Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Daniel MayerWaddell & Reed otherEdward Jones national BDOtherFeb 7, 2017Jan 30, 2017
Nicholas J BallestrazzeWaddell & Reed otherScottrade Investment Management otherOtherFeb 7, 2017Mar 20, 2017 (41 d)
Mitchell Stanton EverettWaddell & Reed otherKestra Advisory Services, LLC otherOtherFeb 6, 2017Feb 3, 2017
Charles Franklin KlumppWaddell & Reed otherPacific Financial Advisory Group LLC unclassifiedOtherFeb 3, 2017Jan 9, 2018 (340 d)
Brett David BenjaminWaddell & Reed otherCreative Planning independent RIAOtherFeb 2, 2017Aug 10, 2021 (1650 d)
Ryan Christopher GehsmannWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherFeb 2, 2017Apr 3, 2017 (60 d)
David Glenn TurnerWaddell & Reed otherGood Life Advisors, LLC otherOtherFeb 1, 2017Jan 28, 2017
Edward Carr BeekerWaddell & Reed otherGood Life Advisors, LLC otherOtherFeb 1, 2017Jan 28, 2017
Bruce Michael WiitalaWaddell & Reed otherRfg Advisory, LLC otherOtherJan 31, 2017Aug 24, 2017 (205 d)
Todd Robert Vander LugtWaddell & Reed otherIndependent Financial Partners otherOtherJan 31, 2017Jan 24, 2017
Jason Roy RadakovichWaddell & Reed otherFinancial Advocates Investment Management otherOtherJan 30, 2017Jan 23, 2017
Holli Lee RadakovichWaddell & Reed otherFinancial Advocates Investment Management otherOtherJan 30, 2017Jan 24, 2017
Jared Wayne WalkerWaddell & Reed otherFinancial Advocates Investment Management otherOtherJan 30, 2017Jan 23, 2017
Drew Fisher CataneseWaddell & Reed otherMsi Financial Services, Inc. otherOtherJan 30, 2017Jan 27, 2017
Grant N HallWaddell & Reed otherVima, LLC otherOtherJan 27, 2017Jan 26, 2017
Bradley Jay AllenWaddell & Reed otherLPL Financial LLC otherOtherJan 26, 2017Mar 9, 2017 (42 d)
James Joseph StanekWaddell & Reed otherSilverleaf Advisor Group, LLC no RAUMOtherJan 26, 2017Jan 30, 2017
David Harry ElsterWaddell & Reed otherCuso Financial Services, L.P. otherOtherJan 24, 2017Jan 18, 2017
Gregory Allan KatzmanWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJan 23, 2017Jan 17, 2017
Robert Darien TapiaWaddell & Reed otherStratos Wealth Partners, Ltd otherOtherJan 23, 2017Jan 13, 2017
Craig Joseph KurthWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 20, 2017Jan 6, 2017
Steven Mitchell KouryWaddell & Reed otherCitigroup Global Markets Inc. otherOtherJan 20, 2017Jan 18, 2017
Theresa DalyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 19, 2017Apr 3, 2017 (74 d)
Wilfred WongWaddell & Reed otherThrivent Investment Management Inc. otherOtherJan 18, 2017Jun 19, 2017 (152 d)
Colby Justin KarnWaddell & Reed otherHuntington Financial Advisors otherOtherJan 13, 2017Feb 10, 2017
Gregory Lewis Von BergWaddell & Reed otherLPL Financial LLC BD affiliatedOtherJan 12, 2017Jan 1, 2026 (3276 d)
Carroll Wayne WilkersonWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 11, 2017Jan 5, 2017
Jared Wayne ReynoldsWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 11, 2017Jan 5, 2017
Benjamin John DierkesWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 11, 2017Jan 5, 2017
David Michael JohnsonWaddell & Reed otherWells Fargo Advisors wirehouseOtherJan 11, 2017Mar 31, 2017 (79 d)
