Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Willis Robert DeatonWaddell & Reed otherGood Life Advisors, LLC otherOtherAug 13, 2016Aug 1, 2016
Jeffrey Raymond CordellWaddell & Reed otherIfg Advisory, LLC otherOtherAug 9, 2016Jul 26, 2016
Sean Michael WilliamsWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherAug 9, 2016Jul 22, 2016
Travis Earl CookWaddell & Reed otherGood Life Advisors, LLC otherOtherAug 9, 2016Nov 21, 2017 (469 d)
Jeffrey B JonesWaddell & Reed otherPruco Securities, LLC otherOtherAug 9, 2016Aug 16, 2016
Robert Greggory TempletonWaddell & Reed otherGood Life Advisors, LLC otherOtherAug 6, 2016Jul 28, 2016
Robert Madison DayWaddell & Reed otherIfg Advisory, LLC otherOtherAug 6, 2016Jul 22, 2016
Gerald Artemus NelsonWaddell & Reed otherPrincipal Securities, Inc. otherOtherAug 6, 2016Aug 16, 2016
Christopher AllredWaddell & Reed otherFidelity Personal And Workplace Advisors BD affiliatedOtherAug 6, 2016Oct 2, 2023 (2613 d)
Danny Wayne BellWaddell & Reed otherIfg Advisory, LLC otherOtherAug 6, 2016Aug 4, 2016
Bryan Matthew WieferichWaddell & Reed otherIndependent Financial Partners otherOtherAug 4, 2016Jul 28, 2016
Brian Christopher AtwoodWaddell & Reed otherIndependent Financial Partners otherOtherAug 4, 2016Jul 28, 2016
Scott Douglas CramerWaddell & Reed otherCuso Financial Services, L.P. otherOtherAug 3, 2016Aug 2, 2016
Sang Hyun LeeWaddell & Reed otherEquitable Advisors, LLC national BDOtherAug 3, 2016Oct 19, 2016 (77 d)
Griffin Daniel SheehyWaddell & Reed otherShone Wealth Management otherOtherAug 3, 2016Aug 8, 2016
Patrick Michael BookeyWaddell & Reed otherKms Financial Services, Inc otherOtherAug 2, 2016Aug 19, 2016
Lorelei Elisabeth TuminoWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherAug 2, 2016Aug 4, 2016
Neal Brian EngesetterWaddell & Reed otherTruist Advisory Services, Inc. otherOtherAug 1, 2016Jun 23, 2017 (326 d)
Theodore J KinkaidWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 27, 2016Jul 22, 2016
Daniel Paul SchutteWaddell & Reed otherSchutte Financial LLC state registeredOtherJul 26, 2016Dec 21, 2016 (148 d)
Michael P RichardsonWaddell & Reed otherEmpower Advisory Group, LLC otherOtherJul 25, 2016Feb 6, 2017 (196 d)
Justin Michael BaileyWaddell & Reed otherMadison Avenue Securities, LLC otherOtherJul 25, 2016Apr 21, 2017 (270 d)
Grayson Joel HofferberWaddell & Reed otherMillennial Wealth Management, LLC state registeredOtherJul 22, 2016Nov 11, 2022 (2303 d)
Broderic Charles SchoenWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherJul 22, 2016Jul 18, 2016
Jakob Daniel FriesWaddell & Reed otherWells Fargo Advisors wirehouseOtherJul 22, 2016Aug 11, 2016
Paula Marie RogalaWaddell & Reed otherAmerican Portfolios Advisors, Inc otherOtherJul 20, 2016Jul 12, 2016
Jeremy Allen TruongWaddell & Reed otherMorgan Stanley wirehouseOtherJul 11, 2016Apr 28, 2016
Joseph Donald HydeWaddell & Reed otherEdward Jones national BDOtherJul 6, 2016Aug 29, 2016 (54 d)
Lane Erron EwtonWaddell & Reed other7300 Wealth Management, LLC. unclassifiedOtherJun 29, 2016Jul 29, 2016
Stephen Michael JohnWaddell & Reed otherFirst Financial Equity Corporation otherOtherJun 28, 2016Sep 16, 2016 (80 d)
