Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Perry Mathew SuttonWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherApr 1, 2011Mar 23, 2011
Andrew Neil HaleyWaddell & Reed otherMorgan Keegan & Company, LLC otherOtherMar 28, 2011Jun 21, 2011 (85 d)
Norielle Raenier GottschalkWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherMar 24, 2011Apr 12, 2011
Richard Carlos ValenzuelaWaddell & Reed otherChase Investment Services Corp. otherOtherMar 21, 2011Apr 25, 2011 (35 d)
Alonzo Julio PortwineWaddell & Reed otherFirst Command Financial Planning, Inc. otherOtherMar 15, 2011May 12, 2011 (58 d)
Duncan Chi-Kin HongWaddell & Reed otherMsi Financial Services, Inc. otherOtherMar 11, 2011Jan 9, 2012 (304 d)
Jessica Byck HensleyWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherMar 11, 2011Apr 14, 2011 (34 d)
Eric Daniel HoffmanWaddell & Reed otherMorgan Stanley wirehouseOtherMar 10, 2011Aug 24, 2018 (2724 d)
Justin Duane BlevinsWaddell & Reed otherChase Investment Services Corp. otherOtherMar 10, 2011Apr 12, 2011 (33 d)
Steve Utama SarwonoWaddell & Reed otherSignator Financial Services, Inc. otherOtherMar 7, 2011Feb 28, 2011
Marcia King HackettWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherMar 3, 2011Nov 29, 2011 (271 d)
Eduardo ProvinciaWaddell & Reed otherIndependent Financial Group, LLC otherOtherMar 1, 2011Mar 24, 2011
Randy D GrovesWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherFeb 28, 2011May 18, 2012 (445 d)
Craig David SaegerWaddell & Reed otherWells Fargo Advisors wirehouseOtherFeb 28, 2011Nov 4, 2013 (980 d)
Justin Charles GutwaldWaddell & Reed otherComerica Securities otherOtherFeb 23, 2011Feb 14, 2013 (722 d)
Paul Alexander GregersonWaddell & Reed otherAvantax Advisory Services otherOtherFeb 18, 2011Mar 10, 2011
Jeffrey Aaron GardnerWaddell & Reed otherSagepoint Financial, Inc. otherOtherFeb 18, 2011May 24, 2011 (95 d)
Samuel I OgbonnaWaddell & Reed otherUsaa Investment Services Company otherOtherFeb 18, 2011May 12, 2011 (83 d)
William Jeffrey LoertscherWaddell & Reed otherEdward Jones national BDOtherFeb 17, 2011Feb 22, 2011
Lucas M StuartWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherFeb 17, 2011Feb 24, 2012 (372 d)
Stephen RobertsWaddell & Reed otherChase Investment Services Corp. otherOtherFeb 16, 2011Mar 7, 2011
Keith Eugene MclaughlinWaddell & Reed otherPremier Wealth Solutions, LLC state registeredOtherFeb 14, 2011Aug 9, 2011 (176 d)
Loizos Sergios KapnisiWaddell & Reed otherCetera Advisor Networks LLC otherOtherFeb 11, 2011Sep 26, 2014 (1323 d)
John Anthony MichalakWaddell & Reed otherChicago Investment Advisory Council, Inc. independent RIAOtherFeb 4, 2011Feb 4, 2011
Bradley Russell SaurbaughWaddell & Reed otherChicago Investment Advisory Council, Inc. independent RIAOtherFeb 4, 2011Feb 4, 2011
Justy Abran ArmijoWaddell & Reed otherGwn Securities Inc. otherOtherJan 31, 2011Feb 7, 2011
Edward Tirrell ArmstrongWaddell & Reed otherValmark Advisers, Inc. otherOtherJan 31, 2011Mar 11, 2011 (39 d)
Kenneth Michael JarvisWaddell & Reed otherPnc Wealth Management otherOtherJan 28, 2011Mar 23, 2012 (420 d)
Louis Alonso RomeroWaddell & Reed otherNew England Securities Corporation otherOtherJan 27, 2011Aug 3, 2011 (188 d)
