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
Allan Magnaye AlcaydeU.S. Bancorp Investments, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 2, 2009Jul 2, 2009
Gregory Allen NaylorAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherJul 1, 2009Jan 23, 2014 (1667 d)
Todd ChildersValmark Advisers, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 1, 2009Jul 1, 2009
Matthew Roy StahlAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherJul 1, 2009Jan 23, 2014 (1667 d)
Joe P. MooreEsi Financial Advisors otherWoodbury Financial Services, Inc. otherOtherJun 22, 2009Jul 1, 2009
Marvin Henry DennardMorrow Wealth Management Inc unclassifiedWoodbury Financial Services, Inc. otherOtherJun 15, 2009Dec 10, 2009 (178 d)
Matthew Ellis MartingInvest Financial Corporation otherWoodbury Financial Services, Inc. otherOtherJun 9, 2009Jun 6, 2011 (727 d)
Brad Richard MetzEdward Jones national BDWoodbury Financial Services, Inc. otherOtherJun 3, 2009Jun 1, 2009
Chana Kay BeeneNew England Securities Corporation otherWoodbury Financial Services, Inc. otherOtherMay 26, 2009May 29, 2009
Anita Jaswantlal PatelCetera Advisor Networks LLC otherWoodbury Financial Services, Inc. otherOtherMay 22, 2009May 26, 2009
Charles Bernard PoindexterValic Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 15, 2009May 6, 2009
Tamara Donel Perrin-PreusWamu Investments, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherMay 11, 2009Apr 28, 2009
Kristen Dawn MassieLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherMay 11, 2009Apr 10, 2013 (1430 d)
Jeffrey Lloyd KraftEdward Jones national BDWoodbury Financial Services, Inc. otherOtherMay 4, 2009May 15, 2009
Travis Allen BartschAmerican General Financial Advisors, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherMay 2, 2009Apr 5, 2012 (1069 d)
Phillip Todd CartwrightMorgan Stanley & Co. LLC unclassifiedWoodbury Financial Services, Inc. otherOtherApr 27, 2009Apr 24, 2009
David Alan LeniusPackerland Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 17, 2009Apr 16, 2009
Steven Leroy JuddInvest Financial Corporation otherWoodbury Financial Services, Inc. otherOtherApr 2, 2009Dec 23, 2009 (265 d)
Evan Finnell ColeFinancial West Group otherWoodbury Financial Services, Inc. otherOtherMar 23, 2009Mar 24, 2009
Thomas Edward FowlerTransamerica Financial Advisors, LLC otherWoodbury Financial Services, Inc. otherOtherMar 18, 2009Mar 13, 2009
Thomas Andrew BryantMorgan Stanley & Co. LLC unclassifiedWoodbury Financial Services, Inc. otherOtherMar 16, 2009Mar 13, 2009
Christopher Lee OswaltRaymond James & Associates, Inc. national BDWoodbury Financial Services, Inc. otherOtherMar 5, 2009Sep 11, 2013 (1651 d)
Michael David TuazonMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherMar 4, 2009Apr 30, 2009 (57 d)
Thomas Edward TiltonJanney Montgomery Scott LLC otherWoodbury Financial Services, Inc. otherOtherMar 2, 2009Feb 10, 2009
Jeffrey D CasalePutnam Investment Management, LLC otherWoodbury Financial Services, Inc. otherOtherFeb 18, 2009Mar 29, 2017 (2961 d)
Bryan Jay HendersonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherFeb 17, 2009Oct 1, 2009 (226 d)
Michael Martin BuschJanney Montgomery Scott LLC otherWoodbury Financial Services, Inc. BD affiliatedOtherFeb 5, 2009Apr 22, 2021 (4459 d)
James Edward SmithFsc Securities Corporation otherWoodbury Financial Services, Inc. otherOtherFeb 3, 2009Feb 3, 2009
Nick ElovitzU.S. Bancorp Advisors, LLC otherWoodbury Financial Services, Inc. otherOtherJan 15, 2009Apr 20, 2009 (95 d)
Kevin James LeblancSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 5, 2009Jan 7, 2009
