Joshua Woodford
Professional summary
Joshua Woodford, AIF®, who also goes by Joshua Bryan Woodford, is a registered financial advisor currently at CORA CAPITAL ADVISORS located in Marlton, New Jersey.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Woodford's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 29, 2022 - Present
CORA CAPITAL ADVISORS
Office #1: 4 Eves Drive Suite B100, Marlton, NJ 08053October 11, 2024 - November 11, 2025
OSAIC WEALTH, INC.
August 13, 2020 - December 31, 2022
AMERICAN PORTFOLIOS ADVISORS, INC
August 13, 2020 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
January 5, 2016 - March 27, 2020
PURSHE KAPLAN STERLING INVESTMENTS
November 25, 2015 - October 30, 2020
REDWOOD WEALTH MANAGEMENT GROUP, LLC
October 17, 2013 - July 31, 2015
PURSHE KAPLAN STERLING INVESTMENTS
October 1, 2013 - December 22, 2015
LANE HIPPLE - WEALTH MANAGEMENT GROUP
August 10, 2012 - September 27, 2013
VSR FINANCIAL SERVICES, INC.
August 10, 2012 - September 27, 2013
VSR FINANCIAL SERVICES, INC.
June 13, 2011 - August 3, 2012
MORGAN STANLEY
April 5, 2011 - August 3, 2012
MORGAN STANLEY
Primary Firm SEC Registration
CORA CAPITAL ADVISORS
CRD#: 318134 / SEC#: 801-123101
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2022)
Exams
Current Firm
CORA CAPITAL ADVISORS
CRD#: 318134 / SEC#: 801-123101
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,755 |
| AUM (Assets Under Management) | $ 587,524,745 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 07/29/2024 | ||
| 01/10/2024 | ||
| 02/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORA CAPITAL ADVISORS
CRD#: 318134Marlton, NJ 08053TRUST BUT VERIFY
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