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
Thomas Lee PetersonWoodbury Financial Services, Inc. otherIag Wealth Partners, LLC otherOtherJan 6, 2011Feb 7, 2011 (32 d)
Michael Lee KutzWoodbury Financial Services, Inc. otherIag Wealth Partners, LLC otherOtherJan 6, 2011Feb 7, 2011 (32 d)
Mark McdonoughWoodbury Financial Services, Inc. otherWells Fargo Advisors wirehouseOtherDec 31, 2010Jul 13, 2011 (194 d)
Sean Robert DignanWoodbury Financial Services, Inc. otherSrd Capital Management unclassifiedOtherDec 14, 2010Jan 6, 2010
David Jay VogelWoodbury Financial Services, Inc. otherTransamerica Financial Advisors, LLC otherOtherNov 30, 2010Nov 19, 2012 (720 d)
Brett Andrew BauchWoodbury Financial Services, Inc. otherMsi Financial Services, Inc. otherOtherNov 30, 2010Dec 3, 2010
Anthony Rainer JonesWoodbury Financial Services, Inc. otherPnc Wealth Management otherOtherNov 30, 2010Dec 3, 2014 (1464 d)
Wendy Ellen FleischmannWoodbury Financial Services, Inc. otherCrown Capital Securities, L.P. otherOtherNov 26, 2010Nov 30, 2010
Tracy Lee MillerWoodbury Financial Services, Inc. otherCetera Advisor Networks LLC otherOtherNov 23, 2010Nov 15, 2010
Annette Patricia ShanksWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherNov 19, 2010Dec 7, 2010
Harris Scott GreenWoodbury Financial Services, Inc. otherNew England Securities Corporation otherOtherNov 18, 2010Oct 29, 2010
Todd Edward DesbergWoodbury Financial Services, Inc. otherNova Financial Services otherOtherNov 15, 2010Nov 19, 2010
Wendi A LucarelliWoodbury Financial Services, Inc. otherAssociated Investment Services, Inc. otherOtherNov 10, 2010Nov 16, 2010
Margaret M RemlingerWoodbury Financial Services, Inc. otherH. Beck, Inc. otherOtherNov 1, 2010Nov 1, 2010
Patterson James MckinlayWoodbury Financial Services, Inc. otherFinancial Telesis, Inc. otherOtherOct 22, 2010Oct 20, 2010
Robert Phillip WolfWoodbury Financial Services, Inc. otherForesters Equity Services, Inc. otherOtherOct 19, 2010Oct 29, 2010
Jerry Lawrence CarmodyWoodbury Financial Services, Inc. otherSage Portfolio Management LLC state registeredOtherOct 18, 2010Jan 30, 2014 (1200 d)
Audrey Ivy PiersonWoodbury Financial Services, Inc. otherHouseholder Group Financial Advisors, LLC otherOtherOct 8, 2010Oct 12, 2010
Heide Uy LeeWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherOct 6, 2010Sep 27, 2012 (722 d)
Nick ElovitzWoodbury Financial Services, Inc. otherPks Advisory Services, LLC otherOtherOct 1, 2010Oct 5, 2010
Emmanuel ObelWoodbury Financial Services, Inc. otherObel Financial Advisors state registeredOtherOct 1, 2010Jan 1, 2025 (5206 d)
Paul Wesley WitthauerWoodbury Financial Services, Inc. otherG. A. Repple & Company BD affiliatedOtherSep 30, 2010Oct 28, 2019 (3315 d)
James Michael JohnstonWoodbury Financial Services, Inc. otherAlphacore Capital LLC independent RIAOtherSep 29, 2010Jan 1, 2025 (5208 d)
Eric James PorterWoodbury Financial Services, Inc. otherTrustmont Advisory Group, Inc. otherOtherSep 28, 2010Sep 20, 2010
Norman Craig MooreWoodbury Financial Services, Inc. otherPackerland Brokerage Services, Inc. otherOtherSep 17, 2010Oct 12, 2010
Jeffrey Ryan ThompsonWoodbury Financial Services, Inc. otherNew England Securities Corporation otherOtherSep 16, 2010Sep 24, 2010
Juan Carlos SalazarWoodbury Financial Services, Inc. otherSpc otherOtherSep 7, 2010Sep 2, 2010
Lindsay Kathleen MaisWoodbury Financial Services, Inc. otherUBS Financial Services Inc. wirehouseOtherJul 22, 2010Aug 2, 2010
