Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Leslie Cameron FinnWaddell & Reed otherQuest Capital Strategies, Inc. otherOtherFeb 11, 2014Jun 13, 2014 (122 d)
Karen DalmauWaddell & Reed otherMorgan Stanley wirehouseOtherFeb 11, 2014Apr 9, 2014 (57 d)
Richard Mark BerquistWaddell & Reed otherInvestors Financial Group otherOtherFeb 10, 2014Jan 31, 2014
Danielle EdwardsWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherFeb 4, 2014Apr 18, 2014 (73 d)
Jennifer Galindo KingWaddell & Reed otherBb&T Investment Services, Inc. no RAUMOtherJan 30, 2014Jul 22, 2014 (173 d)
Jason Glen ReevesWaddell & Reed otherSummit Financial Group Inc otherOtherJan 28, 2014Jan 21, 2014
Mark RepasyWaddell & Reed otherEquitable Advisors, LLC national BDOtherJan 28, 2014Aug 20, 2014 (204 d)
Ryan OsborneWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 23, 2014Feb 5, 2014
Hollie R HuntWaddell & Reed otherNorthwestern Mutual Investment Services,LLC otherOtherJan 21, 2014Feb 18, 2014
Richard William SinoradzkiWaddell & Reed otherMorgan Stanley wirehouseOtherJan 17, 2014Apr 8, 2014 (81 d)
Michael Raymond SturmWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 15, 2014Oct 13, 2014 (271 d)
Ralph David JanitellWaddell & Reed other1st Consumer Advisory Group LLC no RAUMOtherJan 13, 2014Jan 9, 2014
Darrell Randolph ManningWaddell & Reed otherPrincipal Securities, Inc. otherOtherJan 9, 2014Jan 13, 2014
Scott Wayne SorensonWaddell & Reed otherNew England Securities Corporation otherOtherJan 9, 2014Jan 23, 2014
Nicholas Ronald VailWaddell & Reed otherSecurities America Advisors, Inc. otherOtherDec 23, 2013Dec 20, 2013
Travis Michael HarpWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherDec 23, 2013Dec 24, 2013
Leonard Gerald SimonWaddell & Reed otherMML Investors Services, LLC otherOtherDec 17, 2013Mar 5, 2014 (78 d)
Brian Daniel WheelerWaddell & Reed otherMML Investors Services, LLC otherOtherDec 17, 2013Mar 5, 2014 (78 d)
Eric Jose MedinaWaddell & Reed otherTradingblock unclassifiedOtherDec 16, 2013Dec 2, 2013
Jonathan Glenn StearsWaddell & Reed otherState Farm Investment Management Corp. asset managerOtherDec 13, 2013Dec 24, 2025 (4394 d)
Kevin Grant NicholsWaddell & Reed otherLPL Financial LLC otherOtherDec 13, 2013Dec 9, 2013
Laurie Ann Ellis-McleodWaddell & Reed otherBfc Planning, Inc. otherOtherDec 12, 2013Dec 10, 2013
Jarrett Dominic ApaWaddell & Reed otherLPL Financial LLC otherOtherDec 6, 2013Dec 6, 2013
Jeff KantorWaddell & Reed otherTradingblock unclassifiedOtherDec 4, 2013Dec 2, 2013
Joshua Paul BowenWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherDec 2, 2013Nov 25, 2013
David Bruce MorrisonWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherNov 22, 2013Nov 8, 2013
Michael Joseph FerakWaddell & Reed otherSii Investments, Inc. otherOtherNov 22, 2013Jan 2, 2014 (41 d)
Charles Marion FettersWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherNov 20, 2013Nov 15, 2013
Andrea Lee WolfeWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherNov 20, 2013Nov 15, 2013
Daniela AljawadWaddell & Reed otherInvestors Capital Advisory otherOtherNov 20, 2013Mar 4, 2014 (104 d)
