DFX Intelligence

RIA Intelligence

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
Charlotte E StellwagenHornor, Townsend & Kent, LLC otherWoodbury Financial Services, Inc. otherOtherJan 11, 2011Dec 23, 2010
Matthew David WaloPruco Securities, LLC otherWoodbury Financial Services, Inc. otherOtherJan 4, 2011Jan 3, 2011
Christopher Andrew CahoonPruco Securities, LLC otherWoodbury Financial Services, Inc. otherOtherJan 4, 2011Jan 3, 2011
Brian S StaplesStaples Financial Management, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherDec 31, 2010Oct 25, 2013 (1029 d)
Jonathan Earl KennedyPrincipal Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 10, 2010Dec 9, 2010
Bruce Robert GeigerThrivent Investment Management Inc. otherWoodbury Financial Services, Inc. otherOtherDec 9, 2010Dec 2, 2010
Paul Joseph PiscitelliAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 6, 2010Dec 13, 2010
Michael Alan CritchfieldEdward Jones national BDWoodbury Financial Services, Inc. otherOtherNov 26, 2010Nov 23, 2010
Frederick Arvey SavelU.S. Bancorp Investments, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 19, 2010Nov 16, 2010
Jason Lee LaylandMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherNov 17, 2010Nov 16, 2010
Jeffrey Stephan ScheitheBrewer Investment Advisors LLC unclassifiedWoodbury Financial Services, Inc. otherOtherNov 5, 2010Nov 11, 2010
Dino Anthony MarnellBrewer Investment Advisors LLC unclassifiedWoodbury Financial Services, Inc. otherOtherNov 5, 2010Feb 14, 2011 (101 d)
Menachem Nahum DanielsKbl Wealth Advisors, LLC unclassifiedWoodbury Financial Services, Inc. otherOtherNov 2, 2010Feb 17, 2011 (107 d)
David L ClosePnc Wealth Management otherWoodbury Financial Services, Inc. otherOtherOct 29, 2010Oct 29, 2010
Terrence Lee PorroValic Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 25, 2010Oct 25, 2010
Joseph Welch SeegersEdward Jones national BDWoodbury Financial Services, Inc. otherOtherOct 15, 2010May 4, 2011 (201 d)
Gilbert Ray ZepedaWfg Advisors, LP otherWoodbury Financial Services, Inc. otherOtherOct 1, 2010Oct 8, 2010
Jo Laurie SchmeltzerCuso Financial Services, L.P. otherWoodbury Financial Services, Inc. otherOtherSep 24, 2010Oct 20, 2010
Doralee Grace MeyerMML Investors Services, LLC otherWoodbury Financial Services, Inc. otherOtherSep 16, 2010Jun 25, 2012 (648 d)
David Rocco L'ErarioStifel, Nicolaus & Company, Incorporated national BDWoodbury Financial Services, Inc. otherOtherSep 16, 2010Oct 8, 2010
Damon Andrew PiersonLevel Four Advisory Services otherWoodbury Financial Services, Inc. otherOtherSep 15, 2010Aug 17, 2010
Randal John GrossMML Investors Services, LLC otherWoodbury Financial Services, Inc. otherOtherSep 10, 2010Sep 3, 2010
David BarolLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherAug 31, 2010Aug 24, 2010
Edwin MartinezChase Investment Services Corp. otherWoodbury Financial Services, Inc. otherOtherAug 31, 2010Dec 1, 2010 (92 d)
Brian Cohen GreenbergHornor, Townsend & Kent, LLC otherWoodbury Financial Services, Inc. otherOtherAug 20, 2010Aug 11, 2010
Samuel Phillip BelsitoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherAug 19, 2010Sep 15, 2010
Laddi Singh JhutyMML Investors Services, LLC otherWoodbury Financial Services, Inc. otherOtherAug 16, 2010Aug 2, 2010
Ryan Matthew HuberUvest Financial Services Group, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherAug 13, 2010Aug 16, 2010
Jerome Barber MooreAmerican Century Advisory Services, Inc. no RAUMWoodbury Financial Services, Inc. otherOtherAug 11, 2010Sep 14, 2010 (34 d)
