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
Kathryn Jill Christensen	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Sep 27, 2012	Sep 18, 2012
John Robert Wheeler	Woodbury Financial Services, Inc. other	Harbour Investments, Inc. other	Other	Sep 25, 2012	Jun 13, 2013 (261 d)
Charles W Cha	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Sep 25, 2012	Sep 17, 2012
Gary Kaspar Malkasian	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Sep 25, 2012	Sep 17, 2012
Sean Kristin Mccabe	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Sep 20, 2012	Sep 12, 2012
Sandy Kaye Derby	Woodbury Financial Services, Inc. other	Voya Financial Advisors, Inc. other	Other	Sep 14, 2012	Sep 19, 2012
Shawn David Stites	Woodbury Financial Services, Inc. other	Ssn Advisory, Inc. other	Other	Sep 14, 2012	Sep 11, 2012
Phillip Max Owens	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Sep 10, 2012	Sep 12, 2012
Jason Darren Campbell	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Sep 10, 2012	Sep 11, 2012
Gary Allen Goldade	Woodbury Financial Services, Inc. other	Packerland Brokerage Services, Inc. other	Other	Sep 10, 2012	Feb 25, 2013 (168 d)
Philip Charles Miller	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Sep 10, 2012	Sep 6, 2012
Dwaine Harold Baasch	Woodbury Financial Services, Inc. other	Securities America Advisors, Inc. other	Other	Sep 10, 2012	Sep 7, 2012
Alfredo Miguel Mesa	Woodbury Financial Services, Inc. other	Mesa Financial Group, LLC unclassified	Other	Sep 4, 2012	Aug 28, 2012
Alexander Strachan Hackley	Woodbury Financial Services, Inc. other	Pruco Securities, LLC other	Other	Sep 4, 2012	Nov 14, 2012 (71 d)
David Robert Kennon	Woodbury Financial Services, Inc. other	First Allied Advisory Services, Inc. other	Other	Aug 29, 2012	Aug 28, 2012
Frederick Arvey Savel	Woodbury Financial Services, Inc. other	First Brokerage America, L.L.C. unclassified	Other	Aug 28, 2012	Aug 22, 2012
David Kitterman	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Aug 28, 2012	Aug 23, 2012
Thomas Hugh Curry	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Aug 28, 2012	Aug 21, 2012
Joseph Adam Uhrig	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Aug 28, 2012	Aug 21, 2012
Jason Lee Layland	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Aug 28, 2012	Aug 29, 2012
Krysten Amie Overly-Armour	Woodbury Financial Services, Inc. other	Osaic Fs, Inc. other	Other	Aug 16, 2012	Aug 10, 2012
Darien Sherman Lewie	Woodbury Financial Services, Inc. other	Harvest Capital Advisors, LLC unclassified	Other	Aug 16, 2012	Aug 14, 2012
Edward Michael Wetzel	Woodbury Financial Services, Inc. other	Osaic Fs, Inc. other	Other	Aug 16, 2012	Aug 10, 2012
Quinn Daniel Campbell	Woodbury Financial Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Aug 8, 2012	Aug 6, 2012
Paul Martin Walkington	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Aug 1, 2012	Aug 22, 2012
Scott Andrew Carlson	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jul 25, 2012	Aug 15, 2012
Kevin Craig Corrigan	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jul 25, 2012	Aug 3, 2012
Dianne Perry Odom	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Jul 20, 2012	Jul 23, 2012
Thomas Patrick Olexa	Woodbury Financial Services, Inc. other	Valmark Advisers, Inc. other	Other	Jul 19, 2012	Jul 17, 2012
Bradley Scott Doy	Woodbury Financial Services, Inc. other	Valmark Advisers, Inc. other	Other	Jul 19, 2012	Jul 17, 2012
James Robert Vande Logt	Woodbury Financial Services, Inc. other	Valmark Advisers, Inc. other	Other	Jul 19, 2012	Jul 17, 2012
