Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
William Harrison McwilliamsWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherFeb 5, 2013Jan 30, 2013
Andrew Ruckman MerchantWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 5, 2013Feb 1, 2013
Gary Hollis SchwartzWaddell & Reed otherCri Securities, LLC otherOtherFeb 5, 2013Jan 28, 2014 (357 d)
Jeffrey Duane CampbellWaddell & Reed otherMML Investors Services, LLC otherOtherFeb 4, 2013Feb 12, 2013
Emily Diane ArnoldWaddell & Reed otherMML Investors Services, LLC otherOtherFeb 4, 2013Feb 12, 2013
Jennifer Odin CavalierWaddell & Reed otherPlanmember Securities Corporation otherOtherJan 31, 2013Oct 2, 2013 (244 d)
Demetrios John ZarefakisWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherJan 18, 2013May 2, 2013 (104 d)
Kimberly Jo CoxWaddell & Reed otherInvest Financial Corporation otherOtherJan 15, 2013Apr 3, 2013 (78 d)
Kyle BurlesonWaddell & Reed otherFidelity Personal And Workplace Advisors BD affiliatedOtherJan 10, 2013Mar 27, 2021 (2998 d)
Irvin Wayne BrewerWaddell & Reed otherNew Life Financial LLC unclassifiedOtherJan 9, 2013Jan 30, 2013
John OlivaWaddell & Reed otherSecurities America Advisors, Inc. otherOtherJan 4, 2013Jul 10, 2014 (552 d)
Neeraj AgarwalWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherJan 3, 2013Jan 24, 2013
John Raymond MowryWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherJan 3, 2013Mar 11, 2013 (67 d)
Clayton D MaloyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 3, 2013Jan 30, 2013
Matthew SurrencyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 21, 2012Jan 29, 2013 (39 d)
Steven Joseph ZakeljWaddell & Reed otherChrome Asset Management unclassifiedOtherDec 20, 2012Feb 4, 2013 (46 d)
Craig Scott FischWaddell & Reed otherPersonal Financial Group otherOtherDec 19, 2012Jan 2, 2013
Billy Bob KingWaddell & Reed otherBok Financial Advisors otherOtherDec 19, 2012Jan 7, 2013
Mitch Dean CarlsonWaddell & Reed otherPersonal Financial Group otherOtherDec 19, 2012Jan 2, 2013
John Wesley SellersWaddell & Reed otherPruco Securities, LLC otherOtherDec 19, 2012Feb 12, 2013 (55 d)
Thomas Michael KapaunWaddell & Reed otherPrimerica Advisors national BDOtherDec 17, 2012Jan 2, 2014 (381 d)
Andrew Stephen GrowWaddell & Reed otherHarbour Investments, Inc. otherOtherDec 17, 2012Dec 17, 2012
Kristian Tait LeeWaddell & Reed otherHarbour Investments, Inc. otherOtherDec 17, 2012Dec 17, 2012
Robert John YbabenWaddell & Reed otherCetera Advisor Networks LLC otherOtherDec 14, 2012Dec 14, 2012
Keith Dow PowellWaddell & Reed otherAlamo Asset Advisors otherOtherDec 10, 2012Mar 28, 2013 (108 d)
Matthew E BelniakWaddell & Reed otherCalamos Advisors LLC otherOtherDec 7, 2012Jan 15, 2013 (39 d)
John Thomas FrancisWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherDec 6, 2012Nov 30, 2012
Justin Henry BoucherWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherDec 5, 2012Mar 22, 2013 (107 d)
Eric David SchneiderWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherNov 28, 2012Nov 16, 2012
Daniel Mark SmithWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherNov 27, 2012Mar 13, 2014 (471 d)
