Advisor moves

Arrivals at 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
Shih Hua LiuLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherSep 16, 2015Sep 9, 2015
Ralph Von AllenSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherSep 4, 2015Sep 8, 2015
Harry BonnMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. BD affiliatedOtherSep 1, 2015Jun 11, 2019 (1379 d)
Nimish Navin PatelFsc Securities Corporation otherWoodbury Financial Services, Inc. otherOtherAug 20, 2015Oct 20, 2014
Kristopher T SharpeWealthspire Advisors otherWoodbury Financial Services, Inc. otherOtherAug 6, 2015Sep 22, 2015 (47 d)
Robert Lynn JavensPruco Securities, LLC otherWoodbury Financial Services, Inc. otherOtherJul 31, 2015Jul 31, 2015
Peter David FalstadFirst Heartland Consultants, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 17, 2015Jul 16, 2015
Carolynn Bridget BridgesCuso Financial Services, L.P. otherWoodbury Financial Services, Inc. otherOtherJul 6, 2015Sep 16, 2015 (72 d)
Corey Lamont WebsterFsc Securities Corporation otherWoodbury Financial Services, Inc. otherOtherJun 23, 2015Oct 17, 2014
Shawn Alan ManuelConcourse Financial Group Advisors otherWoodbury Financial Services, Inc. otherOtherJun 19, 2015May 29, 2015
Cannon Charles WrayCharles Schwab & Co., Inc. national BDWoodbury Financial Services, Inc. otherOtherJun 16, 2015Aug 11, 2015 (56 d)
Douglas Brent ZuckerB. Riley Wealth Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 12, 2015Jun 16, 2015
Raymond Michael WhittenburgSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 9, 2015Jun 8, 2015
Joshua Floyd BlackSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 9, 2015Jun 9, 2015
Jordan M WhittenburgSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 9, 2015Jun 8, 2015
John R CultreraJoseph Gunnar & Co., LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherMay 29, 2015Oct 28, 2019 (1613 d)
Robert Lloyd MacniderOneamerica Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 15, 2015May 11, 2015
Matthew Caldwell RibbleCompass Efficient Model Portfolios, LLC otherWoodbury Financial Services, Inc. otherOtherMay 11, 2015Mar 17, 2017 (676 d)
Daniel Allan TeagueGradient Wealth Management otherWoodbury Financial Services, Inc. otherOtherMay 1, 2015May 5, 2015
Edward William SchulerSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 27, 2015Apr 24, 2015
Melissa L KrupaEdward Jones national BDWoodbury Financial Services, Inc. otherOtherApr 22, 2015May 7, 2015
Nathan M RobnettNext Financial Group, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 17, 2015Apr 16, 2015
Brian Robert PageLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherMar 30, 2015Apr 2, 2015
Michael Norman LabedzLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherMar 30, 2015Mar 17, 2015
Brian Anthony KieferLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherMar 30, 2015Mar 17, 2015
Steven Mark BeaupreCetera Investment Advisers LLC otherWoodbury Financial Services, Inc. otherOtherMar 19, 2015Apr 23, 2015 (35 d)
Michael George HigginsMorgan Stanley wirehouseWoodbury Financial Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 17, 2015Nov 7, 2018 (1331 d)
Michael Scott WehnerFinancial Advocates Investment Management otherWoodbury Financial Services, Inc. BD affiliatedOtherFeb 11, 2015Aug 29, 2019 (1660 d)
Angela Marie BerryCetera Advisor Networks LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherDec 31, 2014Nov 16, 2022 (2877 d)
Richard Franklyn DetillioCetera Advisor Networks LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherDec 31, 2014Nov 15, 2022 (2876 d)
