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.

1,149 moves
AdvisorFromToTypeLeftRegistered
Donald Raymond BourgeoisPark Avenue Securities LLC otherWoodbury Financial Services, Inc. otherOtherJul 7, 2005Apr 28, 2008 (1026 d)
Damon Andrew PiersonValic Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 8, 2005Jun 21, 2005
Edward Marvin WatkinsSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherMay 26, 2005Jun 3, 2005
Roy Neal1717 Capital Management Company unclassifiedWoodbury Financial Services, Inc. otherOtherMay 11, 2005May 3, 2005
William John FriessMony Securities Corporation unclassifiedWoodbury Financial Services, Inc. otherOtherMay 10, 2005Jul 25, 2005 (76 d)
Todd Foster ParadiseMony Securities Corporation unclassifiedWoodbury Financial Services, Inc. otherOtherApr 28, 2005May 5, 2005
Matthew Kelly LoganA. G. Edwards & Sons, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherApr 13, 2005May 5, 2005
Robert Phillip WolfEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherApr 7, 2005Apr 15, 2005
John Anthony LankfordA. G. Edwards & Sons, Inc. unclassifiedWoodbury Financial Services, Inc. BD affiliatedOtherApr 6, 2005Sep 1, 2021 (5992 d)
Brian Ernest ChapmanMony Securities Corporation unclassifiedWoodbury Financial Services, Inc. otherOtherMar 3, 2005Apr 1, 2005
Charles Frederick NealUBS Financial Services Inc. wirehouseWoodbury Financial Services, Inc. otherOtherFeb 8, 2005Jan 14, 2005
Jason Garrick LangleyUBS Financial Services Inc. wirehouseWoodbury Financial Services, Inc. otherOtherFeb 8, 2005Jan 14, 2005
Paul Raymond BurnsOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherFeb 1, 2005Sep 24, 2014 (3522 d)
Terrence Lee MooreMony Securities Corporation unclassifiedWoodbury Financial Services, Inc. otherOtherJan 20, 2005Jan 28, 2014 (3295 d)
Charles Daniel CurtisWapg, LLC state registeredWoodbury Financial Services, Inc. otherOtherJan 13, 2005Jun 8, 2005 (146 d)
Bradley James EricksonCetera Investment Services LLC otherWoodbury Financial Services, Inc. otherOtherJan 11, 2005Jan 24, 2005
Craig Michael ConnollyCambridge Investment Research, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherDec 15, 2004Nov 23, 2004
Diane WillisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherNov 16, 2004Nov 24, 2004
Daniel Lee ShuckPrivate Client Services, LLC otherWoodbury Financial Services, Inc. otherOtherOct 20, 2004Jan 13, 2004
Edward Albert AikenSecurian Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 4, 2004Apr 18, 2005 (196 d)
Kurt Lee NeilanLPL Financial LLC otherWoodbury Financial Services, Inc. otherOtherAug 11, 2004Sep 13, 2004 (33 d)
Roberto Alexandro BlancoEagle Strategies LLC otherWoodbury Financial Services, Inc. otherOtherJul 27, 2004Aug 23, 2004
Todd Thomas Rechenbach1717 Capital Management Company unclassifiedWoodbury Financial Services, Inc. otherOtherJul 19, 2004Jul 15, 2004
David Gwin Brooke1717 Capital Management Company unclassifiedWoodbury Financial Services, Inc. otherOtherJul 19, 2004Jul 16, 2004
Michael A PiccioneInvest Financial Corporation otherWoodbury Financial Services, Inc. otherOtherJul 7, 2004Feb 10, 2006 (583 d)
James Oakley MoffVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 2, 2004Jun 10, 2008 (1439 d)
Virginia Dell WrightVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 22, 2004Nov 10, 2004 (141 d)
Bradley Todd WaznikRBC Capital Markets, LLC national BDWoodbury Financial Services, Inc. otherOtherJun 17, 2004Jun 14, 2004
Scott Craig BrookesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWoodbury Financial Services, Inc. otherOtherJun 10, 2004Dec 10, 2004 (183 d)
