Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Josiah Lee QuickWaddell & Reed otherStrategic Advisers LLC national BDOtherJan 12, 2016Jan 26, 2016
James J KarabasWaddell & Reed otherEmbree Financial Group otherOtherJan 11, 2016Mar 4, 2016 (53 d)
Cameron Austin ByrdWaddell & Reed otherSaxony Capital Management, LLC otherOtherJan 7, 2016Jan 5, 2016
Emmanuel RojasWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherJan 7, 2016Sep 16, 2016 (253 d)
Stephen Scott HallWaddell & Reed otherIntegrated Advisors Network LLC otherOtherJan 6, 2016Jan 5, 2017 (365 d)
Benjamin HopperWaddell & Reed otherKey Investment Services LLC otherOtherDec 31, 2015May 15, 2017 (501 d)
Ryan Joseph GigousWaddell & Reed otherSecurities America Advisors, Inc. otherOtherDec 28, 2015Dec 16, 2015
Claire Elizabeth ShinholserWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherDec 23, 2015Mar 7, 2016 (75 d)
Christopher Ludvik SemrodWaddell & Reed otherStrategic Wealth Planning otherOtherDec 21, 2015Dec 22, 2016 (367 d)
Michael Dean BubaloWaddell & Reed otherEdward Jones national BDOtherDec 14, 2015Dec 21, 2015
Colton Kidner SmithWaddell & Reed otherWells Fargo Advisors wirehouseOtherDec 11, 2015Nov 30, 2021 (2181 d)
David William BushWaddell & Reed otherSearcy Financial Services, Inc. otherOtherDec 10, 2015Dec 1, 2015
Jason James RenskersWaddell & Reed otherAllstate Financial Advisors, LLC no RAUMOtherDec 8, 2015Mar 15, 2016 (98 d)
J Todd KeffuryWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherDec 3, 2015Feb 24, 2016 (83 d)
Rosh K MangalatWaddell & Reed otherVanguard Advisers, Inc. otherOtherDec 1, 2015Dec 3, 2015
Christopher DateWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 1, 2015Jan 26, 2016 (56 d)
Timothy Theodore PicciottWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherNov 30, 2015Nov 18, 2015
Sean Michael CurtisWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 24, 2015Apr 27, 2016 (155 d)
Thomas Charles MartinWaddell & Reed otherClear Path Financial Planning unclassifiedOtherNov 24, 2015Jan 11, 2016 (48 d)
Daniel Erik MilksWaddell & Reed otherWells Fargo Advisors wirehouseOtherNov 24, 2015Nov 16, 2015
Blake Kenneth MeersWaddell & Reed otherEdward Jones national BDOtherNov 23, 2015Jan 22, 2016 (60 d)
Wayne Tai SlappyWaddell & Reed otherSteelpeak Wealth, LLC otherOtherNov 20, 2015Nov 13, 2015
Dennis Shane TrippWaddell & Reed otherPruco Securities, LLC otherOtherNov 17, 2015Nov 23, 2015
Daniel Frank TrerotolaWaddell & Reed otherLPL Financial LLC otherOtherNov 17, 2015Nov 11, 2015
Antonio Demerio JenkinsWaddell & Reed otherPark Avenue Securities LLC otherOtherNov 16, 2015Nov 19, 2015
Maria Nancy MelecioWaddell & Reed otherAlpha Wealth Management, LLC otherOtherNov 13, 2015Nov 9, 2015
Rikki Jr FosterWaddell & Reed otherQuestar Asset Management, Inc. otherOtherNov 10, 2015Nov 2, 2015
Nolan W PowersWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherNov 9, 2015Oct 23, 2015
Jeremy Frank LewisWaddell & Reed otherFinancial Advocates Investment Management otherOtherNov 4, 2015Oct 26, 2015
Noelle Yvonne SeippWaddell & Reed otherFinancial Advocates Investment Management otherOtherNov 4, 2015Nov 17, 2015