Jarrod A JamesWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherNov 19, 2013Aug 19, 2014 (273 d)
William Sands JrWaddell & Reed otherSantander Securities otherOtherNov 14, 2013Dec 2, 2013
Christopher Alan SwansonWaddell & Reed otherLPL Financial LLC otherOtherNov 12, 2013Nov 4, 2013
Melinda B DixonWaddell & Reed otherCetera Investment Advisers LLC BD affiliatedOtherNov 11, 2013Mar 21, 2024 (3783 d)
Charles ClemonsWaddell & Reed otherEvergreen Capital Management Inc state registeredOtherNov 11, 2013Nov 7, 2013
Kevin R ConnollyWaddell & Reed otherBuffalo First Wealth Management, LLC independent RIAOtherNov 5, 2013Jun 6, 2021 (2770 d)
Clifford Eugene BreedenWaddell & Reed otherD.A. Davidson & Co. otherOtherNov 5, 2013Feb 18, 2014 (105 d)
John Hanby FoardWaddell & Reed otherGlobal Financial Private Capital, Inc. otherOtherNov 4, 2013Nov 21, 2013
John Wesley HollerWaddell & Reed otherLPL Financial LLC otherOtherNov 1, 2013Oct 31, 2013
William Ray JohnsonWaddell & Reed otherSagepoint Financial, Inc. otherOtherNov 1, 2013Oct 30, 2013
David Wayne PlouseWaddell & Reed otherLPL Financial LLC otherOtherNov 1, 2013Nov 1, 2013
Karma ShahinWaddell & Reed otherHsbc Securities (USA) Inc. otherOtherOct 30, 2013Nov 7, 2013
Jeffrey Dean HrabeWaddell & Reed otherBok Financial Advisors otherOtherOct 29, 2013Nov 1, 2013
Seth Aaron WeilWaddell & Reed otherCetera Investment Advisers LLC BD affiliatedOtherOct 25, 2013Jun 29, 2023 (3534 d)
William Ralph SnodgrassWaddell & Reed otherSagepoint Financial, Inc. otherOtherOct 25, 2013Oct 30, 2013
Stephen Edward RischallWaddell & Reed otherSagepoint Financial, Inc. otherOtherOct 25, 2013Oct 28, 2013
William Clifford FraleyWaddell & Reed otherBb&T Investment Services, Inc. no RAUMOtherOct 23, 2013Oct 22, 2013
Matthew Bernard HaushalterWaddell & Reed otherConcourse Financial Group Advisors otherOtherOct 23, 2013Oct 22, 2013
Brian Alexander ParmeleeWaddell & Reed otherMsi Financial Services, Inc. otherOtherOct 22, 2013Jan 14, 2014 (84 d)
Thomas Russell PargettWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherOct 17, 2013Nov 19, 2013 (33 d)
Laurel Marie LeeWaddell & Reed otherJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherOct 16, 2013Oct 17, 2013
Christopher Gerard SmileyWaddell & Reed otherValic Financial Advisors, Inc. otherOtherOct 16, 2013May 6, 2014 (202 d)
Jeffrey WheelerWaddell & Reed otherEagle Strategies LLC otherOtherOct 10, 2013Oct 2, 2014 (357 d)
Joseph Richard GertieWaddell & Reed otherGirard Securities, Inc. otherOtherOct 9, 2013Oct 2, 2013
Jill A DaileyWaddell & Reed otherPnc Wealth Management otherOtherOct 9, 2013Nov 4, 2013
Kevin Thomas BurnettWaddell & Reed otherWells Fargo Advisors wirehouseOtherOct 7, 2013May 6, 2015 (576 d)
Alexis Ann CannonWaddell & Reed otherLPL Financial LLC otherOtherOct 2, 2013Feb 21, 2014 (142 d)
Patrick D CollinsWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherSep 19, 2013Sep 13, 2013
Tyler Gene SamuelsWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 17, 2013Sep 16, 2013
Matt Joseph StadelmanWaddell & Reed otherSagepoint Financial, Inc. otherOtherSep 16, 2013Oct 16, 2013
Page 21 of 42PreviousNext