Donald Ray SvobodaOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 8, 2004Feb 9, 2005 (246 d)
Bobby Ray PayneSpc otherWoodbury Financial Services, Inc. otherOtherMay 11, 2004Aug 9, 2005 (455 d)
Scott Lewis BernsteinEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 26, 2004Aug 18, 2021 (6323 d)
Richard Eugene SmithWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherApr 14, 2004Aug 23, 2004 (131 d)
Mark Steven CroweSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherMar 22, 2004Feb 13, 2007 (1058 d)
Jeffrey William GriggAmeriprise Financial Services, LLC national BDWoodbury Financial Services, Inc. otherOtherFeb 26, 2004Sep 17, 2007 (1299 d)
Patterson James MckinlayOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherFeb 12, 2004Oct 25, 2004 (256 d)
Mark Jerry BravermanMbsc, LLC unclassifiedWoodbury Financial Services, Inc. otherOtherFeb 10, 2004Jan 12, 2007 (1067 d)
James Lester HagerMsi Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherFeb 10, 2004Feb 11, 2004
Jamie Tabor StoneSignator Financial Services, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 21, 2004Feb 8, 2006 (749 d)
David Legrand PayneSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 31, 2003Jul 25, 2008 (1668 d)
Corey Michael MaglioloOneamerica Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 19, 2003Feb 25, 2004 (68 d)
Randi Laura Gibbons1717 Capital Management Company unclassifiedWoodbury Financial Services, Inc. otherOtherDec 17, 2003Jul 7, 2004 (203 d)
Timothy Allen AlessiEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherAug 14, 2003Sep 26, 2003 (43 d)
Steven Edward Markel1717 Capital Management Company unclassifiedWoodbury Financial Services, Inc. otherOtherAug 11, 2003Aug 1, 2003
Christopher Matthew IngramMorgan Stanley Dw Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherJul 30, 2003Aug 29, 2003
Brian Howard SaranovitzOsaic Fs, Inc. otherWoodbury Financial Services, Inc. otherOtherJul 24, 2003Dec 7, 2005 (867 d)
Jeffrey Scott FortsonVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 27, 2003Jun 12, 2003
Glenn Copeland Williams1717 Capital Management Company unclassifiedWoodbury Financial Services, Inc. otherOtherJun 25, 2003Jun 11, 2003
Karolyn Rucker LunsfordVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherJun 17, 2003Jun 12, 2003
George Herbert ZookEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherMay 20, 2003Apr 19, 2006 (1065 d)
Robert Hale RinkerOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 11, 2003Nov 19, 2003 (222 d)
Dominique Godfroy Henri VercaemertVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherMar 20, 2003Apr 16, 2003
John Joseph NavinUsallianz Securities, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherMar 3, 2003Mar 14, 2003
Thomas John ParkWells Fargo Advisors wirehouseWoodbury Financial Services, Inc. otherOtherFeb 25, 2003Mar 19, 2003
Robert A HolmesMony Securities Corporation unclassifiedWoodbury Financial Services, Inc. otherOtherFeb 13, 2003Feb 13, 2006 (1096 d)
Bryan Wallace GrayVoya Financial Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherFeb 11, 2003Feb 7, 2003
Roger Lee BurmanEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherJan 2, 2003Dec 20, 2002
Paul HershenbergOsaic Fa, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 31, 2002Jun 16, 2008 (1994 d)
Lucille Mae CuellerWs Griffith Securities, Inc. unclassifiedWoodbury Financial Services, Inc. otherOtherDec 17, 2002Feb 21, 2003 (66 d)
Samuel Wilson WattersEquitable Advisors, LLC national BDWoodbury Financial Services, Inc. otherOtherDec 9, 2002Dec 20, 2002
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