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
Damon Andrew PiersonWoodbury Financial Services, Inc. otherLevel Four Advisory Services otherOtherMay 29, 2009Jun 12, 2009
James Leonard Van GrouwWoodbury Financial Services, Inc. otherEdi Investment Advisor Corporation unclassifiedOtherMay 28, 2009Oct 22, 2009 (147 d)
Robert Mark StarWoodbury Financial Services, Inc. otherEdi Investment Advisor Corporation unclassifiedOtherMay 22, 2009Jul 8, 2009 (47 d)
John Leo ChiappettaWoodbury Financial Services, Inc. otherInvestment Centers Of America, Inc. otherOtherMay 15, 2009Jun 9, 2009
Reese J HarperWoodbury Financial Services, Inc. otherDentist Advisors independent RIAOtherMay 15, 2009May 19, 2009
Irina Vladimirovna LuethWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherMay 14, 2009May 12, 2009
Ronald Keith MooreWoodbury Financial Services, Inc. otherSecurian Financial Services, Inc. otherOtherMay 11, 2009May 28, 2009
Anne Maleva ChamberlainWoodbury Financial Services, Inc. otherNatcity Investments, Inc. unclassifiedOtherMay 11, 2009May 21, 2009
Genevieve Garcia MarWoodbury Financial Services, Inc. otherBrewer Investment Advisors LLC unclassifiedOtherApr 30, 2009May 1, 2009
Ann Kelly AdamsWoodbury Financial Services, Inc. otherSignator Financial Services, Inc. otherOtherApr 27, 2009Aug 25, 2009 (120 d)
Harry William BeltranWoodbury Financial Services, Inc. otherOsaic Fs, Inc. otherOtherApr 15, 2009May 21, 2010 (401 d)
Garry Ron KirklandWoodbury Financial Services, Inc. otherGallacher Capital Management, LLC otherOtherApr 1, 2009May 24, 2011 (783 d)
Jeffrey Joseph BiroWoodbury Financial Services, Inc. otherInvestment Centers Of America, Inc. otherOtherMar 27, 2009Apr 22, 2009
David ShipleyWoodbury Financial Services, Inc. otherChase Investment Services Corp. otherOtherMar 24, 2009Mar 25, 2009
John W MessersmithWoodbury Financial Services, Inc. otherCommonwealth Financial Network national BDOtherMar 18, 2009Aug 18, 2010 (518 d)
Robert Lane FarmerWoodbury Financial Services, Inc. otherEquitable Advisors, LLC national BDOtherMar 18, 2009Mar 17, 2009
Anthony John CoreaWoodbury Financial Services, Inc. otherKestra Advisory Services, LLC otherOtherMar 13, 2009Apr 18, 2016 (2593 d)
Catherine Leigh BrownWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherFeb 18, 2009Feb 23, 2009
Christian Matthew Del GiorgioWoodbury Financial Services, Inc. otherQuest Capital Strategies, Inc. otherOtherFeb 17, 2009Feb 13, 2009
James Patrick KarthausWoodbury Financial Services, Inc. otherTlg Advisors, Inc. otherOtherFeb 13, 2009Mar 31, 2009 (46 d)
Darrin Blake RudolphWoodbury Financial Services, Inc. otherJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherFeb 12, 2009Feb 6, 2009
Barton Drew RudolphWoodbury Financial Services, Inc. otherJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherFeb 12, 2009Feb 6, 2009
Cathy Ann JacksonWoodbury Financial Services, Inc. otherCuso Financial Services, L.P. otherOtherFeb 3, 2009Feb 3, 2009
Sylvia ChinWoodbury Financial Services, Inc. otherMorling Financial Advisors, LLC otherOtherFeb 2, 2009Feb 6, 2009
Shelby Joy RothmanWoodbury Financial Services, Inc. otherWfp Securities unclassifiedOtherJan 15, 2009Jan 27, 2009
Brian Alan AmbroseWoodbury Financial Services, Inc. otherCreativeone Securities, LLC otherOtherJan 12, 2009Mar 4, 2014 (1877 d)
Dennis Wayne GieseWoodbury Financial Services, Inc. otherSpc otherOtherDec 31, 2008Jun 4, 2009 (155 d)
William John ManbyWoodbury Financial Services, Inc. otherAncora Retirement Plan Advisors, LLC otherOtherDec 31, 2008Jan 2, 2009
Susano CastilloWoodbury Financial Services, Inc. otherOsaic Fs, Inc. otherOtherDec 31, 2008Sep 9, 2010 (617 d)
