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
Charles Richard CookeNational Planning Corporation ("Npc Of America" In Fl & Ny) otherWoodbury Financial Services, Inc. otherOtherMay 4, 2010Apr 30, 2010
James Robert Vande LogtNorthwestern Mutual Investment Services,LLC otherWoodbury Financial Services, Inc. otherOtherMay 3, 2010May 4, 2010
Mark McdonoughChase Investment Services Corp. otherWoodbury Financial Services, Inc. otherOtherApr 30, 2010May 6, 2010
Polly M WatsonLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherApr 16, 2010Apr 21, 2010
Anthony Rainer JonesJohn Hancock Investment Management LLC otherWoodbury Financial Services, Inc. otherOtherApr 9, 2010May 3, 2010
Sam Charles WilkersonSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 7, 2010Apr 28, 2010
Karin De Maria AlvaradoEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherApr 5, 2010Apr 6, 2010
Christopher PokrzywinskiWells Fargo Investments, LLC unclassifiedWoodbury Financial Services, Inc. otherOtherMar 29, 2010Mar 22, 2010
John Allen SeamanCetera Investment Services LLC otherWoodbury Financial Services, Inc. otherOtherMar 10, 2010May 26, 2010 (77 d)
Todd Paul ReddFirst Tennessee Advisory Services, Inc. otherWoodbury Financial Services, Inc. otherOtherFeb 25, 2010Sep 2, 2010 (189 d)
James Peter ShannonCredit Suisse Securities (USA) LLC otherWoodbury Financial Services, Inc. otherOtherFeb 25, 2010May 27, 2010 (91 d)
Steven Joseph WilhusenChase Investment Services Corp. otherWoodbury Financial Services, Inc. otherOtherFeb 22, 2010Feb 22, 2010
Delta Francine Jones-WalkerEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherFeb 18, 2010May 27, 2010 (98 d)
Marian F GeoheganPrivate Client Services, LLC otherWoodbury Financial Services, Inc. otherOtherFeb 12, 2010Jun 29, 2004
Andrea Joellen ArgueMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 29, 2010Jan 25, 2010
Eric James Robert NelsonMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 21, 2010Dec 14, 2010 (327 d)
Brent Curtis BowmanValic Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 13, 2010Jan 5, 2010
William Ray StagnerOn Investment Management Co otherWoodbury Financial Services, Inc. otherOtherJan 5, 2010Jan 8, 2010
Ken Seiryu SakamotoChase Investment Services Corp. otherWoodbury Financial Services, Inc. otherOtherJan 4, 2010Dec 23, 2009
Anne Elizabeth LaneLane&Associates Financial Services, Inc unclassifiedWoodbury Financial Services, Inc. otherOtherDec 31, 2009Dec 13, 2007
Daniel Allan FleesCapital Financial Services, Inc. otherWoodbury Financial Services, Inc. BD affiliatedOtherDec 31, 2009May 17, 2019 (3424 d)
Mark Steven SmedIsc Financial Advisors unclassifiedWoodbury Financial Services, Inc. otherOtherDec 31, 2009Jan 28, 2014 (1489 d)
Juelmarie Trueworthy MorganCitigroup Global Markets Inc. otherWoodbury Financial Services, Inc. otherOtherDec 17, 2009Dec 3, 2009
Julian Adam MarturanoEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 14, 2009Dec 9, 2009
David T. SkellyHornor, Townsend & Kent, LLC otherWoodbury Financial Services, Inc. otherOtherDec 3, 2009Nov 20, 2009
Pei-Jye WangUSA Wealth Management LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherDec 1, 2009Apr 22, 2021 (4160 d)
Annette Patricia ShanksPark Avenue Securities LLC otherWoodbury Financial Services, Inc. otherOtherNov 19, 2009Nov 18, 2009
David Robert KennonEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherNov 18, 2009Nov 17, 2009
Nicholas James RussellAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherNov 17, 2009Nov 24, 2009
