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
Hayden Ivan LippWoodbury Financial Services, Inc. otherHayden Lipp Registered Investment Advisor state registeredOtherAug 30, 2007Sep 25, 2007
David M StanleyWoodbury Financial Services, Inc. otherBanc Of America Investment Services, Inc. unclassifiedOtherAug 14, 2007Aug 15, 2007
Robert A HolmesWoodbury Financial Services, Inc. otherNew England Securities Corporation otherOtherJul 31, 2007Apr 25, 2008 (269 d)
Eric David SmileyWoodbury Financial Services, Inc. otherNatcity Investments, Inc. unclassifiedOtherJun 27, 2007Jul 17, 2007
Chris Y StatzWoodbury Financial Services, Inc. otherChase Investment Services Corp. otherOtherJun 27, 2007Mar 4, 2009 (616 d)
Richard Wayne HarveyWoodbury Financial Services, Inc. otherIndependent Advisor Alliance, LLC otherOtherMay 9, 2007Feb 9, 2015 (2833 d)
Denise DownsWoodbury Financial Services, Inc. otherKms Financial Services, Inc otherOtherMay 2, 2007May 1, 2007
Christopher Matthew IngramWoodbury Financial Services, Inc. otherPark Avenue Securities LLC otherOtherMar 22, 2007Apr 11, 2007
Theresa R JansenWoodbury Financial Services, Inc. otherA. G. Edwards & Sons, Inc. unclassifiedOtherFeb 28, 2007Mar 7, 2007
David Laurence FieldsWoodbury Financial Services, Inc. otherNatcity Investments, Inc. unclassifiedOtherFeb 23, 2007Feb 27, 2007
Jacob Daniel StatzWoodbury Financial Services, Inc. otherChase Investment Services Corp. otherOtherFeb 8, 2007Feb 12, 2007
Susan Lorraine TateWoodbury Financial Services, Inc. otherTower Square Securities, Inc. otherOtherFeb 6, 2007Feb 23, 2007
Alfred Peter MataloniWoodbury Financial Services, Inc. otherNfp Advisor Services, LLC otherOtherJan 17, 2007Jan 18, 2007
Paul Robert ParsonsWoodbury Financial Services, Inc. otherSecurities America Advisors, Inc. otherOtherJan 5, 2007Jan 12, 2007
Susan Dawn PowersWoodbury Financial Services, Inc. otherSecurities America Advisors, Inc. otherOtherJan 5, 2007Jan 12, 2007
Scott Craig BrookesWoodbury Financial Services, Inc. otherSharkey Howes & Javer Inc otherOtherNov 30, 2006Oct 27, 2006
Kristopher Wayne MillerWoodbury Financial Services, Inc. otherT & M Financial Inc. unclassifiedOtherOct 30, 2006May 16, 2008 (564 d)
Samson Kam Long ChanWoodbury Financial Services, Inc. otherAmeritas Advisory Services otherOtherOct 19, 2006Nov 1, 2006
Randi Laura GibbonsWoodbury Financial Services, Inc. otherAe Wealth Management, LLC BD affiliatedOtherOct 13, 2006Mar 27, 2024 (6375 d)
Douglas Daniel KoopmannWoodbury Financial Services, Inc. otherHeacock & Jones Financial Services, Inc. otherOtherSep 14, 2006Oct 16, 2006 (32 d)
Paul Catlow CrawfordWoodbury Financial Services, Inc. otherAmeriprise Financial Services, LLC national BDOtherSep 13, 2006Sep 8, 2006
Robert C BoveWoodbury Financial Services, Inc. otherSterne Agee Investment Advisor Services, Inc. otherOtherSep 12, 2006Aug 31, 2006
Craig Michael ConnollyWoodbury Financial Services, Inc. otherSterne Agee Investment Advisor Services, Inc. otherOtherAug 23, 2006Aug 4, 2006
Angela Marie WrightWoodbury Financial Services, Inc. otherDestination Wealth Management otherOtherJul 7, 2006May 17, 2007 (314 d)
Roberto Alexandro BlancoWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherJun 14, 2006Jun 15, 2006
Michael Howard SpencerWoodbury Financial Services, Inc. otherSpc otherOtherJun 2, 2006Sep 13, 2006 (103 d)
Charles Daniel CurtisWoodbury Financial Services, Inc. otherStonefield Investment Advisory, Inc. otherOtherApr 6, 2006Jan 18, 2007 (287 d)
Matthew Kelly LoganWoodbury Financial Services, Inc. otherSummit Financial Group Inc otherOtherMar 20, 2006Mar 14, 2006
