Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Steven Michael MurrayWaddell & Reed otherEdelman Financial Engines otherOtherFeb 24, 2015Mar 16, 2015
Christina Sue HakeWaddell & Reed otherAlexander Labrunerie & Co., Inc. otherOtherFeb 23, 2015Feb 19, 2015
Nathaniel John LouderbackWaddell & Reed otherSecurities America Advisors, Inc. otherOtherFeb 23, 2015Mar 4, 2015
Damian William LockhartWaddell & Reed otherMorgan Stanley wirehouseOtherFeb 23, 2015Feb 23, 2015
Lars Lael RaganWaddell & Reed otherIndependent Financial Group, LLC otherOtherFeb 18, 2015Feb 27, 2015
Robert Dale AndersonWaddell & Reed otherPnc Wealth Management otherOtherFeb 17, 2015Mar 13, 2015
Shane Liko-Masanobu MooreWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherFeb 13, 2015Mar 26, 2015 (41 d)
Brett Alan BeckerWaddell & Reed otherInsight Securities, Inc. otherOtherFeb 13, 2015Mar 23, 2015 (38 d)
George TaylorWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 12, 2015May 13, 2015 (90 d)
Mark Christopher LarsenWaddell & Reed otherPurus Wealth Management, LLC no RAUMOtherFeb 5, 2015Jan 26, 2015
John Don MorrealeWaddell & Reed otherPurus Wealth Management, LLC no RAUMOtherFeb 5, 2015Jan 26, 2015
Laura Elizabeth SillenWaddell & Reed otherPurus Wealth Management, LLC no RAUMOtherFeb 5, 2015Jan 26, 2015
Lauren Ashley RiveraWaddell & Reed otherPurus Wealth Management, LLC no RAUMOtherFeb 4, 2015Jan 27, 2015
Samuel William GaudioWaddell & Reed otherGood Life Advisors, LLC otherOtherJan 29, 2015May 15, 2015 (106 d)
Ryan Robert NaakeWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 29, 2015Mar 5, 2015 (35 d)
Brandon Stephen CampbellWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJan 29, 2015Jan 21, 2015
Monte Michael MeierWaddell & Reed otherLPL Financial LLC otherOtherJan 26, 2015Feb 25, 2015
Preston J EnglundWaddell & Reed otherOnedigital otherOtherJan 23, 2015Jan 28, 2015
Chad Wayne HansenWaddell & Reed otherBancwest Investment Services, Inc. (Bwis) otherOtherJan 14, 2015Jan 26, 2015
Robert Colin LairdWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherJan 13, 2015Apr 3, 2015 (80 d)
Curtis E HughesWaddell & Reed otherH. Beck, Inc. otherOtherJan 9, 2015Apr 28, 2015 (109 d)
Brad Nathaniel RohdeWaddell & Reed otherStrategic Advisers LLC national BDOtherJan 7, 2015Mar 4, 2015 (56 d)
Louis Numa DecuirWaddell & Reed otherSecurities America Advisors, Inc. otherOtherJan 6, 2015Dec 24, 2014
Ashley Reyes Anne PribbleWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherJan 6, 2015Jan 13, 2015
Laura Patricia SwansonWaddell & Reed otherFourstar Wealth Advisors, LLC otherOtherDec 31, 2014Jul 6, 2015 (187 d)
John Charles StoneWaddell & Reed otherTrustmont Advisory Group, Inc. otherOtherDec 31, 2014Jan 6, 2015
Steven JablonskiWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherDec 23, 2014Dec 24, 2014
Massimo MioniWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 19, 2014Feb 27, 2015 (70 d)
Timothy Richard GoldWaddell & Reed otherWells Fargo Advisors wirehouseOtherDec 16, 2014Dec 8, 2014
Christopher Scott OhlertWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherDec 16, 2014Dec 10, 2014
Jennifer Kay SperryWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 15, 2014Dec 8, 2014
Steve Chong Young KimWaddell & Reed otherGradient Wealth Management no RAUMOtherDec 10, 2014Feb 17, 2015 (69 d)
Daniel Alan SellersWaddell & Reed otherEdward Jones national BDOtherDec 10, 2014Dec 5, 2014
Bradley Clifton BatesWaddell & Reed otherNext Financial Group, Inc. otherOtherDec 9, 2014Dec 3, 2014
Danial James VerhaalenWaddell & Reed otherHackett Financial Group, LLC independent RIAOtherDec 2, 2014Jun 25, 2015 (205 d)
Tiffany Elizabeth ClarkWaddell & Reed otherScottrade Investment Management otherOtherNov 25, 2014Apr 14, 2015 (140 d)
Robert Alexander PelosoWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 25, 2014Mar 28, 2016 (489 d)
Quentin Leroy RobbWaddell & Reed otherUnited Capital Financial Advisors otherOtherNov 24, 2014Nov 14, 2014
Robert BenderWaddell & Reed otherBancwest Investment Services, Inc. (Bwis) otherOtherNov 24, 2014Nov 18, 2014
Scott Bradley WilsonWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherNov 19, 2014Nov 10, 2014
Richard Jon CerrutiWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherNov 19, 2014Nov 12, 2014
Glen Allen MaleriWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherNov 18, 2014Nov 18, 2014
Charles P FloeckherWaddell & Reed otherEagle Strategies LLC otherOtherNov 18, 2014Sep 12, 2016 (664 d)
Nicholas Paul MitchellWaddell & Reed otherHbw Advisory Services LLC otherOtherNov 13, 2014Nov 18, 2014
Akram Anouar TadlaouiWaddell & Reed otherAlpha Wealth Management, LLC otherOtherNov 11, 2014Nov 6, 2014
Brandon John ValentineWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherNov 5, 2014Nov 12, 2014
Bonnie Lee LarsenWaddell & Reed otherPurus Wealth Management, LLC no RAUMOtherNov 4, 2014Jan 26, 2015 (83 d)
Roger Elias SaleebyWaddell & Reed otherMorgan Stanley wirehouseOtherOct 29, 2014Nov 17, 2014
James Richard LoweWaddell & Reed otherOsaic Fs, Inc. otherOtherOct 27, 2014Nov 7, 2014
Tucker Frederick DooleyWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherOct 21, 2014Apr 25, 2016 (552 d)
Gregg Julian WallerWaddell & Reed otherSagepoint Financial, Inc. otherOtherOct 15, 2014Nov 17, 2014 (33 d)
Caitlyn CreedWaddell & Reed otherWells Fargo Advisors wirehouseOtherOct 10, 2014Oct 17, 2014
Robert Matthew MeredithWaddell & Reed otherCapital One Advisors, LLC no RAUMOtherOct 7, 2014Apr 14, 2015 (189 d)
Christopher Andrew BarberiniWaddell & Reed otherGlobal Financial Private Capital, Inc. otherOtherSep 29, 2014Sep 30, 2014
Jennifer Joy NavaWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 26, 2014Jan 27, 2015 (123 d)
Jon Stuart ReadWaddell & Reed otherAdvice And Planning Services otherOtherSep 22, 2014Oct 9, 2014
Robert Michael Stewart MenziesWaddell & Reed otherPembroke Asset Advisors, LLC state registeredOtherSep 11, 2014Sep 30, 2014
Donald Wayne StanleyWaddell & Reed otherStrategic Advisers LLC national BDOtherSep 9, 2014Sep 15, 2014
Edward Christian MathewsWaddell & Reed otherEmpower Advisory Group, LLC otherOtherSep 2, 2014Feb 1, 2016 (517 d)
David C SwanWaddell & Reed otherMariner Wealth Advisors otherOtherAug 21, 2014Sep 8, 2014
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