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
David C PaulsonOsaic Wealth, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 30, 2012Jan 27, 2012
Susan J FinefrockMoney Concepts Advisory Service otherWoodbury Financial Services, Inc. otherOtherJan 30, 2012Feb 1, 2012
Christopher John ConeOsaic Wealth, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 30, 2012Feb 29, 2012
Todd Wynn DekellisEdward Jones national BDWoodbury Financial Services, Inc. otherOtherJan 26, 2012Feb 6, 2012
Ann Marie Dupree HindleySecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 24, 2012May 3, 2012 (100 d)
David Wayne DeuelEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 20, 2012Jan 13, 2012
Brent Lee DeuelEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 20, 2012Jan 13, 2012
Tiffany Frances KingEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 17, 2012Jan 18, 2012
Tony Peter KrvaricCommonwealth Financial Network national BDWoodbury Financial Services, Inc. otherOtherJan 13, 2012Jan 13, 2012
Howard Alan SchachterStratos Wealth Partners, Ltd otherWoodbury Financial Services, Inc. otherOtherDec 31, 2011May 5, 2016 (1587 d)
Edward Anthony KozakPrincipal Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 21, 2011Dec 19, 2011
Bradley Jerome HickmanAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 20, 2011Jan 22, 2014 (764 d)
Robert Kook MeintsEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 19, 2011May 24, 2012 (157 d)
Charles W ChaEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 15, 2011Dec 13, 2011
Dale Richard AustinEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 8, 2011Jan 12, 2012 (35 d)
Kimberly Diane Tucker-KnottsLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherDec 7, 2011Dec 8, 2011
Mark Joseph LynnEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 6, 2011Nov 29, 2011
Brent Colin PeroutkaWells Fargo Advisors wirehouseWoodbury Financial Services, Inc. otherOtherDec 6, 2011Jan 28, 2014 (784 d)
Jodee Felice DeutschAmeritas Advisory Services otherWoodbury Financial Services, Inc. otherOtherNov 25, 2011Jan 22, 2014 (789 d)
Bruce E HooverMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 23, 2011Nov 14, 2011
Phillip John JohnsonVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 23, 2011Nov 21, 2011
Todd Alan JohnsonVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 22, 2011Nov 21, 2011
Daniel John DetermanSignator Investors, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 11, 2011Nov 7, 2011
Simon M LiegelSignator Investors, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 11, 2011Nov 7, 2011
Ernest Adolf StibaAcademy Capital Management otherWoodbury Financial Services, Inc. otherOtherNov 4, 2011May 26, 2006
Anthony MillerSagepoint Financial, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 2, 2011Jan 22, 2014 (812 d)
Tucker Tsuyoshi TorigoeSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 7, 2011Sep 30, 2011
Carol Louise SlaterEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherOct 7, 2011Aug 6, 2012 (304 d)
Avasarala Venkat RaoSignator Investors, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 4, 2011Oct 24, 2011
Patrick Joseph CloutierOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherSep 19, 2011Dec 10, 2015 (1543 d)
Kimberly Kay DaleCetera Advisors LLC otherWoodbury Financial Services, Inc. otherOtherSep 16, 2011Oct 15, 2012 (395 d)
Eric J GaisfordMorgan Stanley wirehouseWoodbury Financial Services, Inc. otherOtherSep 7, 2011Oct 11, 2011 (34 d)
Robert Joseph MaccioliSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherAug 31, 2011Sep 2, 2011
Nathan Norris FarnellEdward Jones national BDWoodbury Financial Services, Inc. otherOtherAug 17, 2011Aug 15, 2011
Mark A HadleyNorthwestern Mutual Investment Services,LLC otherWoodbury Financial Services, Inc. otherOtherAug 16, 2011Aug 15, 2011
David John SoperTransamerica Financial Advisors, LLC otherWoodbury Financial Services, Inc. otherOtherAug 9, 2011Aug 1, 2011
David Jason SmithWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherJul 20, 2011May 21, 2013 (671 d)
Robert E NorthSii Investments, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 15, 2011Jul 18, 2011
Mark Andrew MarrazzoWorld Equity Group, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 12, 2011Mar 24, 2015 (1351 d)
Michael Albert VerhalenGeneos Wealth Management, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 5, 2011Aug 31, 2011 (57 d)
Amy Louise JonesEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJun 22, 2011Jun 23, 2011
David Allen MooreEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJun 17, 2011Jun 20, 2011
William Thomas LockwoodNew England Securities Corporation otherWoodbury Financial Services, Inc. otherOtherJun 6, 2011May 31, 2011
Gregory GavranPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 2, 2011Jun 3, 2011
John BrackerNew England Securities Corporation otherWoodbury Financial Services, Inc. otherOtherMay 13, 2011Apr 19, 2011
Matthew Albert DigiacomoEdward Jones national BDWoodbury Financial Services, Inc. otherOtherMay 10, 2011May 6, 2011
Rick J WertheimInvest Financial Corporation otherWoodbury Financial Services, Inc. otherOtherMay 9, 2011May 19, 2011
Michael Joseph HallSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 11, 2011Apr 14, 2011
Chikako KashinoEsi Financial Advisors otherWoodbury Financial Services, Inc. otherOtherMar 2, 2011Feb 25, 2011
Christopher Chea StewartEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherMar 2, 2011Mar 2, 2011
Grant Stephen FrederickFisher Investments otherWoodbury Financial Services, Inc. otherOtherFeb 22, 2011Jul 27, 2011 (155 d)
Sean Kristin MccabeCommonwealth Financial Network national BDWoodbury Financial Services, Inc. otherOtherFeb 16, 2011Feb 22, 2011
Daron Edward McmillanQa3 Financial LLC unclassifiedWoodbury Financial Services, Inc. otherOtherFeb 11, 2011Feb 17, 2011
Matthew Belden BeckMorgan Stanley wirehouseWoodbury Financial Services, Inc. otherOtherFeb 10, 2011Jan 31, 2011
Clayton James WinklerEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 25, 2011Jan 20, 2011
Michael Von DrasekWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherJan 25, 2011Apr 14, 2011 (79 d)
Craig M WiklundEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 21, 2011Jan 19, 2011
David Andrew BondEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 21, 2011Jan 19, 2011
Paul Carl BilitzEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 20, 2011Jan 18, 2011
Martha Nelson RobinsonEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 13, 2011Mar 7, 2011 (53 d)
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1,149 moves match.