Mark Edward BradfordWoodbury Financial Services, Inc. otherPnc Wealth Management otherOtherJul 20, 2010Aug 16, 2010
Anita Jaswantlal PatelWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJul 6, 2010Jul 2, 2010
David Robert WheatleyWoodbury Financial Services, Inc. otherAdvice And Planning Services otherOtherJun 15, 2010Apr 10, 2013 (1030 d)
James Edward SmithWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJun 7, 2010Jun 2, 2010
William R WaltersWoodbury Financial Services, Inc. otherFounders Financial Securities, LLC otherOtherMay 25, 2010Jul 28, 2015 (1890 d)
Kevin Scott PhillipsWoodbury Financial Services, Inc. otherFinancial Advisers Of America, LLC otherOtherMay 21, 2010Jun 7, 2010
Ronald Frank VanhornWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 13, 2010May 12, 2010
Curtis Allen WhartonWoodbury Financial Services, Inc. otherJ. W. Cole Advisors, Inc. otherOtherMay 12, 2010May 6, 2010
Roy NealWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 11, 2010May 31, 2005
Thomas Andrew BryantWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 11, 2010Mar 20, 2009
John Robert MichaelWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherMay 10, 2010Nov 13, 2020 (3840 d)
Steven Ray FleckWoodbury Financial Services, Inc. otherDkc Financial Services, LLC unclassifiedOtherMay 10, 2010May 26, 2010
Jason Garrick LangleyWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 10, 2010Mar 24, 2005
Timothy Allen WissingWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 10, 2010Jan 9, 2008
Michael George DuganWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010May 3, 2010
Richard Joseph RobinsonWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010Nov 19, 2008
Alex P LindleWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010Mar 28, 2008
Cindy Elizabeth LindleWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010May 3, 2010
Gretchen Kay MahaffeyWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010May 3, 2010
Michael Robert DuganWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010May 3, 2010
Valerie M. DownsWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherApr 22, 2010Apr 11, 2007
John Douglas RoszellWoodbury Financial Services, Inc. otherSsn Advisory, Inc. otherOtherMar 24, 2010Mar 23, 2010
Marika SomorjaiWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherMar 12, 2010Mar 16, 2010
John Anthony MezzulloWoodbury Financial Services, Inc. otherGlass Jacobson Wealth Advisors otherOtherMar 4, 2010Jun 23, 2010 (111 d)
Grant Allen KnoxWoodbury Financial Services, Inc. otherSagepoint Financial, Inc. otherOtherFeb 25, 2010Mar 1, 2010
John R HackWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherFeb 8, 2010Feb 4, 2010
Robert Earl MabeWoodbury Financial Services, Inc. otherH. Beck, Inc. otherOtherFeb 2, 2010Feb 2, 2010
David Charles HamanWoodbury Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherFeb 2, 2010Feb 1, 2010
Michael William OlffWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherFeb 2, 2010Feb 2, 2010
Richard John RustinWoodbury Financial Services, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJan 26, 2010Jan 21, 2010
Marian F GeoheganWoodbury Financial Services, Inc. otherSsn Advisory, Inc. otherOtherJan 22, 2010Jan 22, 2010
Daniel Joseph RipleyWoodbury Financial Services, Inc. otherRidgeway Conger Advisory Services otherOtherDec 31, 2009Dec 23, 2009
Page 14 of 17PreviousNext
1,016 moves match.