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
Charles Frederick NealWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherDec 31, 2009Jan 4, 2010
James Edward WilsonWoodbury Financial Services, Inc. otherAvantax Advisory Services otherOtherDec 31, 2009Feb 18, 2010 (49 d)
Matt ArthurWoodbury Financial Services, Inc. otherHuntington Financial Advisors otherOtherDec 31, 2009Jan 12, 2010
Lisa Ann BellamyWoodbury Financial Services, Inc. otherLegacy Tax And Financial Planning, LLC unclassifiedOtherDec 31, 2009Jul 23, 2009
William Lawson RalstonWoodbury Financial Services, Inc. otherKpp Advisory Services LLC otherOtherDec 31, 2009Oct 5, 2017 (2835 d)
Lauchlin Vernon HinesWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherDec 31, 2009Nov 6, 2008
Victor M MeyerowitzWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherDec 31, 2009Jan 5, 2010
Steven Lee KingWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherDec 31, 2009Jan 5, 2010
Michael David TuazonWoodbury Financial Services, Inc. otherMorgan Stanley wirehouseOtherDec 31, 2009May 12, 2011 (497 d)
Charles Edward EarleWoodbury Financial Services, Inc. otherLegacy Tax And Financial Planning, LLC unclassifiedOtherDec 31, 2009Jul 23, 2009
Scott Eric BeatyWoodbury Financial Services, Inc. otherLegacy Tax And Financial Planning, LLC unclassifiedOtherDec 31, 2009Jul 23, 2009
Cathy Irene Jackson-GentWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 15, 2009Jan 4, 2010
John Anthony MaggiacomoWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 11, 2009Jan 13, 2010 (33 d)
Joseph Vincent MurrayWoodbury Financial Services, Inc. otherSignator Financial Services, Inc. otherOtherDec 9, 2009Nov 12, 2009
Charles Kendall DebenonWoodbury Financial Services, Inc. otherOsaic Fs, Inc. otherOtherDec 4, 2009Dec 8, 2009
Dustin Stuart MaWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 4, 2009Dec 2, 2009
Jeffrey W GigaxWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 3, 2009Sep 9, 2010 (280 d)
William Craig SplawnWoodbury Financial Services, Inc. otherOsaic Wealth, Inc. otherOtherDec 1, 2009Dec 12, 2009
Stephen Ray FosterWoodbury Financial Services, Inc. otherOsaic Wealth, Inc. otherOtherDec 1, 2009Nov 25, 2009
Lucinda A SalinasWoodbury Financial Services, Inc. otherEquitable Advisors, LLC national BDOtherNov 30, 2009Jul 12, 2010 (224 d)
Jon Darby PollockWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherNov 30, 2009Jan 1, 2025 (5511 d)
Corey Michael MaglioloWoodbury Financial Services, Inc. otherOsaic Fs, Inc. otherOtherNov 18, 2009Nov 13, 2009
Joseph Mario GavazzaWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherNov 18, 2009Dec 3, 2009
Ronald Lee JohnsonWoodbury Financial Services, Inc. otherSpc otherOtherNov 17, 2009Mar 1, 2010 (104 d)
Ryan Edward StarlingWoodbury Financial Services, Inc. otherSpc otherOtherNov 17, 2009Mar 1, 2010 (104 d)
Ike J KutterWoodbury Financial Services, Inc. otherSpc otherOtherNov 17, 2009Mar 1, 2010 (104 d)
Charles Norman PeifferWoodbury Financial Services, Inc. otherH. Beck, Inc. otherOtherNov 16, 2009Nov 16, 2009
Peter Carlin StockettWoodbury Financial Services, Inc. otherIntegrity Alliance, LLC otherOtherNov 12, 2009Nov 10, 2009
Carlos Arthur RasmussenWoodbury Financial Services, Inc. otherSignator Financial Services, Inc. otherOtherNov 5, 2009Oct 13, 2009
Bernard Aloysius NienbergWoodbury Financial Services, Inc. otherInvestment Centers Of America, Inc. otherOtherOct 30, 2009Nov 4, 2009
Evan Finnell ColeWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherOct 20, 2009Oct 19, 2009
