Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Daniel James PessagnoWaddell & Reed otherCadaret Grant & Co Inc otherOtherAug 18, 2015Aug 11, 2015
Mitchell ManningWaddell & Reed otherEdward Jones national BDOtherAug 14, 2015Aug 7, 2015
Fazel MostashariWaddell & Reed otherMostashar & Associates, Wealth Specialists unclassifiedOtherAug 13, 2015Jul 19, 2016 (341 d)
Paul Edward MalecWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherAug 13, 2015Jan 6, 2016 (146 d)
John Joseph CordeiroWaddell & Reed otherFinancial Advocates Investment Management otherOtherAug 12, 2015Jul 23, 2015
Joseph Michael GeronimoWaddell & Reed otherPnc Wealth Management otherOtherAug 11, 2015Oct 6, 2015 (56 d)
Terek WilsonWaddell & Reed otherAllstate Financial Advisors, LLC no RAUMOtherAug 7, 2015Aug 24, 2015
Andrew Ruthenberg LafontainWaddell & Reed otherPruco Securities, LLC otherOtherAug 4, 2015Aug 6, 2015
Peter Hedge KingWaddell & Reed otherRaymond James & Associates, Inc. national BDOtherJul 28, 2015Jul 27, 2015
Jody Green ZellnerWaddell & Reed otherJeffrey Matthews Advisory Group LLC no RAUMOtherJul 28, 2015Aug 5, 2015
Karl Byron KimeWaddell & Reed otherSimmons First Investment Group, Inc. otherOtherJul 27, 2015Oct 8, 2015 (73 d)
Taylor Marie JohnsonWaddell & Reed otherScottrade Investment Management otherOtherJul 24, 2015Jun 5, 2017 (682 d)
Angela Yvonne DennaWaddell & Reed otherFinancial Advocates Investment Management otherOtherJul 23, 2015Jul 23, 2015
Matthew Henry RiesenweberWaddell & Reed otherFinancial Advocates Investment Management otherOtherJul 23, 2015Jul 23, 2015
Matthew David WiserWaddell & Reed otherFinancial Advocates Investment Management otherOtherJul 23, 2015Jul 23, 2015
James Walter DimarcoWaddell & Reed otherFinancial Advocates Investment Management otherOtherJul 23, 2015Jul 24, 2015
Bryan Michael ReftWaddell & Reed otherPnc Wealth Management otherOtherJul 20, 2015Jan 22, 2016 (186 d)
Henry Albert DarnellWaddell & Reed otherPnc Wealth Management otherOtherJul 13, 2015Jul 28, 2015
Samuel Colton SharplesWaddell & Reed otherLPL Financial LLC otherOtherJul 8, 2015Jul 13, 2015
Emily Catherine BurdettWaddell & Reed otherMML Investors Services, LLC BD affiliatedOtherJul 7, 2015Jul 8, 2021 (2193 d)
Carey A DroznekWaddell & Reed otherMid Atlantic Financial Management, Inc. otherOtherJul 6, 2015Apr 15, 2016 (284 d)
John David CrawfordWaddell & Reed otherMorgan Stanley wirehouseOtherJul 1, 2015Aug 14, 2015 (44 d)
Burke DriscollWaddell & Reed otherConcourse Financial Group Advisors otherOtherJun 25, 2015Aug 18, 2015 (54 d)
Robert Grant HendricksonWaddell & Reed otherState Farm Investment Management Corp. asset managerOtherJun 25, 2015Aug 9, 2018 (1141 d)
Joel E MariusWaddell & Reed otherPrimerica Advisors national BDOtherJun 24, 2015Apr 27, 2017 (673 d)
Vanessa AldapeWaddell & Reed otherMsi Financial Services, Inc. otherOtherJun 24, 2015Jun 15, 2015
Ki Ho ShinWaddell & Reed otherMsi Financial Services, Inc. otherOtherJun 23, 2015Dec 1, 2016 (527 d)
Jackson MillerWaddell & Reed otherEdward Jones national BDOtherJun 10, 2015Jun 29, 2016 (385 d)
Salvador Barrales AbarcaWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJun 10, 2015Jun 9, 2015