Jeffrey Scott FortsonWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherFeb 21, 2006Jul 3, 2003
Joshua John HattigWoodbury Financial Services, Inc. otherWellstone Securities, LLC unclassifiedOtherDec 31, 2005Apr 3, 2007 (458 d)
Richard Eugene SmithWoodbury Financial Services, Inc. otherH. Beck, Inc. otherOtherNov 30, 2005Mar 30, 2006 (120 d)
Sean Christopher JohnstonWoodbury Financial Services, Inc. otherPackerland Brokerage Services, Inc. otherOtherAug 24, 2005Jan 18, 2007 (512 d)
Dominique Godfroy Henri VercaemertWoodbury Financial Services, Inc. otherOnyx Wealth Advisors, Inc. otherOtherAug 22, 2005Sep 8, 2005
John Joseph NavinWoodbury Financial Services, Inc. otherWaterstone Financial Group, Inc. unclassifiedOtherJul 25, 2005Jul 22, 2005
Stephan John HessWoodbury Financial Services, Inc. otherUvest Financial Services Group, Inc. unclassifiedOtherMar 3, 2005Mar 1, 2005
Peter ToppingWoodbury Financial Services, Inc. otherPrivate Client Services, LLC independent RIAOtherOct 29, 2004Feb 1, 2021 (5939 d)
Daniel Lee ShuckWoodbury Financial Services, Inc. otherFifth Third Securities, Inc. otherOtherOct 21, 2004Jul 11, 2005 (263 d)
Kevin Todd ClarkWoodbury Financial Services, Inc. otherSpc otherOtherOct 21, 2004Feb 3, 2006 (470 d)
Neil Howard GraffWoodbury Financial Services, Inc. otherEide Bailly Advisors, LLC otherOtherJun 1, 2004May 26, 2004
Denice Yuin Mei ChunWoodbury Financial Services, Inc. otherStratos Wealth Partners, Ltd independent RIAOtherFeb 26, 2004Dec 17, 2018 (5408 d)
Thor Harvey McilrathWoodbury Financial Services, Inc. otherCambridge Investment Research, Inc. unclassifiedOtherFeb 17, 2004Mar 15, 2004
Samuel Bruce PhillipsWoodbury Financial Services, Inc. otherVoya Financial Advisors, Inc. otherOtherOct 17, 2003Sep 25, 2003
June Alison ChowWoodbury Financial Services, Inc. otherSpc otherOtherAug 28, 2003Jan 7, 2004 (132 d)
Stephen Douglas NortonWoodbury Financial Services, Inc. otherAegis Capital, LLC otherOtherAug 4, 2003Aug 12, 2004 (374 d)
Stephen Mitchell BurroughsWoodbury Financial Services, Inc. otherCambridge Investment Research, Inc. unclassifiedOtherJun 27, 2003Jun 26, 2003
David Michael SchlossbergWoodbury Financial Services, Inc. otherVoya Financial Advisors, Inc. otherOtherApr 29, 2003Aug 27, 2004 (486 d)
John Joseph BakerWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherFeb 6, 2003Feb 3, 2003
Jack Piotr PietraWoodbury Financial Services, Inc. otherLPL Financial LLC otherOtherFeb 6, 2003Feb 3, 2003
Rial Robert MoultonWoodbury Financial Services, Inc. other1st Global Advisors Inc otherOtherNov 12, 2002Dec 4, 2002
Donald Joseph MoultonWoodbury Financial Services, Inc. other1st Global Advisors Inc otherOtherOct 30, 2002Nov 27, 2002
Tod Michael MasinWoodbury Financial Services, Inc. otherThe Masters, Inc. unclassifiedOtherSep 5, 2002Sep 9, 2002
Michael James Del ReWoodbury Financial Services, Inc. otherCetera Advisors LLC otherOtherAug 21, 2002Aug 21, 2002
Laura Kay Galarneau MossakowskiWoodbury Financial Services, Inc. otherMutual Service Corporation unclassifiedOtherAug 9, 2002Jan 27, 2009 (2363 d)
Stephen Joseph LockeWoodbury Financial Services, Inc. otherUvest Financial Services Group, Inc. unclassifiedOtherJul 30, 2002Nov 9, 2004 (833 d)
Nathan Allen RichterWoodbury Financial Services, Inc. otherNew England Securities Corporation otherOtherJun 19, 2002Jan 30, 2014 (4243 d)
Melanie Denise PerryWoodbury Financial Services, Inc. otherMML Investors Services, LLC otherOtherMay 29, 2002May 31, 2002
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1,016 moves match.