Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Violette K MatsasWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherNov 16, 2010Jan 18, 2011 (63 d)
Parker Gerard TrasborgWaddell & Reed otherCjm Wealth Advisers, Ltd. otherOtherNov 15, 2010Mar 7, 2014 (1208 d)
Stephen Earl SerganWaddell & Reed otherE*Trade Capital Management, LLC otherOtherNov 11, 2010Oct 9, 2012 (698 d)
Michele Kathryn GreenWaddell & Reed otherLPL Financial LLC otherOtherNov 11, 2010Nov 18, 2010
Julius O AgbonbhaseWaddell & Reed otherMorgan Stanley wirehouseOtherNov 10, 2010Dec 3, 2010
Levi Carson WedelWaddell & Reed otherAe Wealth Management, LLC independent RIAOtherNov 10, 2010Jun 10, 2019 (3134 d)
Andrea Marguerite HamiltonWaddell & Reed otherLPL Financial LLC otherOtherNov 8, 2010Nov 4, 2010
Kevin SanfordWaddell & Reed otherStrategic Advisers LLC national BDOtherNov 8, 2010Jul 19, 2012 (619 d)
Joshua Frederick WillifordWaddell & Reed otherMoney Concepts Advisory Service otherOtherNov 3, 2010Jan 21, 2011 (79 d)
Kevin ThompsonWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 2, 2010May 31, 2011 (210 d)
Barrett CarterWaddell & Reed otherChase Investment Services Corp. otherOtherOct 28, 2010Nov 8, 2010
John Bradley HemmerWaddell & Reed otherCetera Investment Advisers LLC BD affiliatedOtherOct 28, 2010Mar 21, 2024 (4893 d)
Christine Julia KockWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherOct 22, 2010Dec 2, 2010 (41 d)
Daniel Joseph FlorenceWaddell & Reed otherChase Investment Services Corp. otherOtherOct 20, 2010Nov 8, 2010
Ashley Marie HoyWaddell & Reed otherEagle Strategies LLC otherOtherOct 19, 2010Mar 2, 2015 (1595 d)
Bryan Allen SarffWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherOct 14, 2010Oct 14, 2010
Zachary Plager MulfordWaddell & Reed otherAssociated Investment Services, Inc. otherOtherOct 14, 2010Apr 11, 2011 (179 d)
Jimmy Lawrence TrotterWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 8, 2010Mar 13, 2013 (887 d)
Jeremy Patrick OreillyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 1, 2010Oct 1, 2010
Edward Charles BanksWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherSep 29, 2010Sep 22, 2010
Blake Justin KeeleyWaddell & Reed otherArvest Wealth Management otherOtherSep 29, 2010Oct 1, 2010
Mark Andrew NastriWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 29, 2010Sep 23, 2010
Tiffany Collette WallsWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherSep 28, 2010Jan 7, 2011 (101 d)
Jonathan PapacWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 24, 2010Aug 30, 2012 (706 d)
Keri Jean VigilWaddell & Reed otherMomentum Independent Network Inc. otherOtherSep 23, 2010Sep 14, 2010
Justin Michael StrubleWaddell & Reed otherOn Investment Management Co otherOtherSep 23, 2010Mar 12, 2012 (536 d)
Christopher Robert StaggWaddell & Reed otherMid Atlantic Financial Management, Inc. otherOtherSep 17, 2010Oct 11, 2010
Suzy LamWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 17, 2010Nov 16, 2010 (60 d)
Adam Scott MolitorWaddell & Reed otherAllspring Funds Management, LLC otherOtherSep 16, 2010Nov 3, 2010 (48 d)
Raymond Kevin MorrisWaddell & Reed otherStrategic Advisers LLC national BDOtherSep 16, 2010Dec 7, 2011 (447 d)