Nicholas Paul Anthony RubeoWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherJun 28, 2016Aug 17, 2016 (50 d)
Jerry Shane CohoonWaddell & Reed otherPrivate Advisor Group, LLC otherOtherJun 27, 2016Aug 8, 2016 (42 d)
Jon Keith StuckerWaddell & Reed otherThurston Springer Advisors BD affiliatedOtherJun 24, 2016Aug 26, 2020 (1524 d)
Jenna Lynn SpurrierWaddell & Reed otherThurston Springer Advisors BD affiliatedOtherJun 24, 2016Aug 25, 2020 (1523 d)
James Marlowe SandeWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJun 24, 2016Jun 17, 2016
Wen-Liang HuangWaddell & Reed otherEagle Strategies LLC otherOtherJun 21, 2016Aug 3, 2016 (43 d)
Rey Roy ArellanoWaddell & Reed otherPetrovic Financial Services otherOtherJun 21, 2016Mar 17, 2017 (269 d)
Dennis Patrick LynchWaddell & Reed otherUnited Planners' Financial Services Of America A Limited Partner otherOtherJun 17, 2016Jun 17, 2016
Donald G ThomasWaddell & Reed otherMML Investors Services, LLC otherOtherJun 15, 2016Dec 8, 2016 (176 d)
Mark Joseph ComireWaddell & Reed otherCapital Client Group, Inc. no RAUMOtherJun 15, 2016Mar 3, 2025 (3183 d)
Gregory Michael StarkeyWaddell & Reed otherScottrade Investment Management otherOtherJun 15, 2016Jan 27, 2017 (226 d)
Janet Lynn LakanenWaddell & Reed otherAusdal Financial Partners, Inc. independent RIAOtherJun 14, 2016Jun 11, 2018 (727 d)
Michael AsnisWaddell & Reed otherValic Financial Advisors, Inc. otherOtherJun 9, 2016Jun 16, 2016
Paul Robert JonesWaddell & Reed otherAvantax Advisory Services otherOtherJun 9, 2016May 23, 2016
Jesus A JaramilloWaddell & Reed otherCalchoice Wealth Management LLC unclassifiedOtherJun 9, 2016Jul 18, 2016 (39 d)
Jeremiah Andrew JohnsonWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherJun 7, 2016Jun 2, 2016
Austin William SaxonWaddell & Reed otherWells Fargo Advisors wirehouseOtherJun 7, 2016Jul 5, 2016
Vanessa Ann TaylorWaddell & Reed otherCommonwealth Financial Network national BDOtherJun 6, 2016Jun 10, 2016
William Donald HughesWaddell & Reed otherWilliam D Hughes state registeredOtherJun 3, 2016Jan 19, 2017 (230 d)
Justin R NelsonWaddell & Reed otherLPL Financial LLC otherOtherJun 3, 2016Jun 24, 2016
Scott Edwin DyeWaddell & Reed otherCavanal Hill Investment Management, Inc. otherOtherJun 2, 2016Oct 6, 2016 (126 d)
David Andrew BaldwinWaddell & Reed otherEdward Jones national BDOtherJun 2, 2016Jul 11, 2016 (39 d)
Ethan Marc SilvermanWaddell & Reed otherMorgan Stanley wirehouseOtherJun 2, 2016May 19, 2016
Shawn Lynn TippingWaddell & Reed otherLPL Financial LLC BD affiliatedOtherJun 1, 2016Apr 9, 2021 (1773 d)
John R MartinWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJun 1, 2016Jan 9, 2017 (222 d)
Scott Matthew RoseWaddell & Reed otherIndependent Financial Group, LLC otherOtherMay 31, 2016Apr 6, 2017 (310 d)
Robert Edward MarshWaddell & Reed otherRealta Investment Advisors, Inc otherOtherMay 31, 2016May 5, 2016
Gary Scott RossWaddell & Reed otherRealta Investment Advisors, Inc otherOtherMay 31, 2016May 5, 2016
Airionne Renee SolankeWaddell & Reed otherCompass Wealth independent RIAOtherMay 31, 2016Dec 22, 2017 (570 d)
Matt SchommerWaddell & Reed otherMsi Financial Services, Inc. otherOtherMay 25, 2016Sep 23, 2016 (121 d)
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