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
Thomas Hugh CurryEsi Financial Advisors otherWoodbury Financial Services, Inc. otherOtherJun 14, 2006Jul 3, 2006
Mark Stephen SullivanCetera Investment Services LLC otherWoodbury Financial Services, Inc. otherOtherJun 8, 2006Jul 17, 2006 (39 d)
Cortney HeykoopChevy Chase Financial Services unclassifiedWoodbury Financial Services, Inc. BD affiliatedOtherJun 6, 2006Nov 20, 2019 (4915 d)
Cory M GreshamWells Fargo Investments, LLC unclassifiedWoodbury Financial Services, Inc. BD affiliatedOtherMay 22, 2006Nov 17, 2021 (5658 d)
Thomas Ray BatesEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherMay 18, 2006May 16, 2006
Steven Thomas BealsTransamerica Financial Advisors, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherMay 8, 2006May 18, 2006
Harris Scott GreenEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherMay 5, 2006Jun 17, 2009 (1139 d)
Larry Dean QueenEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherMay 5, 2006Oct 2, 2008 (881 d)
Lawrence Earle EmmonsEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherMay 3, 2006May 1, 2006
William Clinton NaramoreBanc Of America Investment Services, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherMay 3, 2006May 9, 2006
Audrey Ivy PiersonMorgan Stanley Dw Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherMay 2, 2006Apr 28, 2006
Richard Joseph RobinsonEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherApr 7, 2006Jan 24, 2007 (292 d)
Jocelyn Whittington HolzwarthIndependent Planning Associates, LLC unclassifiedWoodbury Financial Services, Inc. otherOtherMar 31, 2006Feb 1, 2006
Robert KellerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherMar 30, 2006Feb 13, 2008 (685 d)
Susan Lorraine TateTower Square Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherMar 8, 2006May 4, 2006 (57 d)
Michael Scott NealRaymond James Financial Services, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherMar 8, 2006Mar 3, 2006
Windall LancasterEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherMar 6, 2006Mar 3, 2006
Karen M FlemingEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherFeb 7, 2006Apr 18, 2006 (70 d)
Michael Gary ConawayLegg Mason Wood Walker, Incorporated unclassifiedWoodbury Financial Services, Inc. otherOtherFeb 3, 2006Apr 16, 2009 (1168 d)
Ronald Frederick TroyanTroyan & Associates, Inc unclassifiedWoodbury Financial Services, Inc. otherOtherFeb 3, 2006Feb 3, 2006
Richard Deane AbbePruco Securities, LLC otherWoodbury Financial Services, Inc. otherOtherJan 10, 2006Mar 10, 2006 (59 d)
Thomas Patrick FlanaganChase Investment Services Corp. otherWoodbury Financial Services, Inc. BD affiliatedOtherJan 10, 2006Jun 21, 2019 (4910 d)
Elizabeth Saldana FestejoSagepoint Financial, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 9, 2006Dec 21, 2005
Hayden Ivan LippWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherDec 31, 2005Jan 11, 2006
Norma Alice Romero-MitchellBenefits Plus Advisory Services, LLC unclassifiedWoodbury Financial Services, Inc. otherOtherDec 31, 2005Dec 21, 2005
Joel Blanco GilhangTower Square Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 31, 2005Jan 3, 2006
Marshall Tyler OzanneProbity Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 31, 2005Jan 3, 2006
Candace CunibertiTower Square Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 31, 2005Jan 3, 2006
Wesley Nathan PricePrivate Client Services, LLC otherWoodbury Financial Services, Inc. otherOtherDec 14, 2005Jun 9, 2004
Alfredo Miguel MesaPrivate Client Services, LLC otherWoodbury Financial Services, Inc. otherOtherDec 14, 2005Jul 23, 2003
Peter George StewartEdward Jones national BDWoodbury Financial Services, Inc. otherOtherDec 7, 2005Jan 6, 2006
William Bradley MontgomeryOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 23, 2005Nov 22, 2005
Thomas Lorenzo CostantielloOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 23, 2005Nov 22, 2005
Andrew Michael PanyikOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 23, 2005Nov 22, 2005
Angela Marie BerryOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 23, 2005Nov 22, 2005
Richard Franklyn DetillioOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 23, 2005Nov 22, 2005
Joseph Vincent MurrayCetera Advisors LLC otherWoodbury Financial Services, Inc. otherOtherNov 18, 2005Jun 29, 2006 (223 d)
Karen Rachelle HansenEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherNov 18, 2005Nov 10, 2005
Jack Lamar HullEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherNov 18, 2005Feb 8, 2006 (82 d)
Steven Ray FleckEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherNov 18, 2005Jan 10, 2006 (53 d)
Nabil Walid MuftiEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherNov 14, 2005Nov 15, 2005
Albert Van ClineSagepoint Financial, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 14, 2005May 30, 2006 (197 d)
David Laurence FieldsChase Investment Services Corp. otherWoodbury Financial Services, Inc. otherOtherNov 3, 2005Aug 21, 2006 (291 d)
Stephen Ray FosterPruco Securities, LLC otherWoodbury Financial Services, Inc. otherOtherOct 25, 2005Mar 20, 2007 (511 d)
Michael Bruce BagleyMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 14, 2005Apr 5, 2010 (1634 d)
Thomas M Henry1st Global Advisors Inc otherWoodbury Financial Services, Inc. otherOtherOct 14, 2005Oct 14, 2005
Timothy Wayne MurphreyEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherOct 12, 2005Oct 24, 2005
David Charles HamanEagle Strategies LLC otherWoodbury Financial Services, Inc. otherOtherOct 11, 2005Oct 24, 2005
Steven Joseph GessnerEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherSep 30, 2005Jun 30, 2006 (273 d)
Joseph S PaganoEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherSep 26, 2005Sep 6, 2005
Jared Andrew FlanaganMML Investors Services, LLC otherWoodbury Financial Services, Inc. otherOtherSep 8, 2005Sep 2, 2005
Bruce William StroupInvest Financial Corporation otherWoodbury Financial Services, Inc. otherOtherSep 7, 2005Oct 16, 2006 (404 d)
Michael Glenn GriffinInvest Financial Corporation otherWoodbury Financial Services, Inc. otherOtherSep 7, 2005Aug 23, 2005
Brett Andrew BauchPark Avenue Securities LLC otherWoodbury Financial Services, Inc. otherOtherSep 6, 2005Sep 21, 2005
Sean Christopher JohnstonTransamerica Financial Advisors, LLC otherWoodbury Financial Services, Inc. otherOtherSep 1, 2005Aug 24, 2005
John Douglas RoszellMorgan Stanley Dw Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherAug 29, 2005Aug 18, 2005
Laurel Michelle PackhamTower Square Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherAug 11, 2005Dec 12, 2006 (488 d)
Timothy Allen WissingCambridge Investment Research Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherAug 8, 2005Aug 15, 2005
William Todd DoranChase Investment Services Corp. otherWoodbury Financial Services, Inc. otherOtherJul 28, 2005May 1, 2013 (2834 d)
Raymond Paul ScannellEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJul 14, 2005Jul 13, 2005
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1,149 moves match.