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
Sepehr Mehrad HosseiniMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherFeb 26, 2014Feb 14, 2014
John LadickAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherFeb 21, 2014Dec 18, 2014 (300 d)
James Ernest FeredayNationwide Securities, LLC no RAUMWoodbury Financial Services, Inc. otherOtherFeb 11, 2014Feb 7, 2014
Preeti ShahCetera Advisors LLC otherWoodbury Financial Services, Inc. otherOtherFeb 11, 2014Feb 12, 2014
Charles Andrew CalderwoodHornor, Townsend & Kent, LLC otherWoodbury Financial Services, Inc. otherOtherJan 23, 2014Jan 28, 2014
Milton Dennis FlanaganFifth Third Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 21, 2014Feb 14, 2014
Jessica BarbeyU.S. Bancorp Investments, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 24, 2013Oct 9, 2014 (289 d)
David Andrew MckinneyEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 10, 2013Mar 2, 2015 (447 d)
Michael Anthony AllenMML Investors Services, LLC otherWoodbury Financial Services, Inc. otherOtherDec 6, 2013Jan 2, 2014
Carolina Berdoza MarquezEdward Jones national BDWoodbury Financial Services, Inc. otherOtherNov 25, 2013Jul 10, 2014 (227 d)
Paul John RaymondConcourse Financial Group Advisors otherWoodbury Financial Services, Inc. otherOtherNov 6, 2013Oct 9, 2013
Teresa May HartEdward Jones national BDWoodbury Financial Services, Inc. otherOtherOct 21, 2013Oct 23, 2013
Craig W PetrellaScf Investment Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 14, 2013Apr 2, 2014 (170 d)
Shane Patrick O'MalleyInvestment Advisors Corp otherWoodbury Financial Services, Inc. otherOtherOct 11, 2013Sep 16, 2013
Kristi Lynn MignanoInvestment Advisors Corp otherWoodbury Financial Services, Inc. otherOtherOct 11, 2013Sep 16, 2013
Christian TateoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 1, 2013Apr 22, 2021 (2760 d)
Robert Charles SchubertInvestment Advisors Asset Management, LLC otherWoodbury Financial Services, Inc. otherOtherSep 5, 2013Jun 27, 2013
Kevin James AppelbaumLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherSep 4, 2013Sep 27, 2013
Collin Glenn DayCambridge Investment Research Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherAug 12, 2013Oct 1, 2013 (50 d)
Hardit Narayan ChaudharyWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherAug 9, 2013Aug 6, 2013
Margaret M RemlingerH. Beck, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 19, 2013Jun 21, 2013
Elizabeth S JohnidesNational Planning Corporation ("Npc Of America" In Fl & Ny) otherWoodbury Financial Services, Inc. otherOtherJul 17, 2013May 28, 2015 (680 d)
Gary M KlobcharVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 16, 2013Jul 10, 2013
Walter Carl MeyersLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherJul 9, 2013Jul 10, 2013
Brian John WitzPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 21, 2013Jun 20, 2013
Judy S WongWells Fargo Advisors wirehouseWoodbury Financial Services, Inc. otherOtherJun 20, 2013Jun 11, 2013
Alana LightFirst Command Financial Planning, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 7, 2013Jul 26, 2013 (49 d)
Dean Tetsuro MatsumotoMorgan Stanley wirehouseWoodbury Financial Services, Inc. otherOtherApr 10, 2013Mar 28, 2013
Anthony Craig HammerEdward Jones national BDWoodbury Financial Services, Inc. otherOtherApr 2, 2013Apr 5, 2013
William Blair HammondLasalle St. Investment Advisors, L.L.C. otherWoodbury Financial Services, Inc. otherOtherMar 28, 2013Mar 28, 2013
