Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Zachary Powers HobbyWaddell & Reed otherUnified Wealth Management LLC independent RIAOtherNov 10, 2016Nov 16, 2016
Christopher Craig TripeWaddell & Reed otherUnited Capital Management Of Kansas, Inc. otherOtherNov 10, 2016Nov 14, 2016
Scott Alan BrueskeWaddell & Reed otherFinancial Advocates Investment Management otherOtherNov 9, 2016Nov 8, 2016
Heather M CarlsonWaddell & Reed otherFinancial Advocates Investment Management otherOtherNov 9, 2016Nov 14, 2016
Alexander Scott BrueskeWaddell & Reed otherFinancial Advocates Investment Management otherOtherNov 9, 2016Nov 8, 2016
Spencer Alan BrueskeWaddell & Reed otherFinancial Advocates Investment Management otherOtherNov 9, 2016Nov 8, 2016
Allen TsayWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherNov 9, 2016Dec 1, 2016
Jerome Vincent BennettWaddell & Reed otherWells Fargo Advisors wirehouseOtherNov 7, 2016Nov 28, 2016
Alan Paul JenkinsWaddell & Reed otherOn Investment Management Co otherOtherNov 4, 2016Nov 11, 2016
Gina Giachetti WightWaddell & Reed otherMorgan Stanley wirehouseOtherNov 3, 2016Oct 28, 2016
Stephen Yuan-Liang KuoWaddell & Reed otherTd Ameritrade, Inc. no RAUMOtherNov 3, 2016Oct 24, 2016
Robert Neil PriceWaddell & Reed otherGood Life Advisors, LLC otherOtherNov 3, 2016Jan 28, 2017 (86 d)
Andrew Willis FitchWaddell & Reed otherFirst Command Advisory Services otherOtherNov 3, 2016Nov 4, 2016
Jason PriebeWaddell & Reed otherLPL Financial LLC otherOtherOct 29, 2016Oct 24, 2016
Matthew Alan KrajniakWaddell & Reed otherOsaic Wealth, Inc. otherOtherOct 26, 2016Oct 20, 2016
John Wescott BeasleyWaddell & Reed otherPrivate Advisor Group, LLC otherOtherOct 26, 2016Oct 20, 2016
Charles Allen FiggWaddell & Reed otherRaymond James & Associates, Inc. national BDOtherOct 25, 2016Nov 4, 2016
Kyle Eugene BellWaddell & Reed otherPrimerica Advisors national BDOtherOct 24, 2016Jun 7, 2017 (226 d)
Fredric Arcinas UmelWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 24, 2016Oct 28, 2016
Kathryn Alyssa MulhausenWaddell & Reed otherFinancial Advocates Investment Management otherOtherOct 21, 2016Feb 15, 2018 (482 d)
Samuel Soland SpryWaddell & Reed otherKestra Advisory Services, LLC otherOtherOct 18, 2016Jun 7, 2017 (232 d)
Prabhu Veer MogullaWaddell & Reed otherPeaceful Advisors LLC state registeredOtherOct 17, 2016Nov 3, 2017 (382 d)
Melissa A LittleWaddell & Reed otherNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 13, 2016Mar 30, 2017 (168 d)
Ryan Edward HeidrichWaddell & Reed otherPrincipal Securities, Inc. otherOtherOct 12, 2016Oct 13, 2016
Brett KahnertWaddell & Reed otherMsi Financial Services, Inc. otherOtherOct 12, 2016Oct 12, 2016
Lynn Marie ChambersWaddell & Reed otherCreative Planning independent RIAOtherOct 10, 2016Aug 11, 2025 (3227 d)
Patrick Joseph HollandWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherOct 10, 2016Oct 20, 2016
Adam Joseph BeluskoWaddell & Reed otherSecurities America Advisors, Inc. otherOtherOct 8, 2016Sep 30, 2016
Ryan GeislerWaddell & Reed otherCitizens Securities, Inc. otherOtherOct 3, 2016Aug 31, 2017 (332 d)
Craig Elbert LoewensteinWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherSep 30, 2016Oct 12, 2016