Susan J FinefrockCetera Advisor Networks LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherDec 31, 2014Nov 15, 2022 (2876 d)
Jonathan Joseph TwidwellMutual Of Omaha Investor Services, Inc. no RAUMWoodbury Financial Services, Inc. otherOtherDec 23, 2014Nov 28, 2014
Tyler Grant DavidsonMutual Of Omaha Investor Services, Inc. no RAUMWoodbury Financial Services, Inc. otherOtherDec 23, 2014Dec 1, 2014
Benjamin David JohnsonMutual Of Omaha Investor Services, Inc. no RAUMWoodbury Financial Services, Inc. otherOtherDec 23, 2014Dec 1, 2014
Steven Thomas BealsCetera Advisor Networks LLC otherWoodbury Financial Services, Inc. otherOtherDec 22, 2014Dec 18, 2014
Ryan Lawry BradfordSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 2, 2014Dec 1, 2014
Toby John PetersIndependent Financial Partners otherWoodbury Financial Services, Inc. otherOtherNov 28, 2014Nov 28, 2014
Dominic Vincent PriviteraAmerican Portfolios Advisors, Inc otherWoodbury Financial Services, Inc. otherOtherNov 19, 2014Oct 27, 2014
Daniel Patrick SchumannU.S. Bancorp Investments, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 12, 2014Dec 8, 2014
Alton Leroy HowellLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherNov 5, 2014Oct 28, 2014
Brandon John ValentineWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherNov 5, 2014Nov 12, 2014
Sarah Jean DorySunset Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 20, 2014Oct 20, 2014
Timothy R WagenknechtInvestment Professionals, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 6, 2014Sep 26, 2014
James Bernard JohnsonSignator Investors, Inc. otherWoodbury Financial Services, Inc. otherOtherSep 29, 2014Sep 19, 2014
Stuart Tamotsu IritaniLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherSep 8, 2014Aug 8, 2014
Karen Marie LessardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherSep 4, 2014Oct 7, 2014 (33 d)
James Kevin WietfeldtCompass Financial Advisors LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherAug 18, 2014Mar 1, 2019 (1656 d)
Scott Hottel ChapinFirst Allied Advisory Services, Inc. otherWoodbury Financial Services, Inc. otherOtherAug 5, 2014Aug 1, 2014
Nicholas BlissSummit Financial Group Inc otherWoodbury Financial Services, Inc. otherOtherJul 18, 2014Feb 12, 2015 (209 d)
Simon Dude GrannerThrivent Investment Management Inc. otherWoodbury Financial Services, Inc. otherOtherJun 25, 2014Apr 2, 2015 (281 d)
William Joseph AldrichWedbush Securities Inc. otherWoodbury Financial Services, Inc. otherOtherJun 16, 2014Oct 21, 2016 (858 d)
Paul Serban CotofanaSagepoint Financial, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 12, 2014Jul 18, 2014 (36 d)
Melissa Beth ChipmanPruco Securities, LLC otherWoodbury Financial Services, Inc. otherOtherJun 10, 2014Jun 10, 2014
Stacy Jean HayesPnc Managed Account Solutions, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 15, 2014May 15, 2014
Steven Darryl LindbergLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherMay 2, 2014May 1, 2014
Matthew Blair CostelloEagle Strategies LLC otherWoodbury Financial Services, Inc. otherOtherApr 23, 2014Apr 18, 2014
Karen M ObergBancwest Investment Services, Inc. (Bwis) otherWoodbury Financial Services, Inc. otherOtherApr 10, 2014Dec 7, 2015 (606 d)
Eric William DeanPark Avenue Securities LLC otherWoodbury Financial Services, Inc. otherOtherMar 28, 2014Nov 18, 2014 (235 d)
Michael Eugene HornIpi Wealth Management, Inc. otherWoodbury Financial Services, Inc. otherOtherMar 6, 2014Mar 6, 2014
Brian Alan AmbroseAmbrose Financial And Insurance Services, LLC unclassifiedWoodbury Financial Services, Inc. otherOtherMar 5, 2014Dec 15, 2008
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1,149 moves match.