Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Christopher Scott McneilWaddell & Reed otherLPL Financial LLC otherOtherFeb 21, 2012Feb 8, 2012
Jimmy Ray TurnerWaddell & Reed otherFortune Financial Advisors, LLC otherOtherFeb 17, 2012May 9, 2012 (82 d)
John RohrsWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 17, 2012Feb 5, 2014 (719 d)
Conor Francis DelaneyWaddell & Reed otherPrivate Advisor Group, LLC otherOtherFeb 15, 2012Feb 7, 2012
Jared Dennis DeboerWaddell & Reed otherPrincipal Securities, Inc. otherOtherFeb 10, 2012Apr 3, 2012 (53 d)
David Christopher EdelmanWaddell & Reed otherCetera Investment Advisers LLC BD affiliatedOtherFeb 10, 2012Jun 29, 2023 (4157 d)
Richard Lowell BatemanWaddell & Reed otherNext Financial Group, Inc. BD affiliatedOtherFeb 10, 2012Jul 20, 2020 (3083 d)
Robert Hamilton EllsworthWaddell & Reed otherNew England Securities Corporation otherOtherFeb 9, 2012Aug 19, 2013 (557 d)
Lisa Dionne FordWaddell & Reed otherGreat Nation Investment Corporation unclassifiedOtherFeb 9, 2012Feb 22, 2012
Jimmy J SuhWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 3, 2012Feb 22, 2012
Bailey Lynn BynumWaddell & Reed otherMsi Financial Services, Inc. otherOtherJan 31, 2012Feb 8, 2012
Brian C. McculloughWaddell & Reed otherFidelity Personal And Workplace Advisors BD affiliatedOtherJan 26, 2012Aug 18, 2021 (3492 d)
Leslie Karen ChattyWaddell & Reed otherVanguard Advisers, Inc. otherOtherJan 25, 2012Oct 4, 2016 (1714 d)
Lori Delynn RussellWaddell & Reed otherMorgan Stanley wirehouseOtherJan 24, 2012Aug 3, 2012 (192 d)
Erick Scott ConwayWaddell & Reed otherWells Fargo Advisors wirehouseOtherJan 19, 2012Jan 13, 2012
Victoria ShenWaddell & Reed otherMorgan Stanley wirehouseOtherJan 13, 2012Mar 12, 2012 (59 d)
Ronn Stephen ChristensenWaddell & Reed otherNorth Pointe Financial Advisors, Inc state registeredOtherJan 9, 2012Apr 19, 2012 (101 d)
Charles Edward ForrestWaddell & Reed otherAllstate Financial Advisors, LLC no RAUMOtherDec 31, 2011Aug 28, 2012 (241 d)
Kimberly Ann HogueWaddell & Reed otherNew Life Financial LLC unclassifiedOtherDec 31, 2011Jan 30, 2013 (396 d)
Ami Vastupal ShahWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 31, 2011Apr 4, 2019 (2651 d)
Robert BanishWaddell & Reed otherFirst Citizens Asset Management, Inc otherOtherDec 22, 2011Dec 20, 2011
Tyler Andrew MorrisWaddell & Reed otherPersonal Capital Advisors Corporation otherOtherDec 21, 2011Feb 25, 2014 (797 d)
Troy Wayne BenderWaddell & Reed otherValic Financial Advisors, Inc. otherOtherDec 20, 2011Dec 12, 2011
James Russell WrightWaddell & Reed otherHufford Advisors, LLC otherOtherDec 20, 2011Jan 13, 2012
Krista ScottWaddell & Reed otherPnc Wealth Management otherOtherDec 20, 2011Dec 21, 2011
Carol Ann BoweWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 13, 2011Feb 15, 2012 (64 d)
Adam Frank CmejlaWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherDec 13, 2011Dec 1, 2011
Earl Julius JohnsonWaddell & Reed otherEvergreen Capital Management Inc state registeredOtherDec 8, 2011Jan 25, 2012 (48 d)
Paul Joseph JacobsWaddell & Reed otherVeritrust Financial, LLC otherOtherDec 7, 2011Dec 9, 2011
Rey DeborjaWaddell & Reed otherAmeritas Advisory Services otherOtherDec 6, 2011Sep 16, 2013 (650 d)