Roland Gregory BergmanWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherOct 20, 2009Oct 19, 2009
Steve Joseph DomanWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherOct 7, 2009Jan 6, 2010 (91 d)
Shane Edward WesthoelterWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherOct 6, 2009Oct 5, 2009
Megan Elizabeth KoopmanWoodbury Financial Services, Inc. otherNext Financial Group, Inc. otherOtherOct 1, 2009Oct 9, 2009
Michael Gary ConawayWoodbury Financial Services, Inc. otherTrusted Advisors Group LLC state registeredOtherSep 30, 2009Dec 21, 2025 (5926 d)
Vincent Scott LewisWoodbury Financial Services, Inc. otherMcnally Financial Services Corporation state registeredOtherSep 30, 2009Nov 19, 2009 (50 d)
Bruce William StroupWoodbury Financial Services, Inc. otherInvest Financial Corporation otherOtherSep 29, 2009Sep 25, 2009
Michael A PiccioneWoodbury Financial Services, Inc. otherIc Advisory Services, Inc. otherOtherSep 29, 2009Sep 25, 2009
James Martin FallonWoodbury Financial Services, Inc. otherMorgan Stanley wirehouseOtherSep 24, 2009Sep 1, 2009
Jonathan A StoftWoodbury Financial Services, Inc. otherCharles Schwab & Co., Inc. national BDOtherSep 11, 2009Nov 5, 2010 (420 d)
David Odell BurnsWoodbury Financial Services, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherSep 8, 2009Jun 29, 2023 (5042 d)
Paul Steven FuhrmanWoodbury Financial Services, Inc. otherPackerland Brokerage Services, Inc. otherOtherSep 4, 2009Sep 1, 2009
Judith Lohr MohrWoodbury Financial Services, Inc. otherHouseholder Group Financial Advisors, LLC otherOtherSep 1, 2009Sep 1, 2009
Michael Lawrence WalshWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherAug 31, 2009Aug 24, 2009
Jennifer Rebecca RocciWoodbury Financial Services, Inc. otherAmeriprise Financial Services, LLC national BDOtherAug 28, 2009Oct 7, 2011 (770 d)
Jack Carter WorrellWoodbury Financial Services, Inc. otherCarolina Planning Group LLC state registeredOtherAug 11, 2009Jan 1, 2026 (5987 d)
Matthew Dustin HoodWoodbury Financial Services, Inc. otherInteractive Financial Advisors otherOtherAug 3, 2009Jan 5, 2017 (2712 d)
Matthew Bryan HarveyWoodbury Financial Services, Inc. otherHightower Advisors, LLC otherOtherJul 23, 2009Jul 21, 2009
Gregory Jay BudgeWoodbury Financial Services, Inc. otherEdward Jones national BDOtherJul 23, 2009Aug 6, 2009
Richard Dean SpiveyWoodbury Financial Services, Inc. otherUnited Brokerage Services Inc otherOtherJul 17, 2009Feb 7, 2014 (1666 d)
Larry Dale BraselWoodbury Financial Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJul 14, 2009Jul 13, 2009
Mark LuchesaWoodbury Financial Services, Inc. otherCadaret Grant & Co Inc otherOtherJul 7, 2009Jul 2, 2009
Bradley Ray SmithWoodbury Financial Services, Inc. otherPiedmont Investment Advisors, LLC otherOtherJun 26, 2009Jun 20, 2011 (724 d)
Clyde Joseph TommelleoWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherJun 25, 2009Jun 22, 2009
Gerald King EmersonWoodbury Financial Services, Inc. otherPark Avenue Securities LLC otherOtherJun 25, 2009Jun 13, 2013 (1449 d)
Leo Drew GiesWoodbury Financial Services, Inc. otherChase Investment Services Corp. otherOtherJun 23, 2009Jun 30, 2009
Lisa Ann EvansWoodbury Financial Services, Inc. otherEquitable Advisors, LLC national BDOtherJun 18, 2009Jul 17, 2009
Mark Thomas EalyWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherJun 4, 2009Jun 3, 2009
John Bruce EtrheimWoodbury Financial Services, Inc. otherFintegra, LLC otherOtherJun 2, 2009Jun 2, 2009
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1,016 moves match.