Sherry Jo TaylorWaddell & Reed otherGirard Securities, Inc. otherOtherNov 20, 2012Feb 20, 2013 (92 d)
Allen Stuart TaylorWaddell & Reed otherGirard Securities, Inc. otherOtherNov 20, 2012Feb 20, 2013 (92 d)
David Hugh SwiftWaddell & Reed otherSeia otherOtherNov 14, 2012Nov 7, 2012
Matthew William HuntWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherNov 12, 2012Nov 1, 2012
Garrett William KelleyWaddell & Reed otherAstor Asset Management LLC otherOtherNov 9, 2012Mar 8, 2013 (119 d)
Tommy Dale RoyWaddell & Reed otherValic Financial Advisors, Inc. BD affiliatedOtherNov 9, 2012Mar 13, 2019 (2315 d)
Jerry W LynnWaddell & Reed otherEdward Jones national BDOtherNov 8, 2012Jul 18, 2014 (617 d)
Jarrod Robert LeisureWaddell & Reed otherPnc Managed Account Solutions, Inc. otherOtherNov 8, 2012Jul 22, 2014 (621 d)
Kathleen Ann AdamsWaddell & Reed otherSeia otherOtherNov 8, 2012Nov 5, 2012
Dustin Andrew JohnsonWaddell & Reed otherCetera Advisors LLC otherOtherNov 8, 2012Nov 1, 2012
Nicholas Michael LevyWaddell & Reed otherAdvice And Planning Services BD affiliatedOtherNov 8, 2012Apr 16, 2024 (4177 d)
Jarrod Scott JacobiWaddell & Reed otherWells Fargo Advisors wirehouseOtherNov 5, 2012Oct 31, 2012
Christopher Ray StiensWaddell & Reed otherFamily Investment Center otherOtherNov 5, 2012Nov 15, 2012
Theodore Edward BoyesWaddell & Reed otherNfp Advisor Services, LLC otherOtherNov 1, 2012Mar 10, 2014 (494 d)
Serria Tawan RegoWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherOct 31, 2012Nov 8, 2012
Brian David RobinsonWaddell & Reed otherPrivate Advisor Group, LLC otherOtherOct 29, 2012Nov 15, 2012
Dolman Winston VineyardWaddell & Reed otherPrivate Advisor Group, LLC otherOtherOct 29, 2012Nov 20, 2012
Lyndon Nicholas CrawfordWaddell & Reed otherCetera Advisor Networks LLC otherOtherOct 16, 2012Jan 29, 2014 (470 d)
Abby Renee HubbleWaddell & Reed otherMorgan Stanley wirehouseOtherOct 3, 2012Oct 5, 2012
Tracy L KendrickWaddell & Reed otherWells Fargo Advisors wirehouseOtherOct 2, 2012Jan 8, 2013 (98 d)
Christopher Bryan MiseWaddell & Reed otherIntervest International, Inc. otherOtherSep 28, 2012Oct 1, 2012
Bryon Trent KnuthWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherSep 21, 2012Oct 1, 2012
Saif Z OmerWaddell & Reed otherE & G Advisors, LLC otherOtherSep 21, 2012Sep 18, 2012
Catherine Elizabeth StieberWaddell & Reed otherNfp Advisor Services, LLC otherOtherSep 19, 2012Sep 17, 2012
Shawn Takao OkumuraWaddell & Reed otherKestra Advisory Services, LLC otherOtherSep 18, 2012Apr 18, 2016 (1308 d)
Ying Juan XieWaddell & Reed otherCetera Investment Services LLC otherOtherSep 13, 2012Jan 22, 2013 (131 d)
Melissa Nicole OsikaWaddell & Reed otherSsn Advisory, Inc. otherOtherSep 6, 2012Feb 18, 2014 (530 d)
Andrew Thomas BooneWaddell & Reed otherTd Ameritrade, Inc. no RAUMOtherAug 30, 2012Sep 12, 2012
Royce Orlando RichardsonWaddell & Reed otherMadison Avenue Securities, LLC otherOtherAug 28, 2012Aug 12, 2015 (1079 d)
Justin Louis GoldsteinWaddell & Reed otherBaker Tilly Investment Advisors otherOtherAug 22, 2012Aug 22, 2012
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