Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Miralem CecunjaninWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherAug 20, 2014Aug 19, 2014
Jacob Alan MossWaddell & Reed otherUnited Capital Management Of Kansas, Inc. otherOtherAug 19, 2014Feb 11, 2015 (176 d)
James John FitzgibbonWaddell & Reed otherRaymond James & Associates, Inc. national BDOtherAug 18, 2014Nov 1, 2023 (3362 d)
Richard Dean MitchellWaddell & Reed otherLPL Financial LLC otherOtherAug 13, 2014Aug 28, 2014
Tara Jean ShowalterWaddell & Reed otherSagepoint Financial, Inc. otherOtherAug 13, 2014Oct 1, 2014 (49 d)
Charles Burch JrWaddell & Reed otherAvantax Advisory Services otherOtherAug 12, 2014Aug 1, 2014
Kenneth Ray CalcuttWaddell & Reed otherGood Life Advisors, LLC no RAUMOtherAug 8, 2014Aug 13, 2014
Clarissa PesqueiraWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherAug 6, 2014Jun 29, 2016 (693 d)
Julie Joyce RiemerWaddell & Reed otherLPL Financial LLC otherOtherAug 4, 2014Aug 13, 2014
Beth Lipman WestburgWaddell & Reed otherGood Life Advisors, LLC no RAUMOtherJul 31, 2014Jul 24, 2014
John Matthew EyenWaddell & Reed otherBerthel Fisher & Company Financial Services, Inc. otherOtherJul 31, 2014Jul 19, 2016 (719 d)
Joseph Gilbert SchaeferWaddell & Reed otherPruco Securities, LLC otherOtherJul 30, 2014Aug 20, 2014
Laurie LipmanWaddell & Reed otherGood Life Advisors, LLC no RAUMOtherJul 29, 2014Jul 24, 2014
Jonathan Brad UnderkoflerWaddell & Reed otherAlliancebernstein L.P. otherOtherJul 28, 2014Aug 8, 2018 (1472 d)
Todd James MontalboWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJul 28, 2014Jul 25, 2014
Joseph Darrel ZeislerWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJul 28, 2014Jul 29, 2014
James Kenneth ViersWaddell & Reed otherMariner BD affiliatedOtherJul 25, 2014Feb 19, 2020 (2035 d)
William Ryan ReedWaddell & Reed otherJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherJul 25, 2014Sep 22, 2014 (59 d)
Nicholas R FlatnessWaddell & Reed otherMsi Financial Services, Inc. otherOtherJul 22, 2014Aug 12, 2014
Boyce Michael ChastainWaddell & Reed otherWells Fargo Advisors wirehouseOtherJul 21, 2014Jul 21, 2014
Benjamin KlundtWaddell & Reed otherTen Capital Wealth Advisors, LLC otherOtherJul 16, 2014Jul 17, 2014
Jonathan Edward KahrsWaddell & Reed otherInteractive Wealth Advisors state registeredOtherJul 7, 2014Oct 7, 2014 (92 d)
Jonathan David BaetyWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJul 2, 2014Jul 7, 2014
Earl Bernard RideauWaddell & Reed otherLake Avenue Financial, LLC unclassifiedOtherJul 1, 2014Jul 15, 2014
Amy Lynn MooreWaddell & Reed otherLPL Financial LLC otherOtherJun 30, 2014Nov 3, 2014 (126 d)
Eric Geoffrey PetersenWaddell & Reed otherBellingham Capital independent RIAOtherJun 30, 2014Jun 27, 2014
Timothy D JansenWaddell & Reed otherOnedigital otherOtherJun 23, 2014Jun 27, 2014
Michael Francis LawWaddell & Reed otherPrivate Advisor Group, LLC otherOtherJun 19, 2014Jun 16, 2014
Michael Todd EckholdtWaddell & Reed otherCetera Advisor Networks LLC otherOtherJun 13, 2014Jul 8, 2014
Julie Ann HuppWaddell & Reed otherHighpoint Advisor Group, LLC otherOtherJun 12, 2014Jun 2, 2014
Tamara Toshia UribeWaddell & Reed otherEdward Jones national BDOtherJun 9, 2014Jun 10, 2014