Clarence Jerome SennFirst Citizens Asset Management, Inc otherWoodbury Financial Services, Inc. otherOtherAug 10, 2010Oct 5, 2010 (56 d)
Renee Grace FaisonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherAug 10, 2010Aug 6, 2010
Steven Lynn OnealComerica Securities otherWoodbury Financial Services, Inc. otherOtherAug 4, 2010Aug 2, 2010
Garrick David GookinEdward Jones national BDWoodbury Financial Services, Inc. otherOtherJul 30, 2010Jul 28, 2010
Brent Christopher McdonaldOmnistar Financial Group, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 27, 2010Jun 25, 2010
Rena Z LiThrivent Investment Management Inc. otherWoodbury Financial Services, Inc. otherOtherJul 26, 2010Jan 24, 2011 (182 d)
Allen Shayne DotyEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJul 26, 2010Jul 23, 2010
Aaron Michael CooperbandEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJul 22, 2010Jul 23, 2010
Isaac Louis SamsaSignator Investors, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 20, 2010Jul 19, 2010
Tracey Anne MartinChase Investment Services Corp. otherWoodbury Financial Services, Inc. otherOtherJul 14, 2010Oct 13, 2010 (91 d)
Jesse Nmn Lunin-PackKelleher Financial Advisors, LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherJul 14, 2010Sep 15, 2021 (4081 d)
Lawrence Earl SpringerMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 8, 2010Jun 23, 2010
Jacqueline White RupertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherJul 6, 2010May 29, 2012 (693 d)
Adam Nicholas ToddMadison Avenue Securities, LLC otherWoodbury Financial Services, Inc. otherOtherJul 1, 2010Jan 18, 2012 (566 d)
Brenda Lynn RolliKoch Richard A & Co Inc unclassifiedWoodbury Financial Services, Inc. otherOtherJun 30, 2010Apr 27, 2010
Marshall Deon MennengaAvantax Advisory Services otherWoodbury Financial Services, Inc. otherOtherJun 21, 2010Jun 21, 2010
Lloyd Wendell MennengaAvantax Advisory Services otherWoodbury Financial Services, Inc. otherOtherJun 21, 2010Jun 21, 2010
Tony Scott MennengaAvantax Advisory Services otherWoodbury Financial Services, Inc. otherOtherJun 21, 2010Jun 21, 2010
Jeffrey EarleyThrivent Investment Management Inc. otherWoodbury Financial Services, Inc. otherOtherJun 16, 2010Jan 19, 2011 (217 d)
Paul Stanley MeyersLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherJun 15, 2010Jun 21, 2010
Thomas John HaroldFirst Allied Advisory Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 15, 2010Jun 4, 2010
Timothy John VorelThrivent Investment Management Inc. otherWoodbury Financial Services, Inc. otherOtherJun 10, 2010Jun 4, 2010
Brian Scott GrafCetera Advisor Networks LLC otherWoodbury Financial Services, Inc. otherOtherJun 3, 2010Jun 1, 2010
Matthew J. BakerNext Financial Group, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 1, 2010May 28, 2010
Ronald Ray HodgeLegend Advisory, LLC otherWoodbury Financial Services, Inc. otherOtherJun 1, 2010Jun 2, 2010
Michael Lee KutzNorthwestern Mutual Investment Services,LLC otherWoodbury Financial Services, Inc. otherOtherMay 26, 2010May 28, 2010
Gary Kaspar MalkasianIndependent Financial Group, LLC otherWoodbury Financial Services, Inc. otherOtherMay 25, 2010Jun 8, 2010
John Albert WilkePackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 24, 2010May 27, 2010
Matthew Allen TrypucPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 24, 2010May 27, 2010
Julie C ShickelHornor, Townsend & Kent, LLC otherWoodbury Financial Services, Inc. otherOtherMay 13, 2010May 4, 2010
Jock Mckaig CameronValic Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 11, 2010May 3, 2010
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1,149 moves match.