DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Lance Aaron WexlerWaddell & Reed otherNexus Wealth Advisors, LLC no RAUMOtherSep 12, 2013Aug 30, 2013
Abraham Rawley OtoupalWaddell & Reed otherD.A. Davidson & Co. otherOtherSep 10, 2013Sep 3, 2013
Don Robert GuessWaddell & Reed otherCalton & Associates, Inc. otherOtherSep 5, 2013Oct 3, 2013
Jeffrey Jon ZimmerWaddell & Reed otherLPL Financial LLC otherOtherSep 3, 2013Sep 23, 2013
Jonathan Dane GrantWaddell & Reed otherWells Fargo Advisors wirehouseOtherAug 29, 2013Nov 5, 2013 (68 d)
Roland Darryl BerryWaddell & Reed otherValic Financial Advisors, Inc. otherOtherAug 27, 2013Oct 28, 2013 (62 d)
Graham Scott MillerWaddell & Reed otherCommonwealth Financial Network national BDOtherAug 27, 2013Sep 6, 2013
Katherine E OlsonWaddell & Reed otherAusdal Financial Partners, Inc. otherOtherAug 26, 2013Mar 23, 2015 (574 d)
Timothy Filipe LourencoWaddell & Reed otherPrincipal Securities, Inc. otherOtherAug 26, 2013Oct 24, 2013 (59 d)
Erica Jean CortezWaddell & Reed otherValic Financial Advisors, Inc. otherOtherAug 22, 2013Aug 22, 2013
Matthew ParkerWaddell & Reed otherValic Financial Advisors, Inc. otherOtherAug 22, 2013Sep 30, 2013 (39 d)
Hardit Narayan ChaudharyWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherAug 9, 2013Aug 6, 2013
Michael Paul FoltmerWaddell & Reed otherVanguard Advisers, Inc. BD affiliatedOtherJul 30, 2013Jan 14, 2026 (4551 d)
Jason Lee MccalebWaddell & Reed otherPrivate Advisor Group, LLC otherOtherJul 29, 2013Aug 5, 2013
Antonio Gregorio ScalettiWaddell & Reed otherMML Investors Services, LLC otherOtherJul 24, 2013Mar 18, 2015 (602 d)
Patrick Brian DevlinWaddell & Reed otherLPL Financial LLC BD affiliatedOtherJul 22, 2013Aug 17, 2023 (3678 d)
Christopher Anthony RondinelliWaddell & Reed otherPrivate Advisor Group, LLC otherOtherJul 22, 2013Jul 22, 2013
Tanja KrakovicWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 12, 2013Jul 24, 2013
Damon B. HopkinsWaddell & Reed otherMorgan Stanley wirehouseOtherJul 10, 2013Oct 9, 2013 (91 d)
Gerald Eric HagmanWaddell & Reed otherInvest Financial Corporation otherOtherJul 8, 2013Mar 17, 2014 (252 d)
Jonathan Paul LaventureWaddell & Reed otherLPL Financial LLC otherOtherJul 2, 2013Jul 1, 2013
Blake H FreemanWaddell & Reed otherMorgan Stanley wirehouseOtherJun 24, 2013Jul 1, 2013
Andrew GrabatoWaddell & Reed otherMorgan Stanley wirehouseOtherJun 20, 2013Jun 25, 2013
Richard ChenWaddell & Reed otherCitigroup Global Markets Inc. otherOtherJun 20, 2013Jun 12, 2013
David Lee BryantWaddell & Reed otherLPL Financial LLC otherOtherJun 6, 2013Jun 17, 2013
Audrey Sabine HirstWaddell & Reed otherPrimerica Advisors national BDOtherJun 6, 2013Oct 28, 2015 (874 d)
Erich James ZielonkaWaddell & Reed other1st Global Advisors Inc otherOtherJun 5, 2013May 30, 2013
Gregory Scott LatiniWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherJun 4, 2013Jun 7, 2013
Bruce Edward BosWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherJun 3, 2013Sep 17, 2013 (106 d)
Kyle Andrew WrightWaddell & Reed otherMorgan Stanley wirehouseOtherMay 30, 2013Jun 25, 2013
Shaun Douglas KardellWaddell & Reed otherOrion Portfolio Solutions, LLC independent RIAOtherMay 24, 2013Dec 3, 2020 (2750 d)