Richard GettyWaddell & Reed otherGwn Securities Inc. otherOtherSep 15, 2010Apr 4, 2011 (201 d)
Ari ZwebenWaddell & Reed otherPnc Wealth Management otherOtherSep 15, 2010Sep 30, 2010
Gregory Edward HjelmWaddell & Reed otherPnc Wealth Management otherOtherSep 14, 2010Dec 1, 2014 (1539 d)
Milton T. SchultzWaddell & Reed otherMorgan Stanley wirehouseOtherSep 9, 2010Jan 24, 2011 (137 d)
Brian Anthony CaseyWaddell & Reed otherChase Investment Services Corp. otherOtherSep 9, 2010Feb 17, 2011 (161 d)
Scott Warren LytleWaddell & Reed otherColumbia Management Investment Advisers, LLC asset managerOtherSep 8, 2010Apr 27, 2026 (5710 d)
Andrew S AppleWaddell & Reed otherAllstate Financial Advisors, LLC no RAUMOtherSep 3, 2010Jan 13, 2011 (132 d)
John Hutson TaylorWaddell & Reed otherJohn H Taylor, LLC state registeredOtherAug 27, 2010May 3, 2022 (4267 d)
James Lowell BrackettWaddell & Reed otherLPL Financial LLC otherOtherAug 27, 2010Aug 19, 2010
Ted Leroy SpurgeonWaddell & Reed otherSamex Capital Advisors unclassifiedOtherAug 26, 2010Sep 23, 2010
Frank Peter SabatucciWaddell & Reed otherPrivate Advisor Group, LLC otherOtherAug 23, 2010Jun 20, 2012 (667 d)
Jared Lee RohrerWaddell & Reed otherNorthwestern Mutual Investment Services,LLC otherOtherAug 23, 2010Jun 2, 2011 (283 d)
Casey Joe HoffmanWaddell & Reed otherSterne Agee Asset Management, Inc. otherOtherAug 20, 2010Nov 17, 2010 (89 d)
Christian Alexander HermoWaddell & Reed otherChristian A. Hermo LLC state registeredOtherAug 20, 2010Jan 2, 2025 (5249 d)
Andrew Willis NortonWaddell & Reed otherMorgan Stanley wirehouseOtherAug 17, 2010Dec 3, 2010 (108 d)
Jacklyn E. LynchWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherAug 16, 2010Sep 1, 2010
Michael Dean HaakinsonWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherAug 13, 2010Oct 25, 2016 (2265 d)
Douglas NisenWaddell & Reed otherChase Investment Services Corp. otherOtherAug 13, 2010Sep 28, 2010 (46 d)
Addison Ryan ColgroveWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherAug 12, 2010Sep 27, 2010 (46 d)
William Brelsford KillhourWaddell & Reed otherAdvice And Planning Services BD affiliatedOtherAug 11, 2010Mar 5, 2024 (4955 d)
Jonathan Wiley WellsWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherAug 9, 2010Dec 12, 2013 (1221 d)
Shinfen Circe WuWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherAug 4, 2010Jul 28, 2010
Yolanda Fabre-ShilohWaddell & Reed otherChase Investment Services Corp. otherOtherAug 3, 2010Aug 4, 2010
Kristin Michelle Terranella-GuminaWaddell & Reed otherSecurities America Advisors, Inc. otherOtherAug 2, 2010Aug 10, 2010
Robert William ReynoldsWaddell & Reed otherKms Financial Services, Inc otherOtherAug 2, 2010Jul 23, 2010
Elisa Marie GaribayWaddell & Reed otherOpes Advisors, Inc. otherOtherAug 2, 2010Nov 8, 2013 (1194 d)
Mark Alan BiglerWaddell & Reed otherGlobal Financial Private Capital, Inc. otherOtherAug 2, 2010Jun 18, 2012 (686 d)
Tyler Paul SimonWaddell & Reed otherModern Capital Advisors, LLC otherOtherJul 30, 2010Feb 7, 2012 (557 d)
Neepa V ShahWaddell & Reed otherMML Investors Services, LLC otherOtherJul 30, 2010Feb 22, 2011 (207 d)
William Travis OlsenWaddell & Reed otherChase Investment Services Corp. otherOtherJul 29, 2010Sep 14, 2010 (47 d)
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