Joshua Woodford has been an investment adviser representative at Cora Capital Advisors since March 2022, and is not listed among the firm’s executive officers or direct owners.
Cora Capital Advisors LLC is a Marlton, NJ firm with $723M under management, 786 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Joshua Woodford’s longest registration was 4 years at Redwood Wealth Management Group, LLC (2015–2020). Before joining Cora Capital Advisors in 2022, Joshua Woodford was registered through American Portfolios Advisors, Inc and Redwood Wealth Management Group, LLC.
- Cora Capital AdvisorsCurrent– present · 4 yearsMarlton, NJ · Adviser representative · Firm CRD 318134
- American Portfolios Advisors, Inc– · 2 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- Redwood Wealth Management Group, LLC– · 4 yearsMoorestown, NJ · Adviser representative · Firm CRD 281741
- Lane Hipple Schill - Wealth Management Group– · 2 yearsMoorestown, NJ · Adviser representative · Firm CRD 165321
- VSR Advisory Services– · 1 yearMoorestown, NJ · Adviser representative · Firm CRD 14503
- Morgan Stanley Smith Barney LLC– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Joshua Woodford is registered as an investment adviser representative in New Jersey, since March 2022.
- New JerseySince 29 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 9 July 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 May 2011 |
| Series 7 | General Securities Representative Examination | 4 April 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5890865
- Firm
- Cora Capital Advisors · CRD 318134
- Office
- 4 EVES DRIVE, SUITE B100, Marlton, NJ 08053
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Woodford work?
Joshua Woodford is an investment adviser representative registered through Cora Capital Advisors LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Woodford a financial advisor?
Yes. Joshua Woodford has a current investment-adviser registration in New Jersey, through Cora Capital Advisors since March 2022.
How many years of experience does Joshua Woodford have?
Joshua Woodford has 15 years in the financial industry, since April 2011, across 6 adviser firms.
What exams has Joshua Woodford passed?
Joshua Woodford has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in April 2011. FINRA credited Joshua Woodford with the SIE, which began in October 2018.
Where did Joshua Woodford work before Cora Capital Advisors?
Before Cora Capital Advisors, Joshua Woodford was registered through Redwood Wealth Management Group, LLC, November 2015 to October 2020; Lane Hipple Schill - Wealth Management Group, October 2013 to December 2015; VSR Advisory Services, August 2012 to September 2013; Morgan Stanley Smith Barney LLC, June 2011 to August 2012.
Where is Joshua Woodford based?
Joshua Woodford’s registered office is in Marlton, NJ.
Is Joshua Woodford registered with FINRA?
No. Joshua Woodford has no current broker registration.
How can I verify Joshua Woodford’s record?
Search CRD 5890865 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Woodford’s full registration record.