Kevin John Prendergast	Woodbury Financial Services, Inc. other	Efg Advisors, LLC unclassified	Other	Jul 19, 2012	May 9, 2013 (294 d)
Scott Richard Werdebaugh	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Jul 17, 2012	Jul 19, 2012
Robert William Cairns	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jul 12, 2012	Jul 31, 2012
Thomas Lorenzo Costantiello	Woodbury Financial Services, Inc. other	Fsc Securities Corporation other	Other	Jul 12, 2012	Jul 16, 2012
Rick J Wertheim	Woodbury Financial Services, Inc. other	Cetera Advisor Networks LLC other	Other	Jul 10, 2012	Jul 6, 2012
Michael Charles Reinhart	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	Jul 6, 2012	Jun 27, 2012
David Isaiah Strunc	Woodbury Financial Services, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Jul 6, 2012	Mar 21, 2024 (4276 d)
Nicholas James Russell	Woodbury Financial Services, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Jul 6, 2012	Mar 21, 2024 (4276 d)
Tiffany Frances King	Woodbury Financial Services, Inc. other	Cetera Advisors LLC other	Other	Jul 5, 2012	Jul 25, 2012
Paul Joseph Piscitelli	Woodbury Financial Services, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Jun 29, 2012	Oct 30, 2025 (4871 d)
James Patrick Lowry	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Jun 29, 2012	Jun 21, 2012
Merriam Jeanne Rink	Woodbury Financial Services, Inc. other	Ausdal Financial Partners, Inc. other	Other	Jun 27, 2012	Jun 15, 2012
Peter George Stewart	Woodbury Financial Services, Inc. other	Spc other	Other	Jun 27, 2012	Jul 23, 2012
Bobby Lee Palmer	Woodbury Financial Services, Inc. other	Next Financial Group, Inc. other	Other	Jun 27, 2012	Jun 15, 2012
Thomas Van Herndon	Woodbury Financial Services, Inc. other	Next Financial Group, Inc. other	Other	Jun 27, 2012	Jun 22, 2012
Paul Jacob Kitzrow	Woodbury Financial Services, Inc. other	Private Advisor Group, LLC other	Other	Jun 27, 2012	Jun 21, 2012
Brian Ernest Chapman	Woodbury Financial Services, Inc. other	Capital Guardian Wealth Management, LLC other	Other	Jun 22, 2012	Jun 14, 2012
Andrew Michael Panyik	Woodbury Financial Services, Inc. other	Money Concepts Advisory Service other	Other	Jun 11, 2012	Jun 12, 2012
Jason Lee Kleemeier	Woodbury Financial Services, Inc. other	Investment Centers Of America, Inc. other	Other	Jun 7, 2012	Jun 4, 2012
Joanne Marie Natale	Woodbury Financial Services, Inc. other	Park Avenue Securities LLC other	Other	May 31, 2012	Aug 16, 2012 (77 d)
Todd Alan Overbeek	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	May 29, 2012	May 23, 2012
Edwin Martinez	Woodbury Financial Services, Inc. other	Merrimac Corporate Securities, Inc. unclassified	Other	May 23, 2012	Jul 17, 2012 (55 d)
Menachem Nahum Daniels	Woodbury Financial Services, Inc. other	LPL Financial LLC other	Other	May 21, 2012	May 17, 2012
Erin Louise Gunnell	Woodbury Financial Services, Inc. other	Sii Investments, Inc. other	Other	May 21, 2012	Jun 29, 2012 (39 d)
Peter John Molesa	Woodbury Financial Services, Inc. other	Sii Investments, Inc. other	Other	May 21, 2012	Jun 12, 2012
Donald Michael Denstaedt	Woodbury Financial Services, Inc. other	Sii Investments, Inc. other	Other	May 21, 2012	Jun 12, 2012
Jeffrey Richard Hoenle	Woodbury Financial Services, Inc. other	Sii Investments, Inc. other	Other	May 21, 2012	May 22, 2012
Gregory William Hoenle	Woodbury Financial Services, Inc. other	Sii Investments, Inc. other	Other	May 21, 2012	May 22, 2012
Brian Larry Rogers	Woodbury Financial Services, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	May 15, 2012	May 1, 2012

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1,016 moves match.