Pedro Sergio ChavezWoodbury Financial Services, Inc. otherOsaic Fs, Inc. otherOtherDec 31, 2008Feb 11, 2009 (42 d)
Brian Edmund McnultyWoodbury Financial Services, Inc. otherSecurian Financial Services, Inc. otherOtherDec 23, 2008Jan 12, 2009
Keith Douglas SchlottmanWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherDec 16, 2008Dec 18, 2008
Amy Louise JonesWoodbury Financial Services, Inc. otherEquitable Advisors, LLC national BDOtherDec 3, 2008Nov 25, 2008
David Allen MooreWoodbury Financial Services, Inc. otherEquitable Advisors, LLC national BDOtherDec 3, 2008Nov 25, 2008
Christopher Paul NawnWoodbury Financial Services, Inc. otherEnsemble Financial Services, Inc. unclassifiedOtherDec 1, 2008Jan 6, 2009 (36 d)
Richard Lewis SwitzerWoodbury Financial Services, Inc. otherEnsemble Financial Services, Inc. unclassifiedOtherDec 1, 2008Jan 7, 2009 (37 d)
Richard Lee MillerWoodbury Financial Services, Inc. otherT & M Financial Inc. unclassifiedOtherNov 14, 2008Nov 19, 2008
Faron Eugene BarrWoodbury Financial Services, Inc. otherT & M Financial Inc. unclassifiedOtherNov 14, 2008Nov 19, 2008
Jamie Tabor StoneWoodbury Financial Services, Inc. otherHomestead Advisers Corp. otherOtherNov 12, 2008Nov 10, 2008
Charles Richard LocherWoodbury Financial Services, Inc. otherHornor, Townsend & Kent, LLC otherOtherOct 31, 2008Nov 26, 2008
Ronald Brian GattiWoodbury Financial Services, Inc. otherEquitable Advisors, LLC national BDOtherOct 27, 2008Dec 19, 2008 (53 d)
Anne Elizabeth LaneWoodbury Financial Services, Inc. otherSecurities America Advisors, Inc. otherOtherOct 16, 2008Dec 11, 2008 (56 d)
Robert KellerWoodbury Financial Services, Inc. otherWaddell & Reed otherOtherSep 11, 2008Nov 2, 2009 (417 d)
Garth Lee KriegerWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC independent RIAOtherAug 6, 2008Apr 16, 2020 (4271 d)
Jane Marie BraunWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherAug 1, 2008Jul 25, 2008
Richard Wiley WaddellWoodbury Financial Services, Inc. otherEquitable Advisors, LLC national BDOtherJun 26, 2008Jun 30, 2008
Sean Kristin MccabeWoodbury Financial Services, Inc. otherCommonwealth Financial Network national BDOtherJun 24, 2008Jun 17, 2008
Thomas Erwin MunkerWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherMay 20, 2008May 20, 2008
Angela Renee Parra-McneelyWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherMay 20, 2008May 20, 2008
Randall Gray DanielWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherApr 15, 2008Apr 2, 2007
Ginny Katharine SalviccioWoodbury Financial Services, Inc. otherMorgan Stanley & Co. LLC unclassifiedOtherApr 4, 2008May 6, 2008 (32 d)
Scott Alton UeckertWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherMar 17, 2008Mar 10, 2008
Megan Nora LowellWoodbury Financial Services, Inc. otherThrivent Investment Management Inc. otherOtherFeb 22, 2008Dec 19, 2013 (2127 d)
Marianne Katherine BrouilletteWoodbury Financial Services, Inc. otherInvestors Capital Advisory otherOtherJan 31, 2008Feb 7, 2008
Jack GelnakWoodbury Financial Services, Inc. otherGold Coast Securities, Inc. otherOtherDec 31, 2007Jan 10, 2008
David Robert KemptonWoodbury Financial Services, Inc. otherScf Investment Advisors, Inc. otherOtherDec 14, 2007Dec 8, 2009 (725 d)
Brian MccarthyWoodbury Financial Services, Inc. otherSymmetry Partners otherOtherNov 29, 2007May 1, 2014 (2345 d)
Kevin D TubbsWoodbury Financial Services, Inc. otherPark Avenue Securities LLC otherOtherNov 19, 2007Feb 10, 2010 (814 d)
Carol Ann O'NeilWoodbury Financial Services, Inc. otherAvantax Advisory Services otherOtherOct 2, 2007Oct 16, 2007
Mark Jerry BravermanWoodbury Financial Services, Inc. otherQuest Capital Strategies, Inc. otherOtherOct 1, 2007Aug 20, 2009 (689 d)
Page 16 of 17PreviousNext
1,016 moves match.