Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Thomas James LangerWaddell & Reed otherWells Fargo Advisors wirehouseOtherSep 7, 2011Nov 14, 2012 (434 d)
James Reuben JustusWaddell & Reed otherObjective Planning unclassifiedOtherSep 6, 2011Sep 30, 2011
Jason Tyler WendtWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 6, 2011Aug 29, 2011
Deborah Jennifer SevernWaddell & Reed otherCetera Advisor Networks LLC otherOtherAug 30, 2011May 2, 2012 (246 d)
Luca Anthony D ItaliaWaddell & Reed otherThe Foundry Financial Group, Inc. otherOtherAug 30, 2011Jul 5, 2012 (310 d)
John C AdcockWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 26, 2011Sep 30, 2011 (35 d)
Dennis Michael TenderWaddell & Reed otherOneamerica Securities, Inc. otherOtherAug 25, 2011Dec 28, 2015 (1586 d)
Courtney Michael WoodWaddell & Reed otherMorgan Stanley wirehouseOtherAug 23, 2011Sep 6, 2011
Sharain Lajuan TaylorWaddell & Reed otherSpc otherOtherAug 16, 2011Sep 7, 2011
Tanner LemasterWaddell & Reed otherAvantax Advisory Services otherOtherAug 16, 2011Jul 3, 2013 (687 d)
John Joseph ConawayWaddell & Reed otherLPL Financial LLC BD affiliatedOtherAug 12, 2011Oct 19, 2020 (3356 d)
William WangWaddell & Reed otherLPL Financial LLC otherOtherAug 10, 2011Jul 29, 2011
Matthew Christopher WoodwardWaddell & Reed otherWestern International Securities otherOtherAug 9, 2011Aug 8, 2011
Robert Maurice SurprenantWaddell & Reed otherLPL Financial LLC otherOtherAug 4, 2011Sep 20, 2011 (47 d)
Jason Keith NortonWaddell & Reed otherIndependent Financial Partners otherOtherAug 1, 2011Jul 22, 2011
Beth Ann BoyleWaddell & Reed otherThrivent Investment Management Inc. otherOtherAug 1, 2011Aug 22, 2011
Andrew Talman KrossWaddell & Reed otherNeuberger Berman Bd LLC otherOtherJul 27, 2011Jul 18, 2011
Justin K MedranoWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 27, 2011Sep 9, 2011 (44 d)
Elizabeth Anne BarryWaddell & Reed otherIntegral Financial Solutions, LLC otherOtherJul 23, 2011Aug 12, 2011
Craig PoluszekWaddell & Reed otherMorgan Stanley wirehouseOtherJul 21, 2011Jun 28, 2013 (708 d)
Timothy Cooke VailWaddell & Reed otherPacific West Financial Consultants Inc otherOtherJul 21, 2011Jul 11, 2011
David Jason SmithWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherJul 20, 2011May 21, 2013 (671 d)
Curtis Edward MeonoWaddell & Reed otherWalnut Street Securities, Inc. otherOtherJul 18, 2011Apr 11, 2013 (633 d)
Heidi Marie BirdWaddell & Reed otherThrivent Investment Management Inc. otherOtherJul 15, 2011Aug 2, 2011
Michael John FulkersonWaddell & Reed otherChicago Investment Advisory Council, Inc. independent RIAOtherJul 15, 2011Jul 20, 2011
Brian S BurkettWaddell & Reed otherLPL Financial LLC independent RIAOtherJul 13, 2011Aug 24, 2022 (4060 d)
Angelo M BurnsWaddell & Reed otherValic Financial Advisors, Inc. otherOtherJul 7, 2011Jul 8, 2011
Wyan Wade YarbroughWaddell & Reed otherCitigroup Global Markets Inc. BD affiliatedOtherJul 5, 2011Aug 12, 2026 (5517 d)
Karl Desmond SpruillWaddell & Reed otherLPL Financial LLC otherOtherJun 30, 2011Nov 30, 2011 (153 d)
Lee StennesWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 29, 2011Aug 8, 2011 (40 d)
Benjamin PurvisWaddell & Reed otherEdward Jones national BDOtherJun 28, 2011Nov 7, 2011 (132 d)
Christopher James SwansonWaddell & Reed otherRaymond James & Associates, Inc. national BDOtherJun 27, 2011Jun 14, 2021 (3640 d)
Matthew Allen RiordanWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherJun 22, 2011Jun 16, 2011
Matthew Thomas PalumboWaddell & Reed otherLPL Financial LLC otherOtherJun 21, 2011Jun 15, 2011
Jesse KuWaddell & Reed otherChase Investment Services Corp. otherOtherJun 10, 2011Aug 16, 2011 (67 d)
Michael Joseph McculloughWaddell & Reed otherGradient Advisors, LLC no RAUMOtherJun 8, 2011Jun 22, 2011
Jacob Andrew TyndallWaddell & Reed otherVsr Advisory Services otherOtherJun 3, 2011Jul 21, 2011 (48 d)
David Michael MontgomeryWaddell & Reed otherFinancial Telesis, Inc. otherOtherMay 31, 2011Jun 15, 2011
Michael David CampWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 31, 2011Jun 10, 2011
Shawn Michael EdelenWaddell & Reed otherNew England Securities Corporation otherOtherMay 26, 2011Jun 24, 2011
Nadezda Petrovna ScharnellWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherMay 25, 2011Jul 11, 2011 (47 d)
Daniel P MitchellWaddell & Reed otherStrategic Advisers LLC national BDOtherMay 25, 2011Aug 7, 2012 (440 d)
Mason Bodie MonroeWaddell & Reed otherWells Fargo Advisors wirehouseOtherMay 19, 2011May 10, 2011
Robert James ReamerWaddell & Reed otherLPL Financial LLC otherOtherMay 12, 2011Apr 29, 2011
Edward Daniel HaroWaddell & Reed otherForesters Equity Services, Inc. otherOtherMay 11, 2011Jul 27, 2011 (77 d)
Matthew Thomas GarotWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherMay 11, 2011May 19, 2011
Lance Charles BakerWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherMay 5, 2011Jun 1, 2011
Heather Mary Da CunhaWaddell & Reed otherOppenheimer & Co. Inc. otherOtherApr 29, 2011Jul 28, 2011 (90 d)
Ryan David FugettWaddell & Reed otherCetera Investment Advisers LLC otherOtherApr 29, 2011Apr 19, 2013 (721 d)
Kenneth Steven TomkoWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 29, 2011Apr 25, 2011
Sean Michael MortonWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherApr 25, 2011May 3, 2011
Matthew Wesley MyersWaddell & Reed otherCommonwealth Financial Network national BDOtherApr 19, 2011Mar 15, 2017 (2157 d)
Philip Ramone ThomasWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherApr 19, 2011Jun 20, 2011 (62 d)
John Thomas ChristersonWaddell & Reed otherE*Trade Capital Management, LLC otherOtherApr 18, 2011Apr 20, 2011
Paul Charles VollmarWaddell & Reed otherLPL Financial LLC otherOtherApr 13, 2011Apr 1, 2011
Frank Charles StamaWaddell & Reed otherSii Investments, Inc. otherOtherApr 13, 2011Apr 1, 2011
Brian W. KrebsWaddell & Reed otherChase Investment Services Corp. otherOtherApr 13, 2011May 10, 2011
Thomas Patrick CarneyWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherApr 12, 2011Apr 6, 2011
John QuinnWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 7, 2011Apr 11, 2011
Gregory Michael ValleeWaddell & Reed otherCitizens Securities, Inc. otherOtherApr 4, 2011Mar 30, 2011
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