Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Graham MattesWaddell & Reed otherEdward Jones national BDOtherMay 24, 2016May 20, 2016
Cameron EmmottWaddell & Reed otherLord, Abbett & Co. LLC asset managerOtherMay 20, 2016May 21, 2018 (731 d)
Paige RexrodeWaddell & Reed otherHilltop Securities Inc. otherOtherMay 20, 2016May 9, 2016
David Michael HumesWaddell & Reed otherEdward Jones national BDOtherMay 20, 2016Jun 13, 2016
Sara Lynn KrauseWaddell & Reed otherCreative Planning otherOtherMay 19, 2016May 17, 2016
Chaundra Kay StrakerWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherMay 19, 2016Jun 21, 2016 (33 d)
Sogol BehrouzWaddell & Reed otherMorgan Stanley wirehouseOtherMay 18, 2016Jun 28, 2016 (41 d)
James Madison KingWaddell & Reed otherFinancial Advocates Investment Management otherOtherMay 12, 2016May 16, 2016
David Claude RobertsWaddell & Reed otherSecurian Financial Services, Inc. otherOtherMay 10, 2016Sep 14, 2016 (127 d)
Cindy Huynh GhattasWaddell & Reed otherCreative Planning otherOtherMay 7, 2016Dec 7, 2017 (579 d)
Leah Marie BurkeWaddell & Reed otherPrivate Advisor Group, LLC otherOtherMay 4, 2016Apr 22, 2016
Evan Patrick FranckhauserWaddell & Reed otherPrivate Advisor Group, LLC otherOtherMay 3, 2016Apr 22, 2016
Darrell Dean WoodcockWaddell & Reed otherPrivate Advisor Group, LLC otherOtherMay 2, 2016Apr 20, 2016
Bradley PattersonWaddell & Reed otherEdward Jones national BDOtherApr 27, 2016Aug 2, 2016 (97 d)
Andrew Joseph KiefferWaddell & Reed otherCetera Investment Advisers LLC otherOtherApr 20, 2016Apr 14, 2016
Julia Marie RidgwayWaddell & Reed otherTransamerica Retirement Advisors, LLC otherOtherApr 20, 2016Apr 19, 2017 (364 d)
Chris Martin JohnsonWaddell & Reed otherDowling & Yahnke, LLC independent RIAOtherApr 19, 2016Mar 10, 2022 (2151 d)
Jeffrey David ShrivesWaddell & Reed otherKey Investment Services LLC otherOtherApr 19, 2016Apr 22, 2016
Travis Deshune MaverickWaddell & Reed otherScottrade Investment Management otherOtherApr 19, 2016Jan 30, 2017 (286 d)
Daniel Benjamin KistlerWaddell & Reed otherRetirement Cash Flow Group, LLC unclassifiedOtherApr 13, 2016Nov 29, 2016 (230 d)
Cullen Gillespie GravesWaddell & Reed otherMorgan Stanley wirehouseOtherApr 7, 2016May 26, 2016 (49 d)
Stephen Tallmadge KernahanWaddell & Reed otherValic Financial Advisors, Inc. otherOtherApr 5, 2016Apr 4, 2016
David Blake GransonWaddell & Reed otherCreative Financial Designs, Inc. otherOtherApr 2, 2016Mar 28, 2016
Rebecca MarouskiWaddell & Reed otherPeople'S Securities, Inc. otherOtherMar 24, 2016Mar 24, 2016
Jeremy Daniel RussellWaddell & Reed otherColumbia Advisory Partners, LLC independent RIAOtherMar 22, 2016Mar 15, 2016
Paul Mark LantzWaddell & Reed otherPrincipal Securities, Inc. otherOtherMar 19, 2016Mar 29, 2016
Stephanie Lee BurksWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMar 19, 2016May 18, 2016 (60 d)
Nicholas Isaac CohenWaddell & Reed otherCuso Financial Services, L.P. otherOtherMar 19, 2016Apr 18, 2016
Leslie PenkaWaddell & Reed otherMadison Avenue Securities, LLC otherOtherMar 14, 2016Nov 8, 2016 (239 d)
Matthew Gene MeyersWaddell & Reed otherLPL Financial LLC otherOtherMar 10, 2016Mar 4, 2016