Frank Joshua AlvarezWaddell & Reed otherLPL Financial LLC otherOtherJun 10, 2015Jun 16, 2015
Michael S DunavantWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 3, 2015Jul 10, 2015 (37 d)
Eneo Dhimiter DashiWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherMay 27, 2015Nov 6, 2015 (163 d)
Justin Michael GibsonWaddell & Reed otherWealthplan Partners otherOtherMay 12, 2015Apr 22, 2015
Antone Steven BulichWaddell & Reed otherProtected Investors Of America otherOtherMay 7, 2015May 1, 2015
Charles Nathan MeeksWaddell & Reed otherCetera Advisors LLC otherOtherMay 4, 2015Apr 29, 2015
Robert K RubyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 29, 2015Apr 27, 2015
Curtis Lynn KruegerWaddell & Reed otherWealthplan Partners otherOtherApr 27, 2015Apr 22, 2015
Joel Timothy WingWaddell & Reed otherWealthplan Partners otherOtherApr 27, 2015Apr 22, 2015
John Andrew StewartWaddell & Reed otherMorgan Stanley wirehouseOtherApr 27, 2015Apr 27, 2015
Joseph Furman BishopWaddell & Reed otherCurian Capital, LLC otherOtherApr 27, 2015May 6, 2015
Andrew H FallaWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 23, 2015Apr 14, 2015
Aaron Lynn SuriffWaddell & Reed otherMorgan Stanley wirehouseOtherApr 20, 2015Apr 13, 2015
Skylar Wayne SmithWaddell & Reed otherCetera Investment Advisers LLC otherOtherApr 17, 2015May 14, 2015
Elizabeth Ann ReillyWaddell & Reed otherHorace Mann Investors, Inc. no RAUMOtherApr 15, 2015May 27, 2015 (42 d)
Steven LeeWaddell & Reed otherLPL Financial LLC otherOtherApr 13, 2015May 21, 2015 (38 d)
Jered Roger HuntWaddell & Reed otherPruco Securities, LLC otherOtherApr 7, 2015Jan 12, 2016 (280 d)
Steven Chappelear KennyWaddell & Reed otherPnc Wealth Management otherOtherApr 1, 2015Apr 8, 2015
James Gerald LewisWaddell & Reed otherEquitable Advisors, LLC national BDOtherMar 26, 2015Apr 7, 2015
Jeremy Benjamin KohnWaddell & Reed otherAdvice And Planning Services BD affiliatedOtherMar 24, 2015Feb 17, 2025 (3618 d)
John Parnell RonanWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherMar 23, 2015Mar 27, 2015
Paul Edward NovakWaddell & Reed otherT2 Asset Management, LLC independent RIAOtherMar 19, 2015Mar 11, 2015
Alexander Israel BehmWaddell & Reed otherPrecision Fiduciary Partners, LLC institutionalOtherMar 19, 2015Dec 9, 2025 (3918 d)
Brian J WebbWaddell & Reed otherMML Investors Services, LLC otherOtherMar 11, 2015May 12, 2015 (62 d)
Michael Jay MilasWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherMar 6, 2015Mar 11, 2015
Matthew OrianWaddell & Reed otherBancwest Investment Services, Inc. (Bwis) otherOtherMar 4, 2015May 13, 2015 (70 d)
Christopher John HuhmanWaddell & Reed otherEdward Jones national BDOtherMar 3, 2015Feb 23, 2015
Christine Renee LangWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherFeb 27, 2015Feb 20, 2015
Heather May LyleWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherFeb 27, 2015Feb 20, 2015
Dustin Mabry McwhirterWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherFeb 27, 2015Feb 20, 2015
Ehren Gabriel FeldmeyerWaddell & Reed otherCetera Investment Advisers LLC otherOtherFeb 26, 2015Mar 3, 2015
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