Jesus Alberto SotoWaddell & Reed otherBancwest Investment Services, Inc. (Bwis) otherOtherMay 30, 2014May 28, 2014
Robert James YelenovskyWaddell & Reed otherFragasso Financial Advisors otherOtherMay 29, 2014Jan 29, 2015 (245 d)
Jared Dennis DeboerWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMay 28, 2014Jun 3, 2015 (371 d)
Gregory Daniel BrumaginWaddell & Reed otherOsaic Fa, Inc. otherOtherMay 20, 2014May 12, 2014
Daniel Hilario BarajasWaddell & Reed otherQuest Capital Strategies, Inc. otherOtherMay 15, 2014Apr 18, 2016 (704 d)
Benjamin Garrett PriceWaddell & Reed otherFas Wealth Partners, Inc. otherOtherMay 15, 2014Jun 27, 2014 (43 d)
Robert Kevin KlareWaddell & Reed otherTruist Advisory Services, Inc. no RAUMOtherMay 12, 2014Nov 16, 2016 (919 d)
Cory John DawkinsWaddell & Reed otherOsaic Fs, Inc. otherOtherMay 9, 2014May 2, 2014
Mark Phillip AlcornWaddell & Reed otherDiversified Wealth Management Solutions, LLC state registeredOtherMay 8, 2014May 12, 2014
Saeed Abdulla SulaimanWaddell & Reed otherWells Fargo Advisors wirehouseOtherMay 7, 2014Jun 13, 2014 (37 d)
Scott Douglas CoveyWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherMay 6, 2014May 20, 2014
Richard Lloyd DaveyWaddell & Reed otherMarin Wealth Advisors LLC independent RIAOtherMay 1, 2014Apr 24, 2014
Allen Clifford DembskiWaddell & Reed otherBuffalo First Wealth Management, LLC independent RIAOtherApr 28, 2014Jun 6, 2021 (2596 d)
Joshua Eugene LandWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherApr 24, 2014Jun 16, 2014 (53 d)
Jason Lon SmithWaddell & Reed otherFirst Brokerage America, L.L.C. unclassifiedOtherApr 15, 2014Apr 7, 2014
Brian Jacob WellsWaddell & Reed otherCetera Advisor Networks LLC otherOtherApr 14, 2014Apr 2, 2014
Timothy Ryan BoyleWaddell & Reed otherCetera Advisors LLC otherOtherApr 11, 2014Apr 14, 2014
James Francis ConnellyWaddell & Reed otherVsr Advisory Services otherOtherApr 8, 2014Apr 7, 2014
William Joseph MillicoWaddell & Reed otherGlobal Retirement Partners LLC otherOtherApr 4, 2014Nov 12, 2014 (222 d)
Matthew Jon VickersWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherMar 28, 2014Jun 3, 2014 (67 d)
Charles David AppletonWaddell & Reed otherCetera Investment Advisers LLC BD affiliatedOtherMar 24, 2014Mar 21, 2024 (3650 d)
Rositsa Angelova EsenbergWaddell & Reed otherNuance Investments, LLC otherOtherMar 10, 2014Jan 7, 2015 (303 d)
Thomas Allan MillerWaddell & Reed otherInvestors Financial Group otherOtherMar 6, 2014Feb 28, 2014
David Michael PolkinghornWaddell & Reed otherAmuni Financial, Inc. independent RIAOtherMar 3, 2014Mar 27, 2020 (2216 d)
Jeremy CommeretWaddell & Reed otherIndependent Financial Partners otherOtherFeb 27, 2014Feb 20, 2014
Michael Thomas LuchtenburgWaddell & Reed otherQuest Capital Strategies, Inc. otherOtherFeb 19, 2014Mar 6, 2014
Joseph David DezielWaddell & Reed otherTd Ameritrade Investment Management, LLC otherOtherFeb 19, 2014Mar 6, 2015 (380 d)
Michael Robert BelgardWaddell & Reed otherAligned Advisors state registeredOtherFeb 14, 2014Oct 2, 2024 (3883 d)
Karie Jean KluesnerWaddell & Reed otherMorgan Stanley wirehouseOtherFeb 12, 2014Jan 22, 2016 (709 d)
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