Benjamin Kohls ChaseWaddell & Reed otherFinancial Advocates Investment Management otherOtherNov 4, 2015Oct 26, 2015
Jared Alan PowellWaddell & Reed otherWestern Wealth Management LLC otherOtherOct 31, 2015Oct 26, 2015
Rebecca Elizabeth RuaneWaddell & Reed otherWestern Wealth Management LLC otherOtherOct 31, 2015Jul 18, 2016 (261 d)
Patrick Allen KentWaddell & Reed otherWestern Wealth Management LLC otherOtherOct 31, 2015Oct 29, 2015
Katherine Marie GriffinWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherOct 28, 2015Dec 2, 2015 (35 d)
Evin Ward LantzWaddell & Reed otherFirst Heartland Consultants, Inc. otherOtherOct 23, 2015Oct 23, 2015
Christopher InthavongWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 19, 2015Mar 29, 2017 (527 d)
Cheryl Jean KnightWaddell & Reed otherAdvice And Planning Services BD affiliatedOtherOct 9, 2015Oct 3, 2022 (2551 d)
Joseph Tanner TempletonWaddell & Reed otherLPL Financial LLC otherOtherOct 8, 2015Nov 4, 2015
Scott Alexander WatsonWaddell & Reed otherTownsend otherOtherOct 8, 2015Nov 5, 2015
Michael Darnell PorterWaddell & Reed otherMML Investors Services, LLC BD affiliatedOtherOct 6, 2015Jul 5, 2018 (1003 d)
Manuel ReynosoWaddell & Reed otherMsi Financial Services, Inc. otherOtherOct 6, 2015Oct 1, 2015
Walker Winfree PhillipsWaddell & Reed otherPalladium Registered Investment Advisors otherOtherOct 5, 2015Oct 8, 2015
Diahanna Marie VallentineWaddell & Reed otherLPL Financial LLC independent RIAOtherOct 1, 2015Feb 6, 2019 (1224 d)
Christopher S SpearWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherSep 30, 2015Jan 11, 2016 (103 d)
Benjamin Neil HawkinsWaddell & Reed otherSecurities America Advisors, Inc. otherOtherSep 26, 2015Sep 14, 2015
Sean Thomas FlahertyWaddell & Reed otherPnc Wealth Management otherOtherSep 19, 2015Oct 1, 2015
Edward Walter MorrisseyWaddell & Reed otherLPL Financial LLC otherOtherSep 17, 2015Sep 28, 2015
Garret James HolleranWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 16, 2015Oct 19, 2015 (33 d)
Chase Alexander KulczakWaddell & Reed otherValic Financial Advisors, Inc. otherOtherSep 15, 2015Sep 21, 2015
Aaron W HollisterWaddell & Reed otherRaymond James & Associates, Inc. national BDOtherSep 9, 2015Sep 2, 2015
Devaron Maurius YatesWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherSep 8, 2015Sep 21, 2015
Robert Joseph SullivanWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 28, 2015Sep 10, 2015
Charles Sebastian ClaussenWaddell & Reed otherPruco Securities, LLC otherOtherAug 28, 2015Sep 22, 2015
Karl Gregory SalocksWaddell & Reed otherPrincipal Securities, Inc. otherOtherAug 27, 2015Nov 3, 2015 (68 d)
Donna Lynn TildenWaddell & Reed otherPrincipal Securities, Inc. otherOtherAug 25, 2015Sep 10, 2015
Tyler Roy ScottWaddell & Reed otherProfessional Investment Management Services, Pllc otherOtherAug 24, 2015Oct 16, 2015 (53 d)
Joseph Wayne HladikWaddell & Reed otherEquitable Advisors, LLC national BDOtherAug 22, 2015Aug 21, 2015
Craig Timothy CharltonWaddell & Reed otherPruco Securities, LLC otherOtherAug 19, 2015Nov 6, 2015 (79 d)
Richard Thomas FergusonWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 19, 2015Sep 23, 2015 (35 d)
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