Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
William Gregory YoungWaddell & Reed otherLPL Financial LLC otherOtherJul 28, 2010Jul 16, 2010
Joao Silva GomesWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJul 23, 2010Sep 24, 2010 (63 d)
Mark Andrew FellowsWaddell & Reed otherChase Investment Services Corp. otherOtherJul 20, 2010Aug 5, 2010
Derek Todd DorrisWaddell & Reed otherVault Wealth Strategies, LLC otherOtherJul 19, 2010Jun 13, 2019 (3251 d)
Kyle Scott ClemsonWaddell & Reed otherLPL Financial LLC otherOtherJul 15, 2010Jul 29, 2010
Ryan WiensWaddell & Reed otherStrategic Advisers LLC national BDOtherJul 14, 2010Aug 11, 2010
Joseph Ignacio ManzoWaddell & Reed otherPrincipal Securities, Inc. otherOtherJul 14, 2010Jul 20, 2010
Landon Jaeger ManceWaddell & Reed otherChase Investment Services Corp. otherOtherJul 14, 2010May 18, 2012 (674 d)
Justin David KattauWaddell & Reed otherPnc Wealth Management otherOtherJul 7, 2010Aug 9, 2010 (33 d)
Jonathan Dennis HorstWaddell & Reed otherMorgan Stanley wirehouseOtherJul 6, 2010Jan 18, 2012 (561 d)
Joey John DominickWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 29, 2010Jun 25, 2010
Kevin Lee WhittingtonWaddell & Reed otherInvest Financial Corporation otherOtherJun 28, 2010Nov 18, 2011 (508 d)
Jeffrey Lee StoneWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJun 23, 2010Nov 3, 2011 (498 d)
Christopher Taylor ShibleyWaddell & Reed otherChase Investment Services Corp. otherOtherJun 23, 2010Mar 22, 2011 (272 d)
Shawn S. RoghaarWaddell & Reed otherStrategic Advisers LLC national BDOtherJun 23, 2010Nov 7, 2011 (502 d)
Thomas Norman ZirbelWaddell & Reed otherLPL Financial LLC otherOtherJun 22, 2010Jan 10, 2013 (933 d)
Anne HuthWaddell & Reed otherGwn Securities Inc. otherOtherJun 16, 2010Jun 16, 2010
Kyle David SmithWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 16, 2010Jun 28, 2010
Michael Evans BrunnerWaddell & Reed otherNationwide Securities, LLC no RAUMOtherJun 15, 2010Jul 15, 2011 (395 d)
Matthew Dillion BlickenderferWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherJun 15, 2010Jul 14, 2010
Jon William NieranowskiWaddell & Reed otherStrategic Advisers LLC national BDOtherJun 9, 2010Jul 20, 2010 (41 d)
Pedro Jose DagerWaddell & Reed otherChase Investment Services Corp. otherOtherJun 9, 2010Jun 11, 2010
Gregory Peter GrimsleyWaddell & Reed otherCadaret Grant & Co Inc otherOtherJun 8, 2010Jun 7, 2010
Burton Douglas WescheWaddell & Reed otherMorgan Stanley wirehouseOtherJun 2, 2010Jun 30, 2010
Jeremy William BlackburnWaddell & Reed otherChase Investment Services Corp. otherOtherJun 2, 2010Jul 27, 2010 (55 d)
Matthew Christopher LandiniWaddell & Reed otherGenuine Wealth Management unclassifiedOtherJun 1, 2010Apr 28, 2015 (1792 d)
Marc William WerkmeisterWaddell & Reed otherSagepoint Financial, Inc. otherOtherMay 28, 2010May 24, 2010
Richard Alex BeckerWaddell & Reed otherValic Financial Advisors, Inc. otherOtherMay 25, 2010May 19, 2010
Katlyne Marie BartoloWaddell & Reed otherAdvice And Planning Services BD affiliatedOtherMay 25, 2010May 17, 2022 (4375 d)
Amy Jeanne BerryWaddell & Reed otherEdward Jones national BDOtherMay 24, 2010Sep 16, 2015 (1941 d)
