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.

AdvisorFromToTypeLeftRegistered
Jonathan Howard FriessWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherMay 8, 2012May 25, 2012
Matthew SiegelWoodbury Financial Services, Inc. otherGoddard Financial Planning, Inc. unclassifiedOtherMay 8, 2012Jun 7, 2013 (395 d)
Patrick MorrisseyWoodbury Financial Services, Inc. otherKestra Advisory Services, LLC otherOtherMay 4, 2012Apr 18, 2016 (1445 d)
James Laverne StoneWoodbury Financial Services, Inc. otherCetera Advisors LLC otherOtherMay 4, 2012May 2, 2012
Michael Bruce BagleyWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherApr 20, 2012Apr 19, 2012
Harold Rucker VincentWoodbury Financial Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherApr 17, 2012Apr 16, 2012
Clarence Jerome SennWoodbury Financial Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherApr 17, 2012Apr 17, 2012
Laddi Singh JhutyWoodbury Financial Services, Inc. otherNri Wealth Management, LLC independent RIAOtherApr 16, 2012Aug 13, 2019 (2675 d)
Brent Gaylon BurrWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherMar 16, 2012Mar 15, 2012
Michael Patrick KilleenWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherMar 12, 2012Mar 26, 2012
Charles David RobertsWoodbury Financial Services, Inc. otherPrincipal Securities, Inc. otherOtherDec 31, 2011Feb 22, 2012 (53 d)
Tracey Anne MartinWoodbury Financial Services, Inc. otherRaymond James & Associates, Inc. national BDOtherDec 15, 2011Dec 13, 2011
Roxanne BladeWoodbury Financial Services, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherNov 29, 2011Feb 7, 2012 (70 d)
Elizabeth Saldana FestejoWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherNov 29, 2011Dec 5, 2011
Marvin Henry DennardWoodbury Financial Services, Inc. otherOn Investment Management Co otherOtherNov 23, 2011Dec 9, 2011
Gerald Jeffry PlachtaWoodbury Financial Services, Inc. otherForesters Equity Services, Inc. otherOtherNov 22, 2011Mar 24, 2012 (123 d)
Grant Stephen FrederickWoodbury Financial Services, Inc. otherCamarda Wealth Advisory Group otherOtherNov 22, 2011Sep 13, 2012 (296 d)
Robert Willis BrunerWoodbury Financial Services, Inc. otherQuestar Asset Management, Inc. otherOtherNov 17, 2011Nov 15, 2011
George Herbert ZookWoodbury Financial Services, Inc. otherQuestar Asset Management, Inc. otherOtherNov 17, 2011Nov 15, 2011
Edward Finley OakesWoodbury Financial Services, Inc. otherThe Oakes Financial Group state registeredOtherNov 17, 2011Jan 3, 2012 (47 d)
Jorge Antonio VelasquezWoodbury Financial Services, Inc. otherWisely Advised state registeredOtherNov 15, 2011Nov 17, 2011
Matthew David CalleroWoodbury Financial Services, Inc. otherBedford Financial Group, Inc. otherOtherNov 15, 2011Dec 5, 2011
Laurel Michelle PackhamWoodbury Financial Services, Inc. otherQuestar Asset Management, Inc. otherOtherNov 8, 2011Dec 9, 2011 (31 d)
Candace CunibertiWoodbury Financial Services, Inc. otherWsa Affiliates, LLC state registeredOtherNov 8, 2011Jun 18, 2012 (223 d)
Raymond Joseph PowellWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherNov 4, 2011Sep 12, 2017 (2139 d)
Raymond William PowellWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherNov 4, 2011Sep 13, 2017 (2140 d)
Thomas Ray BatesWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherOct 25, 2011Oct 18, 2011
Larry Dean QueenWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherOct 25, 2011Oct 18, 2011
Michael Frederick BienWoodbury Financial Services, Inc. otherNext Financial Group, Inc. otherOtherOct 19, 2011Jan 6, 2012 (79 d)
Jennifer Craig BlackwellWoodbury Financial Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 14, 2011Nov 17, 2011 (34 d)