David Kenneth BaerWells Fargo Advisors wirehouseWoodbury Financial Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 20, 2013Feb 12, 2021 (2914 d)
Jonathan Howard FriessIndependent Financial Group, LLC otherWoodbury Financial Services, Inc. otherOtherFeb 14, 2013Jun 6, 2013 (112 d)
Eric Arthur MarzinkeTransamerica Financial Advisors, LLC otherWoodbury Financial Services, Inc. otherOtherFeb 8, 2013Jan 18, 2013
David Lawrence BailinSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherFeb 6, 2013Feb 1, 2013
Kamil RehmanWells Fargo Advisors wirehouseWoodbury Financial Services, Inc. otherOtherJan 28, 2013Dec 12, 2014 (683 d)
Richard Wiley WaddellEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 22, 2013Jan 15, 2013
Michael CalabreseConcourse Financial Group Advisors otherWoodbury Financial Services, Inc. otherOtherJan 11, 2013Jan 7, 2013
James Reed DavisCetera Advisors LLC otherWoodbury Financial Services, Inc. otherOtherDec 20, 2012Dec 21, 2012
Norman Patrick McevoyTd Ameritrade Investment Management, LLC otherWoodbury Financial Services, Inc. otherOtherDec 20, 2012Aug 16, 2013 (239 d)
Denise Marie BaranowskiSpc otherWoodbury Financial Services, Inc. otherOtherDec 10, 2012Dec 11, 2012
John David DanzerInvestment Professionals, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 13, 2012Oct 30, 2012
Jeffrey Earl PiferHefren-Tillotson, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 12, 2012Dec 7, 2012
Stacy L DavisMorgan Stanley wirehouseWoodbury Financial Services, Inc. otherOtherOct 24, 2012Oct 5, 2012
Jeffrey Thomas KoolenWells Fargo Advisors wirehouseWoodbury Financial Services, Inc. otherOtherOct 23, 2012Apr 8, 2013 (167 d)
Paul Nicholas BehnkeAusdal Financial Partners, Inc. otherWoodbury Financial Services, Inc. otherOtherSep 20, 2012Sep 15, 2014 (725 d)
Alison B RodriguezFsc Securities Corporation otherWoodbury Financial Services, Inc. otherOtherSep 17, 2012Mar 5, 2014 (534 d)
Paul Martin WalkingtonValic Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 21, 2012Jun 21, 2012
John Michael FranklinThe Strategic Financial Alliance otherWoodbury Financial Services, Inc. otherOtherJun 1, 2012Aug 7, 2012 (67 d)
Matthew George ShahadyWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherMay 21, 2012May 24, 2012
Catherine Leigh BrownCb Wealth Management Group unclassifiedWoodbury Financial Services, Inc. otherOtherApr 27, 2012Jan 16, 2009
Michael Anthony DaranyNext Financial Group, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 12, 2012Apr 10, 2012
Jason Hollis JohnsonEagle Strategies LLC otherWoodbury Financial Services, Inc. otherOtherApr 12, 2012Apr 10, 2012
Jeri D BarrientosProspera Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 5, 2012Apr 3, 2012
Marty Ray HenneCetera Advisors LLC otherWoodbury Financial Services, Inc. otherOtherMar 21, 2012Mar 28, 2012
Matthew Wyatt WochosCetera Advisors LLC otherWoodbury Financial Services, Inc. otherOtherMar 21, 2012Mar 28, 2012
Matthew David CalleroBedford Financial Group, Inc. otherWoodbury Financial Services, Inc. otherOtherMar 14, 2012Feb 1, 2012
Joseph Austin MccarthyEdward Jones national BDWoodbury Financial Services, Inc. otherOtherFeb 28, 2012Mar 1, 2012
Adam Lee DeskinsCetera Investment Services LLC otherWoodbury Financial Services, Inc. otherOtherFeb 17, 2012Feb 17, 2012
Robert Lee BriteSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherFeb 6, 2012Feb 3, 2012
William Lawson RalstonPrivate Client Services, LLC otherWoodbury Financial Services, Inc. otherOtherFeb 2, 2012Jun 13, 2006
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1,149 moves match.