Simon In HanWaddell & Reed otherLPL Financial LLC independent RIAOtherSep 30, 2016Apr 27, 2018 (574 d)
Noah James BorwickWaddell & Reed otherPark Avenue Securities LLC otherOtherSep 28, 2016Oct 17, 2016
Brett Mckinley GrahamWaddell & Reed otherCitigroup Global Markets Inc. otherOtherSep 28, 2016Sep 29, 2016
Brian P. MccarthyWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherSep 26, 2016Dec 20, 2016 (85 d)
Sunil SharmaWaddell & Reed otherProyash Capital Management state registeredOtherSep 23, 2016Jan 4, 2017 (103 d)
Raymond A HasseyWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherSep 22, 2016Sep 21, 2016
Neil WeaverWaddell & Reed otherStrategic Advisers LLC national BDOtherSep 19, 2016Sep 28, 2016
George William LeistikowWaddell & Reed otherEfs Advisors otherOtherSep 16, 2016Sep 7, 2016
Amy Elizabeth JohnsonWaddell & Reed otherPruco Securities, LLC otherOtherSep 15, 2016May 2, 2017 (229 d)
Aaron Steven PaulWaddell & Reed otherConcourse Financial Group Advisors otherOtherSep 12, 2016Aug 29, 2016
Etsuji Edward OizumiWaddell & Reed otherPrincipal Securities, Inc. otherOtherSep 12, 2016Sep 22, 2016
Todd J LearyWaddell & Reed otherForesters Advisory Services, LLC otherOtherSep 12, 2016Oct 31, 2016 (49 d)
William Hamada PettusWaddell & Reed otherFirst Allied Advisory Services, Inc. otherOtherSep 10, 2016Aug 26, 2016
John BurnsWaddell & Reed otherGood Life Advisors, LLC otherOtherSep 10, 2016Jan 28, 2017 (140 d)
Megan Wells BerningWaddell & Reed otherRaymond James & Associates, Inc. national BDOtherSep 9, 2016Aug 24, 2016
Steven Matthew EllsworthWaddell & Reed otherSecurities America Advisors, Inc. otherOtherSep 8, 2016Aug 31, 2016
Jordan Jennifer KellyWaddell & Reed otherKey Investment Services LLC BD affiliatedOtherSep 8, 2016Sep 3, 2024 (2917 d)
Barton K FarrellWaddell & Reed otherCetera Advisor Networks LLC otherOtherSep 7, 2016Mar 10, 2017 (184 d)
Alexandra Conroy BaigWaddell & Reed otherCreative Planning otherOtherSep 7, 2016Aug 30, 2016
Jacob Randall GodfreyWaddell & Reed otherConcourse Financial Group Advisors otherOtherSep 6, 2016Sep 19, 2016
Parker Russell HardtWaddell & Reed otherKey Investment Services LLC BD affiliatedOtherSep 6, 2016Oct 18, 2017 (407 d)
Ryan Elliott KelleyWaddell & Reed otherBell Investment Advisors Inc independent RIAOtherSep 2, 2016May 1, 2019 (971 d)
Matthew Charles GallagherWaddell & Reed otherOdinic Advisors LLC state registeredOtherSep 1, 2016Oct 18, 2016 (47 d)
James Downing YonkerWaddell & Reed otherRaymond James & Associates, Inc. national BDOtherAug 30, 2016Aug 24, 2016
John Thomas TorolaWaddell & Reed otherWealthfront Advisers LLC otherOtherAug 29, 2016Sep 16, 2016
Aaron Keith UlrichWaddell & Reed otherInvestment Professionals, Inc. otherOtherAug 22, 2016Aug 25, 2016
David R MillerWaddell & Reed otherCuso Financial Services, L.P. otherOtherAug 22, 2016Aug 1, 2016
Derek Michael SerletWaddell & Reed otherLegacy Financial, Ltd state registeredOtherAug 19, 2016Aug 25, 2016
Timothy Brian SchulzeWaddell & Reed otherNationwide Securities, LLC no RAUMOtherAug 16, 2016Aug 22, 2016
Steven Darren VestriWaddell & Reed otherWealthcare Advisory Partners LLC independent RIAOtherAug 16, 2016Jun 9, 2021 (1758 d)
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