Darrell Alve MccroskeyWoodbury Financial Services, Inc. otherOakwood Capital, Inc. otherOtherOct 11, 2011Jun 14, 2016 (1708 d)
David Christopher JozefiakWoodbury Financial Services, Inc. otherQuestar Asset Management, Inc. otherOtherOct 6, 2011Oct 26, 2011
Kathleen Margaret PeakeWoodbury Financial Services, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherSep 29, 2011Sep 22, 2011
Steven Joseph SchoederWoodbury Financial Services, Inc. otherPersonal Wealth Partners LLC independent RIAOtherSep 28, 2011Jan 4, 2021 (3386 d)
Juelmarie Trueworthy MorganWoodbury Financial Services, Inc. otherH. Beck, Inc. otherOtherSep 13, 2011Sep 12, 2011
Brad Richard MetzWoodbury Financial Services, Inc. otherFmsi Advisers otherOtherSep 8, 2011Sep 1, 2011
Patrick Andrew VanceWoodbury Financial Services, Inc. otherFmsi Advisers otherOtherSep 8, 2011Sep 1, 2011
Thomas Lorenzo BausleyWoodbury Financial Services, Inc. otherSpc otherOtherAug 30, 2011Aug 26, 2011
Kevin James LeblancWoodbury Financial Services, Inc. otherLegacy Tax And Financial Planning, LLC unclassifiedOtherAug 26, 2011Jul 23, 2009
Russell Scott HaleWoodbury Financial Services, Inc. otherLegacy Tax And Financial Planning, LLC unclassifiedOtherAug 26, 2011Jul 23, 2009
Jayson Hans JayWoodbury Financial Services, Inc. otherResource Investment Architects, Inc. otherOtherAug 9, 2011Sep 19, 2011 (41 d)
Jack Alan HeffnerWoodbury Financial Services, Inc. otherTrustmont Advisory Group, Inc. otherOtherAug 8, 2011Jan 4, 2012 (149 d)
Jane E KwounWoodbury Financial Services, Inc. otherCapital Analysts otherOtherJul 28, 2011Jul 23, 2013 (726 d)
Brian Scott GrafWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherJul 22, 2011Jun 27, 2011
Samuel Ronald WinchWoodbury Financial Services, Inc. otherWinch Financial otherOtherJul 19, 2011Sep 2, 2011 (45 d)
Lawrence Alan StackWoodbury Financial Services, Inc. otherQuestar Asset Management, Inc. otherOtherJun 29, 2011Jun 17, 2011
Kerry Jean Kimmel-GeigerWoodbury Financial Services, Inc. otherLanark Financial, Inc. otherOtherJun 10, 2011Jun 9, 2011
Curtis E HughesWoodbury Financial Services, Inc. otherH. Beck, Inc. otherOtherJun 2, 2011Jul 6, 2011 (34 d)
James Rey BelyeuWoodbury Financial Services, Inc. otherJ. W. Cole Advisors, Inc. otherOtherJun 2, 2011Jun 8, 2011
Jo Laurie SchmeltzerWoodbury Financial Services, Inc. otherCue Financial Group, Inc. otherOtherMay 24, 2011May 22, 2013 (729 d)
Edward Charles BambergWoodbury Financial Services, Inc. otherMorgan Stanley wirehouseOtherMay 24, 2011Jun 1, 2011
Ramona Ann PurvisWoodbury Financial Services, Inc. otherHorter Investment Management, LLC otherOtherMay 10, 2011Apr 27, 2011
John Ernest SebastianWoodbury Financial Services, Inc. otherJ. W. Cole Advisors, Inc. otherOtherMay 5, 2011May 13, 2011
William Ray StagnerWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherApr 21, 2011May 22, 2012 (397 d)
Ken Seiryu SakamotoWoodbury Financial Services, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherApr 18, 2011Apr 15, 2011
Daniel Gerard AsikainenWoodbury Financial Services, Inc. otherEdward Jones national BDOtherApr 15, 2011May 2, 2011
Todd Paul ReddWoodbury Financial Services, Inc. otherCetera Advisor Networks LLC otherOtherApr 12, 2011Jan 23, 2013 (652 d)
Lisa Anne SilvaWoodbury Financial Services, Inc. otherOsaic Fs, Inc. otherOtherApr 6, 2011Apr 5, 2011
Scott Alan RyanWoodbury Financial Services, Inc. otherPackerland Brokerage Services, Inc. otherOtherMar 21, 2011Mar 22, 2011
David Jason SmithWoodbury Financial Services, Inc. otherWaddell & Reed otherOtherMar 9, 2011May 10, 2011 (62 d)
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1,016 moves match.