Aron Keith ShimadaWaddell & Reed otherMorgan Stanley wirehouseOtherJan 27, 2011Jun 2, 2011 (126 d)
Harvinder S SahniWaddell & Reed otherEagle Strategies LLC otherOtherJan 26, 2011Nov 8, 2011 (286 d)
William James LawfieldWaddell & Reed otherSignator Investors, Inc. otherOtherJan 26, 2011Apr 14, 2011 (78 d)
Robyn AustinWaddell & Reed otherWells Fargo Advisors wirehouseOtherJan 25, 2011Nov 12, 2012 (657 d)
Charolette Lynn MckinneyWaddell & Reed otherAmerican Portfolios Advisors, Inc otherOtherJan 25, 2011Mar 8, 2011 (42 d)
Michael Von DrasekWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherJan 25, 2011Apr 14, 2011 (79 d)
Christy Eugenie GivansWaddell & Reed otherEdward Jones national BDOtherJan 21, 2011Jan 21, 2011
Douglas G GalantowiczWaddell & Reed otherScottrade Investment Management otherOtherJan 20, 2011May 3, 2017 (2295 d)
Brian Carter ConneratWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJan 18, 2011Jan 14, 2011
Arturo RochaWaddell & Reed otherMML Investors Services, LLC otherOtherJan 14, 2011May 27, 2011 (133 d)
Lynn Marie Le GoyWaddell & Reed otherGbs Advisors otherOtherJan 12, 2011Jul 1, 2013 (901 d)
Steven Andrew LeachWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherJan 12, 2011Jun 29, 2011 (168 d)
Grant Wade EricksenWaddell & Reed otherPrincipal Securities, Inc. otherOtherJan 11, 2011Jan 21, 2011
Christy B. DownsWaddell & Reed otherForesters Equity Services, Inc. otherOtherJan 5, 2011Jun 11, 2012 (523 d)
Jesse HernandezWaddell & Reed otherHernandez Financial state registeredOtherJan 3, 2011Feb 23, 2011 (51 d)
John Paul KinneyWaddell & Reed otherOsaic Institutions, Inc. BD affiliatedOtherDec 31, 2010May 22, 2020 (3430 d)
Linda Ruth LovieWaddell & Reed otherIntegrity Alliance, LLC otherOtherDec 31, 2010Jan 3, 2011
Coty Channing BackmonWaddell & Reed otherBb&T Investment Services, Inc. no RAUMOtherDec 21, 2010Jun 6, 2011 (167 d)
Jules JouvenatWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherDec 21, 2010Aug 31, 2011 (253 d)
Michael Christopher ChampionWaddell & Reed otherLPL Financial LLC otherOtherDec 21, 2010Dec 17, 2010
Melroy S AtkinsWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 21, 2010Jan 19, 2011
Timothy P StengerWaddell & Reed otherMorgan Stanley wirehouseOtherDec 21, 2010May 9, 2022 (4157 d)
Mark Allen ByarsWaddell & Reed otherMsi Financial Services, Inc. otherOtherDec 20, 2010Jul 20, 2011 (212 d)
Valerie Jean BowmanWaddell & Reed otherEmpower Advisory Group, LLC otherOtherDec 15, 2010Sep 18, 2017 (2469 d)
Ryan Christopher HoffWaddell & Reed otherSpc otherOtherDec 15, 2010Jan 3, 2011
Bryant James TromblyWaddell & Reed otherMorgan Stanley wirehouseOtherDec 15, 2010Jul 13, 2011 (210 d)
Amanda Hayda StaplesWaddell & Reed otherMmc Securities LLC no RAUMOtherDec 8, 2010Jan 10, 2011 (33 d)
Brian Keith WattsWaddell & Reed otherSecurities America Advisors, Inc. otherOtherNov 30, 2010Dec 2, 2010
Dustin Hoffman SturmWaddell & Reed otherStonex Advisors Inc. BD affiliatedOtherNov 24, 2010Aug 18, 2021 (3920 d)
Eric Allen IngmireWaddell & Reed otherSignator Financial Services, Inc. otherOtherNov 22, 2010Jan 20, 2011 (59 d)
Stephanie Lynn DavisWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherNov 17, 2010Nov 12, 2010
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