Quinn Daniel CampbellSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 16, 2009Nov 9, 2009
David Isaiah StruncAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherNov 11, 2009Dec 2, 2009
Louis David EspositoHsbc Securities (USA) Inc. otherWoodbury Financial Services, Inc. otherOtherNov 11, 2009Apr 8, 2010 (148 d)
Samuel Hurst Hoppe1st Global Advisors Inc otherWoodbury Financial Services, Inc. otherOtherNov 5, 2009Oct 27, 2009
Mark Alan WeberLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherNov 2, 2009Jan 15, 2016 (2265 d)
Todd Michael BolenLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherNov 2, 2009Jun 2, 2016 (2404 d)
Kerry Jean Kimmel-GeigerColonial Asset Management Inc unclassifiedWoodbury Financial Services, Inc. otherOtherOct 30, 2009Nov 12, 2009
Ronald Scott GoldbergColonial Asset Management Inc unclassifiedWoodbury Financial Services, Inc. otherOtherOct 29, 2009Nov 9, 2009
Michael Paul BennittArvest Wealth Management otherWoodbury Financial Services, Inc. otherOtherOct 21, 2009Oct 19, 2009
Margaret Mary ReidEsi Financial Advisors otherWoodbury Financial Services, Inc. otherOtherOct 15, 2009Oct 19, 2009
Christina Hancock InmonLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherOct 15, 2009Jun 15, 2017 (2800 d)
Jason Lee KleemeierCetera Advisor Networks LLC otherWoodbury Financial Services, Inc. otherOtherOct 14, 2009Oct 1, 2009
Andrew Charles PeshaWells Fargo Advisors wirehouseWoodbury Financial Services, Inc. otherOtherOct 13, 2009Jul 19, 2011 (644 d)
Jack Jui-Lin ChangMML Investors Services, LLC otherWoodbury Financial Services, Inc. otherOtherOct 2, 2009Oct 1, 2009
Stephen A. ShepherdOppenheimer & Co. Inc. otherWoodbury Financial Services, Inc. otherOtherSep 30, 2009Sep 24, 2009
Patrick Andrew VanceEdward Jones national BDWoodbury Financial Services, Inc. otherOtherSep 29, 2009Sep 25, 2009
Geoffrey Taylor KoeppAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherSep 21, 2009Sep 17, 2009
Jane E KwounPruco Securities, LLC otherWoodbury Financial Services, Inc. otherOtherSep 14, 2009Sep 15, 2009
Joseph Adam UhrigCetera Advisors LLC otherWoodbury Financial Services, Inc. otherOtherSep 14, 2009Sep 14, 2009
David Robert MccainCommonwealth Financial Network national BDWoodbury Financial Services, Inc. otherOtherSep 4, 2009Sep 4, 2009
Ronald Jay NaegleCommonwealth Financial Network national BDWoodbury Financial Services, Inc. otherOtherSep 4, 2009Sep 9, 2009
Neelam Ramchand Krishnaney-DavisonPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherSep 2, 2009Sep 1, 2009
Sharon GreenAnnex Wealth Management, LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherAug 31, 2009Jan 12, 2018 (3056 d)
Douglas Adrian EmeryOn Investment Management Co otherWoodbury Financial Services, Inc. otherOtherAug 20, 2009Aug 26, 2009
Eric A MichalskiTd Ameritrade, Inc. no RAUMWoodbury Financial Services, Inc. otherOtherAug 14, 2009Mar 29, 2011 (592 d)
Sean Robert DignanNewport Coast Asset Management otherWoodbury Financial Services, Inc. otherOtherAug 4, 2009Sep 11, 2009 (38 d)
Jeffrey Lee JustPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherAug 3, 2009Aug 3, 2009
Mark Angelo AlemanUBS Financial Services Inc. wirehouseWoodbury Financial Services, Inc. otherOtherJul 21, 2009Jun 29, 2009
John M SchorseSii Investments, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 9, 2009Jul 7, 2009
Anil GulatiEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJul 8, 2009Oct 27, 2009 (111 d)
Timothy Joseph ChasePackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 6, 2009Jul 2, 2009
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1,149 moves match.