James Michael SchankWaddell & Reed otherPcg Wealth Management independent RIAOtherJan 10, 2017Dec 14, 2018 (703 d)
Jason Tyrone StanfieldWaddell & Reed otherCornerstone Wealth Management, LLC otherOtherJan 9, 2017Jan 9, 2017
Robert BozworthWaddell & Reed otherStrategic Advisers LLC national BDOtherJan 9, 2017Feb 1, 2017
Alexandra Kiley Kurth GardenWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 6, 2017Jan 5, 2017
Michael Kevin GardenWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 6, 2017Jan 5, 2017
Julie Elizabeth MccormickWaddell & Reed otherMML Investors Services, LLC BD affiliatedOtherJan 6, 2017Feb 18, 2020 (1138 d)
Ryan Andrew WilkersonWaddell & Reed otherV Wealth Advisors LLC otherOtherJan 5, 2017Jan 5, 2017
Justin Travis EslickWaddell & Reed otherAdvice And Planning Services otherOtherJan 5, 2017Jan 13, 2017
John ChouWaddell & Reed otherTransamerica Financial Advisors, LLC BD affiliatedOtherDec 31, 2016Dec 6, 2018 (705 d)
Marc C. RhoadesWaddell & Reed otherEdward Jones national BDOtherDec 31, 2016Apr 30, 2018 (485 d)
Ronald Jacob DawsonWaddell & Reed otherSimplyria Advisor Network otherOtherDec 27, 2016Feb 27, 2017 (62 d)
Branden Curtiss BoschWaddell & Reed otherSimplyria Advisor Network otherOtherDec 27, 2016Feb 24, 2017 (59 d)
Jeffrey Scott PowellWaddell & Reed otherUSA Financial Securities LLC independent RIAOtherDec 27, 2016Dec 19, 2018 (722 d)
Timothy Joseph SepsiWaddell & Reed otherSagepoint Financial, Inc. otherOtherDec 21, 2016Dec 16, 2016
Jason Nicholas AlvaradoWaddell & Reed otherMorgan Stanley wirehouseOtherDec 21, 2016Jun 20, 2019 (911 d)
Mark Frank PauwelsWaddell & Reed otherSpc otherOtherDec 16, 2016Dec 16, 2016
Frederick Daniel ShowsWaddell & Reed otherGood Life Advisors, LLC otherOtherDec 15, 2016Jan 28, 2017 (44 d)
Clayton Houston MillerWaddell & Reed otherSignator Investors, Inc. otherOtherDec 8, 2016Dec 2, 2016
Tabeetha Marie MoesingerWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherDec 2, 2016Jan 31, 2017 (60 d)
Justin Dale YoungWaddell & Reed otherAlpha Wealth Management, LLC otherOtherDec 2, 2016Nov 21, 2016
James Jiang-Hua ChuWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherDec 2, 2016Jan 26, 2017 (55 d)
Trevor A ContiWaddell & Reed otherThrivent Investment Management Inc. otherOtherDec 1, 2016Dec 27, 2016
Rebecca Jane MeyersWaddell & Reed otherLPL Financial LLC otherOtherNov 29, 2016Nov 23, 2016
Drew Michael KubickiWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherNov 28, 2016Feb 22, 2017 (86 d)
Jay William StenzelWaddell & Reed otherCommonwealth Financial Network national BDOtherNov 23, 2016Nov 21, 2016
David James MannaioniWaddell & Reed otherSt. Bernard Financial Services, Inc. otherOtherNov 23, 2016Nov 21, 2016
David Keith RiffeWaddell & Reed otherMML Investors Services, LLC otherOtherNov 22, 2016Jan 6, 2017 (45 d)
Christopher Allen DukeWaddell & Reed otherSilicon Valley Wealth Advisors, LLC otherOtherNov 16, 2016Nov 14, 2016
Michael Sylvester RodriguezWaddell & Reed otherTd Ameritrade, Inc. no RAUMOtherNov 15, 2016Mar 27, 2017 (132 d)
Michelle Lynn FordWaddell & Reed otherNova Financial Services otherOtherNov 15, 2016Dec 13, 2016
Page 13 of 42PreviousNext