Ben Whitaker CarsonWaddell & Reed otherFisher Investments otherOtherMay 22, 2013Jun 14, 2013
Brian Michael BergmanWaddell & Reed otherTd Ameritrade Investment Management, LLC otherOtherMay 20, 2013Jun 11, 2013
Kenneth Bernard HopkinsWaddell & Reed otherSgl Investment Advisors, Inc. otherOtherMay 17, 2013Oct 3, 2013 (139 d)
Michael Ray BarcliftWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherMay 14, 2013May 23, 2013
Shane Timothy TwomeyWaddell & Reed otherAog Wealth Management otherOtherMay 9, 2013Oct 8, 2014 (517 d)
Daniel Martin CiezWaddell & Reed otherPrivate Advisor Group, LLC otherOtherMay 8, 2013May 20, 2013
Ryan MartinWaddell & Reed otherPnc Managed Account Solutions, Inc. BD affiliatedOtherMay 6, 2013Oct 9, 2019 (2347 d)
Jennifer Ongsiapco AtienzaWaddell & Reed otherMorgan Stanley wirehouseOtherApr 29, 2013May 16, 2013
Andrew Ross WarnerWaddell & Reed otherCetera Advisors LLC BD affiliatedOtherApr 11, 2013Jan 17, 2023 (3568 d)
Duncan Comrie DewahlWaddell & Reed otherDelta Capital Management, LLC institutionalOtherApr 2, 2013Jan 5, 2026 (4661 d)
Jamey BarhamWaddell & Reed otherWells Fargo Advisors wirehouseOtherMar 28, 2013Jul 25, 2025 (4502 d)
Robert RosenbergWaddell & Reed otherSummit Financial Group Inc otherOtherMar 27, 2013Apr 3, 2013
Edward Martin RosenbergWaddell & Reed otherSummit Financial Group Inc otherOtherMar 26, 2013Apr 3, 2013
Steven Anthony KwiatkowskiWaddell & Reed otherLegacy Springs Advisors, LLC state registeredOtherMar 22, 2013Mar 29, 2013
Paul J RheaWaddell & Reed otherWells Fargo Advisors wirehouseOtherMar 20, 2013Oct 3, 2013 (197 d)
Brett Darren FrascatiWaddell & Reed otherMontage Investments, LLC otherOtherMar 12, 2013Mar 25, 2013
Joleen Lorrain YeltonWaddell & Reed otherCommonwealth Financial Network national BDOtherMar 8, 2013Mar 28, 2013
Brady JacksonWaddell & Reed otherScottrade Investment Management otherOtherMar 8, 2013Mar 27, 2017 (1480 d)
Christopher John KinskyWaddell & Reed otherAllstate Financial Advisors, LLC no RAUMOtherMar 6, 2013Mar 13, 2013
Joseph Thomas GaeckleWaddell & Reed otherOsaic Fa, Inc. otherOtherMar 5, 2013Mar 21, 2013
Charles Groome PowellWaddell & Reed otherAllstate Financial Advisors, LLC no RAUMOtherFeb 27, 2013May 8, 2013 (70 d)
John Evan GrizWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherFeb 22, 2013Mar 7, 2013
Tina YeWaddell & Reed otherMML Investors Services, LLC otherOtherFeb 22, 2013Feb 28, 2013
Fridtjov MarkussenWaddell & Reed otherAmj Financial Wealth Management LLC independent RIAOtherFeb 20, 2013Feb 26, 2015 (736 d)
Stephen Alan MartinWaddell & Reed otherCetera Investment Services LLC otherOtherFeb 20, 2013Feb 19, 2013
Justin William AdamsWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherFeb 15, 2013Feb 8, 2013
Dena Kay Rattan PoolWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherFeb 15, 2013Feb 19, 2013
Kevin James RobergWaddell & Reed otherLPL Financial LLC BD affiliatedOtherFeb 13, 2013Apr 6, 2026 (4800 d)
Kurtis Andrew PolacekWaddell & Reed otherNfp Advisor Services, LLC otherOtherFeb 8, 2013Jun 23, 2014 (500 d)
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