LLC other	Other	Dec 18, 2012	Apr 9, 2013 (112 d)
Steven Thomas Beals	Woodbury Financial Services, Inc. other	Cetera Advisor Networks LLC other	Other	Dec 4, 2012	Dec 13, 2012
Timothy Carl Stelling	Woodbury Financial Services, Inc. other	H. Beck, Inc. other	Other	Nov 30, 2012	Nov 30, 2012
Juliette Cherie Williams	Woodbury Financial Services, Inc. other	Next Financial Group, Inc. other	Other	Nov 30, 2012	Dec 7, 2012
Steven Leroy Judd	Woodbury Financial Services, Inc. other	H. Beck, Inc. other	Other	Nov 30, 2012	Nov 30, 2012
Robert John Broadhead	Woodbury Financial Services, Inc. other	Oneamerica Securities, Inc. other	Other	Nov 30, 2012	Apr 30, 2014 (516 d)
Jacqueline White Rupert	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Nov 20, 2012	Nov 20, 2012
Steven Joseph Gessner	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Nov 20, 2012	Nov 16, 2012
Timothy Lee Head	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	Nov 20, 2012	Nov 14, 2012
Todd Childers	Woodbury Financial Services, Inc. other	Horter Investment Management, LLC other	Other	Nov 20, 2012	Nov 26, 2012
Todd Foster Paradise	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Nov 20, 2012	Nov 16, 2012
Joe P. Moore	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Nov 20, 2012	Nov 15, 2012
Chikako Kashino	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Nov 19, 2012	Nov 26, 2012
Margaret Mary Reid	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Nov 19, 2012	Nov 16, 2012
Edwin Alexander Mcknight	Woodbury Financial Services, Inc. other	Ssn Advisory, Inc. other	Other	Nov 14, 2012	Nov 13, 2012
Scott Douglas Tschappat	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Nov 14, 2012	Nov 26, 2012
Steve Blake Allender	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Nov 14, 2012	Nov 12, 2012
William Eugene Ward	Woodbury Financial Services, Inc. other	Walnut Street Securities, Inc. other	Other	Nov 12, 2012	Nov 7, 2012
Richard Franklyn Detillio	Woodbury Financial Services, Inc. other	Walnut Street Securities, Inc. other	Other	Nov 12, 2012	Nov 7, 2012
William Bradley Montgomery	Woodbury Financial Services, Inc. other	Vantage Financial Group, Inc. other	Other	Nov 9, 2012	Nov 9, 2012
Angela Marie Berry	Woodbury Financial Services, Inc. other	Walnut Street Securities, Inc. other	Other	Nov 9, 2012	Nov 7, 2012
Susan J Finefrock	Woodbury Financial Services, Inc. other	Vantage Financial Group, Inc. other	Other	Nov 9, 2012	Nov 7, 2012
Keith Hower	Woodbury Financial Services, Inc. other	Voya Financial Advisors, Inc. other	Other	Nov 8, 2012	Nov 8, 2012
Ann Kathryn Pauley	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Nov 6, 2012	Nov 1, 2012
Stephen Swarbrick	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 26, 2012	Oct 24, 2012
Samuel Hurst Hoppe	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 26, 2012	Nov 13, 2012
John Reed Mickelson	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Oct 23, 2012	Oct 29, 2012
Vivian Yu Rong Chu	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 22, 2012	Oct 16, 2012
Kelly Watts Cole	Woodbury Financial Services, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Oct 19, 2012	Oct 18, 2012
Robert Edward Young	Woodbury Financial Services, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Oct 19, 2012	Oct 18, 2012
Nathan Norris Farnell	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 19, 2012	Oct 17, 2012
Sue Ling Wong	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 17, 2012	Oct 15, 2012
Gregory Stark Pettys	Woodbury Financial Services, Inc. other	Pruco Securities, LLC other	Other	Oct 16, 2012	May 15, 2013 (211 d)
Eddie Devell Holmes	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 12, 2012	Oct 11, 2012
Paul Howard Price	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 11, 2012	Oct 11, 2012
Garrick David Gookin	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 11, 2012	Oct 11, 2012
Todd Wynn Dekellis	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 11, 2012	Oct 11, 2012
Cesar Hugo Lopez	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 10, 2012	Sep 17, 2012
Kenneth Wayne Miller	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Oct 9, 2012	Oct 5, 2012
Suzanne S Udoni	Woodbury Financial Services, Inc. other	Voya Financial Advisors, Inc. other	Other	Oct 9, 2012	Oct 9, 2012
Rusti Lynn Keeley Anderson	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 5, 2012	Oct 5, 2012
Randolph Miles Peters	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 3, 2012	Oct 9, 2012
Stephen Dwight Hill	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 3, 2012	Oct 9, 2012
Carol Jean Weems	Woodbury Financial Services, Inc. other	Onedigital other	Other	Oct 3, 2012	Oct 1, 2012
Jeffrey Lloyd Kraft	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Oct 3, 2012	Oct 9, 2012
Daron Edward Mcmillan	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Sep 27, 2012	Oct 11, 2012
Reid Leonard Allen	Woodbury Financial Services, Inc. other	Income Architects unclassified	Other	Sep 27, 2012	May 19, 2008
Francois Sam Marcus	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Sep 27, 2012	Sep 18, 2012

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1,016 moves match.