Russell Scott HaleSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 5, 2009Jan 5, 2009
Lisa Ann BellamySecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 5, 2009Jan 30, 2009
Charles Edward EarleSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 5, 2009Jan 30, 2009
Scott Eric BeatySecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 5, 2009Feb 4, 2009
Charles David RobertsTca Financial Group, LLC unclassifiedWoodbury Financial Services, Inc. otherOtherJan 2, 2009Jan 14, 2009
Anne Maleva ChamberlainNatcity Investments, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherJan 2, 2009Jan 5, 2009
Cathy Irene Jackson-GentCetera Advisor Networks LLC otherWoodbury Financial Services, Inc. otherOtherDec 31, 2008Jan 8, 2009
James Paul BallNational Planning Corporation ("Npc Of America" In Fl & Ny) otherWoodbury Financial Services, Inc. otherOtherDec 31, 2008Feb 13, 2009 (44 d)
Brent Gaylon BurrAvantax Advisory Services otherWoodbury Financial Services, Inc. otherOtherDec 23, 2008Dec 23, 2008
Jayson Hans JayCitigroup Global Markets Inc. otherWoodbury Financial Services, Inc. otherOtherDec 22, 2008Dec 17, 2008
Kurt Alan StrullmyerPrincipal Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 19, 2008Dec 16, 2008
John R HackNationwide Securities, LLC no RAUMWoodbury Financial Services, Inc. otherOtherDec 19, 2008Dec 18, 2008
Michael Patrick KilleenFsc Securities Corporation otherWoodbury Financial Services, Inc. otherOtherDec 17, 2008Dec 15, 2008
Michael William OlffFsc Securities Corporation otherWoodbury Financial Services, Inc. otherOtherDec 17, 2008Dec 15, 2008
Vincent Brent DavisSsn Advisory, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 16, 2008Jan 20, 2009 (35 d)
Darien Sherman LewieMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherDec 16, 2008Dec 12, 2008
Joseph Mario GavazzaFsc Securities Corporation otherWoodbury Financial Services, Inc. otherOtherDec 16, 2008Dec 15, 2008
Scott Alan RyanUBS Financial Services Inc. wirehouseWoodbury Financial Services, Inc. otherOtherDec 8, 2008Dec 10, 2008
David Harlan MitchlerThrivent Investment Management Inc. otherWoodbury Financial Services, Inc. otherOtherDec 3, 2008Dec 5, 2008
Lauchlin Vernon HinesCuna Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 4, 2008Nov 6, 2008
Jonathan A StoftAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherNov 4, 2008Jun 1, 2009 (209 d)
Francois Sam MarcusWamu Investments, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherOct 16, 2008Nov 17, 2008 (32 d)
Judith Lohr MohrEsi Financial Advisors otherWoodbury Financial Services, Inc. otherOtherOct 15, 2008Oct 10, 2008
Vivian Yu Rong ChuNew England Securities Corporation otherWoodbury Financial Services, Inc. otherOtherSep 30, 2008Oct 3, 2008
Thomas Angelo MannoMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. BD affiliatedOtherSep 29, 2008Apr 1, 2019 (3836 d)
David Jay VogelRaymond James Financial Services, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherSep 23, 2008Sep 30, 2008
Scott Richard WerdebaughMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherSep 12, 2008Sep 17, 2008
James Rey BelyeuAmerican General Securities Incorporated unclassifiedWoodbury Financial Services, Inc. otherOtherSep 9, 2008Sep 25, 2008
James Jay MoorelandMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherSep 8, 2008Sep 2, 2008
Victor Andrew SebastianAmerican General Securities Incorporated unclassifiedWoodbury Financial Services, Inc. otherOtherAug 28, 2008Sep 4, 2008
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1,149 moves match.