Joshua Woodford

Current Employers

Employment History

• 01/2016 → 08/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2015 → 08/2020
  Bridgers Wealth Management
  Moorestown, NJ
• 08/2020 → 10/2024
  American Portfolios Financial Services Inc.
  Holbrook, NY
• 03/2022 → Present
  Cora Capital Advisors Llc
  Marlton, NJ
• 08/2020 → 12/2022
  American Portfolios Advisors, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Marlton, NJ

Previous Registrations

• 2020-08-13 → 2022-12-31
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2015-11-25 → 2020-10-30
  Redwood Wealth Management Group, Llc
  Medford, NJ
• 2013-10-01 → 2015-12-22
  Lane Hipple - Wealth Management Group
  Moorestown, NJ
• 2012-08-10 → 2013-09-27
  Vsr Financial Services, Inc.
  Moorestown, NJ
  Overland Park, KS
• 2011-06-13 → 2012-08-03
  Morgan Stanley
  Philadelphia, PA

Other Businesses

Cora Capital Assurance - Marlton NJ non-investment related; insurance broker; insurance sales; 08/17/2020; 5 hours per month; 5 hours per month during trading hours. Cora Capital Advisors- 4B Eves Dr. Suite 100, Marlton NJ 08053 Registered Investment Advisor, investment related 0% ownership, 100 hours devoted per month, 100 hours devoted during market hours. American Portfolios Financials Services, Inc. - Investment Related - Marlton NJ - Broker-Dealer - Registered Representative - 11/2009 - Appx. 10 Hrs/Mnth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-10
• S63 Uniform Securities Agent State Law Examination
  2011-05-26

Designations

Other Names

• Joshua Bryan Woodford