Terron TidwellWaddell & Reed otherB. Riley Wealth Advisors, Inc. otherOtherMay 24, 2010Nov 21, 2011 (546 d)
Walter Lewis KoonWaddell & Reed otherKoon Financial Planning & Consulting/Kfp&C independent RIAOtherMay 20, 2010Jul 8, 2010 (49 d)
Erika L JensenWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 19, 2010Jun 10, 2010
Bradley Eugene SingerWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 18, 2010Sep 24, 2010 (129 d)
Justin Peter MclaughlinWaddell & Reed otherAdvisors Asset Management, Inc. otherOtherMay 17, 2010Jul 12, 2010 (56 d)
Junwei LiuWaddell & Reed otherSagepoint Financial, Inc. otherOtherMay 14, 2010Feb 18, 2014 (1376 d)
Jason Frederic VosWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherMay 14, 2010Jul 23, 2010 (70 d)
Benjamin W. GoldhammerWaddell & Reed otherChase Investment Services Corp. otherOtherMay 13, 2010May 11, 2010
Nickolas Jerrod WilsonWaddell & Reed otherEdward Jones national BDOtherMay 13, 2010May 7, 2010
Michael LeeWaddell & Reed otherPark Avenue Securities LLC otherOtherMay 11, 2010Jun 7, 2010
Albert Austin BunnerWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMay 6, 2010Mar 18, 2011 (316 d)
John Robert JoyceWaddell & Reed otherWells Fargo Advisors wirehouseOtherMay 5, 2010May 3, 2010
Jason William MartinWaddell & Reed otherWells Fargo Advisors wirehouseOtherMay 4, 2010May 3, 2010
Kelsey Christopher BengoaWaddell & Reed otherWells Fargo Advisors wirehouseOtherMay 4, 2010May 3, 2010
James Christopher BrandonWaddell & Reed otherErnst & Young Investment Advisers Llp no RAUMOtherMay 3, 2010May 11, 2023 (4756 d)
Chad Michael RotherWaddell & Reed otherMorgan Stanley wirehouseOtherApr 30, 2010May 27, 2010
Jason Richard MartinWaddell & Reed otherWells Fargo Advisors wirehouseOtherApr 30, 2010Nov 23, 2010 (207 d)
Kraig Antonio JacksonWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 30, 2010May 30, 2017 (2587 d)
Brenda Ford RichmanWaddell & Reed otherLegacy Financial Strategies, LLC otherOtherApr 29, 2010Jul 7, 2014 (1530 d)
Jerry A TherrelWaddell & Reed otherEssex National Securities, Inc. otherOtherApr 27, 2010Jul 9, 2010 (73 d)
Scott Wade SummerlinWaddell & Reed otherPrincipal Securities, Inc. otherOtherApr 22, 2010Apr 29, 2010
Brendon Bruce JohnsonWaddell & Reed otherWells Fargo Advisors wirehouseOtherApr 21, 2010Apr 25, 2013 (1100 d)
Aaron Keith UlrichWaddell & Reed otherPnc Wealth Management otherOtherApr 21, 2010Jun 1, 2010 (41 d)
Matthew V PoteeteWaddell & Reed otherNew England Securities Corporation otherOtherApr 16, 2010May 21, 2010 (35 d)
Tonny O NavarroWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 14, 2010Oct 19, 2010 (188 d)
Roger EsquibelWaddell & Reed otherValic Financial Advisors, Inc. otherOtherApr 12, 2010Apr 14, 2010
Gregory Peter MurrayWaddell & Reed otherKelly Financial Services otherOtherApr 12, 2010Jul 27, 2010 (106 d)
Anna Maria LeeWaddell & Reed otherMorgan Stanley wirehouseOtherApr 9, 2010Oct 11, 2010 (185 d)
Michael FowlerWaddell & Reed otherMorgan Stanley wirehouseOtherApr 8, 2010Mar 31, 2010
David Charles BetzWaddell & Reed otherNfp Advisor Services, LLC otherOtherApr 7, 2010Jun 10, 2011 (429 d)
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