Christopher Micheal AbbottWaddell & Reed other1035 Capital Management LLC state registeredOtherDec 6, 2011Jan 21, 2020 (2968 d)
Roger Howard WellerWaddell & Reed otherJr Snell Capital Management, LLC state registeredOtherDec 1, 2011Apr 1, 2015 (1217 d)
Tierney Jolyn GorhamWaddell & Reed otherDrawbridge Capital independent RIAOtherNov 28, 2011Mar 14, 2022 (3759 d)
Charles Richard LeapleyWaddell & Reed otherFsc Securities Corporation otherOtherNov 22, 2011Nov 29, 2011
Brian John KageWaddell & Reed otherNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 22, 2011May 22, 2024 (4565 d)
Edward Benjamin HarrisWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherNov 15, 2011Nov 9, 2012 (360 d)
Miguel RodriguezWaddell & Reed otherChase Investment Services Corp. otherOtherNov 14, 2011Nov 28, 2011
Elizabeth Pilar RogersWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 11, 2011Dec 21, 2011 (40 d)
Robert Joseph DiazWaddell & Reed otherEdward Jones national BDOtherNov 10, 2011Nov 7, 2011
Judith WallaceWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 10, 2011Nov 18, 2011
Christopher Douglas RisherWaddell & Reed otherPrivate Client Services, LLC otherOtherNov 9, 2011Jul 18, 2012 (252 d)
David MaxwellWaddell & Reed otherWells Fargo Advisors wirehouseOtherNov 7, 2011Jun 7, 2012 (213 d)
Daniel Aaron DoanWaddell & Reed otherWells Fargo Advisors wirehouseOtherNov 7, 2011Sep 1, 2017 (2125 d)
Caroline Elaine BeuningWaddell & Reed otherCri Securities, LLC BD affiliatedOtherNov 4, 2011May 31, 2018 (2400 d)
Jason Lee CaleWaddell & Reed otherWells Fargo Advisors wirehouseOtherOct 25, 2011Jul 12, 2012 (261 d)
Robert R BakerWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 21, 2011Oct 13, 2011
Nicholas Allen KaplenskiWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 21, 2011Nov 4, 2011
Gregory J. SzelungWaddell & Reed otherL.M. Kohn & Company independent RIAOtherOct 14, 2011Jul 15, 2021 (3562 d)
Venansia Ekawati TuineagWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 12, 2011Mar 15, 2012 (155 d)
David Joseph GoldstoneWaddell & Reed otherFirst National Capital Markets, Inc. otherOtherOct 12, 2011Sep 23, 2013 (712 d)
Aleksandr SlyusarevWaddell & Reed otherEdward Jones national BDOtherOct 11, 2011Nov 7, 2011
Marc Edward BowmanWaddell & Reed otherLPL Financial LLC otherOtherOct 6, 2011Sep 26, 2011
Steven Jay SilverWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherOct 3, 2011Feb 6, 2012 (126 d)
Matthew Scott MohnsenWaddell & Reed otherFirst National Capital Markets, Inc. otherOtherOct 3, 2011Nov 1, 2011
Matthew Michael MelendezWaddell & Reed otherOneamerica Securities, Inc. otherOtherSep 27, 2011Nov 3, 2011 (37 d)
Richard C LoprestiWaddell & Reed otherBakeravenue otherOtherSep 21, 2011May 15, 2013 (602 d)
Matthew Blair BurkWaddell & Reed otherSii Investments, Inc. otherOtherSep 16, 2011Apr 10, 2013 (572 d)
James Erling ShaferWaddell & Reed otherMomentum Independent Network Inc. otherOtherSep 12, 2011Sep 2, 2011
Michael Ryan HughesWaddell & Reed otherEdward Jones national BDOtherSep 7, 2011Jun 15, 2012 (282 d)
Timothy R WagenknechtWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 7, 2011Aug 26, 2011
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