Christopher CarreonWaddell & Reed otherCompass Financial Planning unclassifiedOtherMar 10, 2016Aug 29, 2016 (172 d)
Stephen TucciWaddell & Reed otherEquitable Advisors, LLC national BDOtherMar 10, 2016Jun 6, 2016 (88 d)
Nicole Evelyn OlmscheidWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherMar 7, 2016Aug 7, 2020 (1614 d)
Brandon Robert EdwardsWaddell & Reed otherPrivate Advisor Group, LLC otherOtherMar 3, 2016Mar 1, 2016
Martin Dalton PorterWaddell & Reed otherPrivate Advisor Group, LLC otherOtherMar 3, 2016Mar 1, 2016
David Samuel GerkinWaddell & Reed otherPrivate Advisor Group, LLC otherOtherMar 3, 2016Mar 1, 2016
Lori Jane GalbraithWaddell & Reed otherOsaic Institutions, Inc. otherOtherFeb 29, 2016Mar 1, 2016
Justin Nicholas FrysWaddell & Reed otherE*Trade Capital Management, LLC otherOtherFeb 26, 2016Feb 25, 2016
Laurel Beth MannWaddell & Reed otherPurus Wealth Management, LLC otherOtherFeb 25, 2016Feb 16, 2016
Nycole Berlyn FreerWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherFeb 24, 2016Apr 11, 2016 (47 d)
Terrence C PorterWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 22, 2016Mar 16, 2016
Elizabeth Anne ChabinWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherFeb 22, 2016Apr 26, 2017 (429 d)
Michael PollockWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherFeb 11, 2016Feb 29, 2016
Christopher Thomas UrnessWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherFeb 6, 2016Feb 3, 2016
Mark Andrew FultonWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherFeb 6, 2016Mar 1, 2017 (389 d)
Brennan Everett ScheelWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherFeb 6, 2016May 20, 2016 (104 d)
Jerry Joe Van AusdleWaddell & Reed otherKms Financial Services, Inc otherOtherFeb 5, 2016Mar 16, 2016 (40 d)
Michael Andre TaylorWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 3, 2016Mar 10, 2016 (36 d)
Daniel Christopher MccalpinWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherFeb 3, 2016Mar 11, 2016 (37 d)
John Alexander KraniouWaddell & Reed otherCetera Investment Advisers LLC otherOtherFeb 1, 2016Jan 27, 2016
Cynthia Rene NagelWaddell & Reed otherCue Financial Group, Inc. otherOtherJan 27, 2016Mar 1, 2016 (34 d)
Kevin Michael HawleyWaddell & Reed otherAvondale Asset Management otherOtherJan 27, 2016Feb 8, 2016
William M MarshWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherJan 27, 2016Mar 29, 2016 (62 d)
Nathan RichardsWaddell & Reed otherStephens otherOtherJan 26, 2016Feb 17, 2016
Harris Lee KirschnerWaddell & Reed otherE*Trade Capital Management, LLC otherOtherJan 25, 2016Nov 6, 2017 (651 d)
Jacob Steven PiotraczkWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherJan 22, 2016Jan 13, 2016
Jonathan Key MenzerWaddell & Reed otherPnc Wealth Management otherOtherJan 21, 2016Jan 27, 2016
William Gregory DavidsonWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 15, 2016Mar 14, 2016 (59 d)
William Thomas RocheWaddell & Reed otherTd Ameritrade, Inc. no RAUMOtherJan 15, 2016Feb 16, 2016 (32 d)
Melvin Walter DansonWaddell & Reed otherBaring Financial LLC independent RIAOtherJan 13, 2016Jan 8, 2016
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