Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Eric John ClaspillWaddell & Reed otherAllstate Financial Advisors, LLC no RAUMOtherMay 16, 2017Jun 12, 2017
Lutelles Lindley WhiteWaddell & Reed otherAdvice And Planning Services otherOtherMay 16, 2017May 22, 2017
Dallas Lee WheelerWaddell & Reed otherPlan Group Financial, Inc. independent RIAOtherMay 15, 2017May 12, 2017
Dale James CarlsonWaddell & Reed otherCommonwealth Financial Network national BDOtherMay 9, 2017May 5, 2017
Stephen Donald ToddWaddell & Reed otherV Wealth Advisors LLC otherOtherMay 9, 2017May 9, 2017
Sun Ho MaWaddell & Reed otherMorgan Stanley wirehouseOtherMay 5, 2017Jun 12, 2017 (38 d)
Ralph David JanitellWaddell & Reed otherValic Financial Advisors, Inc. otherOtherMay 2, 2017May 3, 2017
Ronnie Lee HuskeyWaddell & Reed otherOverridge Wealth Advisors otherOtherMay 2, 2017May 1, 2017
Ashton Gene PankoninWaddell & Reed otherFocus Financial otherOtherMay 2, 2017May 1, 2017
Kevin Thomas TaylorWaddell & Reed otherScottrade Investment Management otherOtherMay 2, 2017May 10, 2017
Jacob Woodson RitterWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherMay 1, 2017May 2, 2017
Craig S VentoWaddell & Reed otherTd Ameritrade Investment Management, LLC otherOtherApr 26, 2017May 3, 2017
Teri Lynn DerosaWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherApr 25, 2017Apr 21, 2017
Mario BearWaddell & Reed otherBmo Harris Financial Advisors, Inc BD affiliatedOtherApr 24, 2017May 2, 2018 (373 d)
Andrea RiveraWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 21, 2017May 3, 2017
Metehan ErimWaddell & Reed otherM&T Securities, Inc. unclassifiedOtherApr 17, 2017Apr 21, 2017
Vincent Anthony BrizzolaraWaddell & Reed otherMorgan Stanley wirehouseOtherApr 12, 2017Jul 11, 2017 (90 d)
Catherine Lorie LafeeWaddell & Reed otherLPL Financial LLC otherOtherApr 11, 2017Apr 6, 2017
Eric Joseph McmahanWaddell & Reed otherOneamerica Securities, Inc. otherOtherApr 10, 2017Jul 12, 2017 (93 d)
Kevyn Paul SopinskiWaddell & Reed otherCommonwealth Financial Network national BDOtherApr 7, 2017Apr 7, 2017
Christopher James JohnsonWaddell & Reed otherCommonwealth Financial Network national BDOtherApr 7, 2017Apr 6, 2017
Janette S JollyWaddell & Reed otherGood Life Advisors, LLC independent RIAOtherApr 7, 2017Apr 5, 2018 (363 d)
David Lee PeaseWaddell & Reed otherCommonwealth Financial Network national BDOtherApr 7, 2017Apr 7, 2017
Colin Michael KramerWaddell & Reed otherCommonwealth Financial Network national BDOtherApr 7, 2017Apr 7, 2017
Daniel Murray ShultzWaddell & Reed otherCommonwealth Financial Network national BDOtherApr 7, 2017Apr 7, 2017
John Charles HogelandWaddell & Reed otherCommonwealth Financial Network national BDOtherApr 7, 2017Apr 7, 2017
Nathaniel George VieiraWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherApr 7, 2017Jun 30, 2017 (84 d)
Lindsey SpragueWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherApr 6, 2017Apr 18, 2017
Jason Leonard FreiwaldWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherApr 5, 2017Mar 27, 2017
Andrew Michael LawrenceWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherMar 31, 2017Apr 7, 2017
Abraham Ernesto ZavalaWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherMar 31, 2017Jun 1, 2017 (62 d)
Suzanne S ChaiWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 29, 2017Apr 3, 2017
Jeffrey J FogleWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 29, 2017Apr 3, 2017
Robin B HanoverWaddell & Reed otherMoors & Cabot, Inc otherOtherMar 27, 2017Apr 3, 2017
Tyler WasserWaddell & Reed otherCitizens Securities, Inc. otherOtherMar 27, 2017May 4, 2017 (38 d)
Eric Jonathan RungeWaddell & Reed otherWellspring Advisors, Inc. independent RIAOtherMar 24, 2017May 12, 2017 (49 d)
Vincent Michael OttavianoWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherMar 23, 2017Apr 24, 2017 (32 d)
Meredith A FarrisWaddell & Reed otherMorgan Stanley wirehouseOtherMar 22, 2017Mar 17, 2017
Blake Thurston DorsettWaddell & Reed otherSignator Investors, Inc. otherOtherMar 22, 2017Mar 17, 2017
Steven Kim MitchellWaddell & Reed otherSecurities America Advisors, Inc. otherOtherMar 20, 2017Mar 10, 2017
Lori Ann SelbyWaddell & Reed otherLegacy Cornerstone Wealth LLC independent RIAOtherMar 17, 2017Mar 15, 2017
Christopher Robert BatemanWaddell & Reed otherConcourse Financial Group Advisors otherOtherMar 17, 2017Apr 13, 2017
Matthew Ross RiveraWaddell & Reed otherFidelity Personal And Workplace Advisors BD affiliatedOtherMar 17, 2017Mar 1, 2019 (714 d)
Brook Emme ThompsonWaddell & Reed otherCwm, LLC otherOtherMar 16, 2017Mar 23, 2017
Joe Oliver PerryWaddell & Reed otherSecurities America Advisors, Inc. otherOtherMar 16, 2017Mar 10, 2017
Erin Marie ToweyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 10, 2017Aug 1, 2018 (509 d)
Daniel James DownardWaddell & Reed otherScottrade Investment Management otherOtherMar 7, 2017May 23, 2017 (77 d)
Cheryl Annette BurressWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherMar 2, 2017Feb 27, 2017
Paul Waddell CollinsWaddell & Reed otherPeachtree Wealth Advisors, Inc independent RIAOtherMar 2, 2017Jun 19, 2018 (474 d)
Flora BurkeWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 1, 2017Mar 13, 2017
Cansada Marie ColemanWaddell & Reed otherBenjamin F. Edwards & Company, Incorporated otherOtherFeb 28, 2017Feb 27, 2017
Kevin Michael ThorntonWaddell & Reed otherAe Wealth Management, LLC otherOtherFeb 28, 2017Jun 26, 2017 (118 d)
Jason W PlemonsWaddell & Reed otherPetersen Hastings Wealth Advisors, Inc. independent RIAOtherFeb 27, 2017Aug 24, 2018 (543 d)
Olga Aleksandrovna GurevichWaddell & Reed otherPruco Securities, LLC BD affiliatedOtherFeb 24, 2017Jul 23, 2019 (879 d)
Timothy James LarsonWaddell & Reed otherWipfli Financial Advisors, LLC otherOtherFeb 24, 2017Mar 20, 2017
Tyler Steven TiltonWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherFeb 22, 2017Mar 17, 2017
Charles Michael VinyardWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 21, 2017Feb 28, 2017
Christopher Raymond WadeWaddell & Reed otherV Wealth Advisors LLC otherOtherFeb 15, 2017Feb 16, 2017
Herman Edvin LallWaddell & Reed otherV Wealth Advisors LLC otherOtherFeb 15, 2017Feb 16, 2017
Jonathan David LallWaddell & Reed otherV Wealth Advisors LLC otherOtherFeb 15, 2017Feb 16, 2017
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