Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Kyle Thomas BlodgettWaddell & Reed otherH. Beck, Inc. otherOtherApr 1, 2010Apr 13, 2010
Rachel Hope HarrisonWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 30, 2010Apr 14, 2010
Elizabeth Ann HurstWaddell & Reed otherPnc Wealth Management otherOtherMar 25, 2010Apr 15, 2010
Jeremy John SiragusaWaddell & Reed otherFirst National Capital Markets, Inc. otherOtherMar 24, 2010May 11, 2010 (48 d)
Warren Randolph MartinWaddell & Reed otherMML Investors Services, LLC BD affiliatedOtherMar 24, 2010May 5, 2022 (4425 d)
Travis AllbeeWaddell & Reed otherChase Investment Services Corp. otherOtherMar 23, 2010Apr 9, 2010
Chad FrattoWaddell & Reed otherOsaic Wealth, Inc. BD affiliatedOtherMar 22, 2010Sep 18, 2019 (3467 d)
David A RobbinsWaddell & Reed otherChase Investment Services Corp. otherOtherMar 22, 2010May 11, 2010 (50 d)
Theresa Rose FleckWaddell & Reed otherEdward Jones national BDOtherMar 12, 2010Aug 25, 2021 (4184 d)
Jeremy Lee McchesneyWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherMar 8, 2010Mar 2, 2010
Brian James BoccioWaddell & Reed otherChase Investment Services Corp. otherOtherMar 5, 2010Mar 5, 2010
Ryan Allan WhartonWaddell & Reed otherFifth Third Securities, Inc. otherOtherMar 5, 2010Jul 13, 2010 (130 d)
Luis Alfredo HernandezWaddell & Reed otherChase Investment Services Corp. otherOtherMar 1, 2010Mar 25, 2010
Michael R PollardWaddell & Reed otherCalamos Wealth Management LLC otherOtherFeb 22, 2010Feb 24, 2010
Charles Perry CurtisWaddell & Reed otherWells Fargo Advisors wirehouseOtherFeb 17, 2010Mar 5, 2010
Shweta Nand AgarwalWaddell & Reed otherMorgan Stanley wirehouseOtherFeb 16, 2010May 16, 2017 (2646 d)
Charles Joseph WinningerWaddell & Reed otherOsaic Wealth, Inc. otherOtherFeb 11, 2010Jul 7, 2017 (2703 d)
Janice Patrice HeinzWaddell & Reed otherValic Financial Advisors, Inc. otherOtherFeb 10, 2010Feb 19, 2010
Richard Edward BentelWaddell & Reed otherVeritrust Financial, LLC otherOtherFeb 8, 2010Feb 26, 2010
Christopher Michael RogersWaddell & Reed otherCreative Financial Designs, Inc. otherOtherFeb 4, 2010Mar 5, 2010
Gregg West DawsonWaddell & Reed otherKms Financial Services, Inc otherOtherFeb 4, 2010Feb 1, 2010
Ronald Scott PayneWaddell & Reed otherPrimerica Advisors national BDOtherFeb 3, 2010Aug 6, 2019 (3471 d)
Antonia Milo VaughnWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 3, 2010Jun 7, 2012 (855 d)
Drew William BoyerWaddell & Reed otherParallel Equity Advisors Ltd. state registeredOtherJan 29, 2010Apr 27, 2010 (88 d)
Janice Lynn BradyWaddell & Reed otherAvantax Advisory Services otherOtherJan 22, 2010Jan 15, 2010
Damian Jermaine LyonsWaddell & Reed otherHuntington Financial Advisors otherOtherJan 22, 2010Mar 23, 2010 (60 d)
Shelly Renay BaumgartnerWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherJan 21, 2010Mar 31, 2010 (69 d)
Gregory J. GishWaddell & Reed otherChase Investment Services Corp. otherOtherJan 20, 2010Mar 16, 2010 (55 d)
Eri TakahashiWaddell & Reed otherU.S. Bancorp Advisors, LLC otherOtherJan 19, 2010Nov 18, 2011 (668 d)
Michael James CroceWaddell & Reed otherStifel, Nicolaus & Company, Incorporated national BDOtherJan 19, 2010Nov 15, 2024 (5414 d)
Samantha WentlandWaddell & Reed otherPeople'S Securities, Inc. otherOtherJan 19, 2010Apr 22, 2010 (93 d)
Robert KellerWaddell & Reed otherWells Fargo Advisors wirehouseOtherJan 14, 2010Jan 16, 2018 (2924 d)
Charles Robert ArmstrongWaddell & Reed otherNew England Securities Corporation otherOtherJan 8, 2010Feb 5, 2010
Troy Dwayne WhiteWaddell & Reed otherHoodoo state registeredOtherJan 7, 2010Apr 18, 2018 (3023 d)
Kisha Byrd MadisonWaddell & Reed otherInvest Financial Corporation otherOtherJan 5, 2010Jun 2, 2010 (148 d)
John Kevin OsborneWaddell & Reed otherBb&T Investment Services, Inc. no RAUMOtherJan 5, 2010Jan 26, 2010
Emma Gean GodbeeWaddell & Reed otherWoodstock Financial Group, Inc. otherOtherJan 5, 2010Jan 26, 2010
Timothy Lynn DukesWaddell & Reed otherDukes Financial Group, LLC state registeredOtherJan 4, 2010Jan 27, 2010
Michelle Lee Cooper-McnallyWaddell & Reed otherMutual Of Omaha Investor Services, Inc. no RAUMOtherDec 31, 2009Dec 23, 2011 (722 d)
Mark Allan BannickWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherDec 31, 2009Jul 16, 2015 (2023 d)
John Randall SowardWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherDec 23, 2009Dec 22, 2009
Daniel William WeeksWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherDec 23, 2009Jan 4, 2010
Garrett Thomas MaddoxWaddell & Reed otherInvestment Professionals, Inc. otherOtherDec 23, 2009Dec 18, 2009
Christopher John ConeWaddell & Reed otherOsaic Wealth, Inc. otherOtherDec 23, 2009Dec 9, 2011 (716 d)
Christopher Harris LaneWaddell & Reed otherSterne Agee Asset Management, Inc. otherOtherDec 21, 2009Jan 22, 2010 (32 d)
Joseph Lee MadsenWaddell & Reed otherVsr Advisory Services otherOtherDec 18, 2009Mar 1, 2010 (73 d)
Kenneth Albert JohantgesWaddell & Reed otherValic Financial Advisors, Inc. otherOtherDec 17, 2009Aug 30, 2011 (621 d)
Jason Paul CodreaWaddell & Reed otherPrivate Advisor Group, LLC otherOtherDec 16, 2009Aug 31, 2016 (2450 d)
Charles Henry ShreveWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherDec 14, 2009Dec 16, 2009
Daniel Joseph ToledoWaddell & Reed otherChicago Partners Investment Group LLC otherOtherDec 10, 2009Jul 10, 2014 (1673 d)
Michael Joseph AlimoWaddell & Reed otherAmerican Investment Services otherOtherDec 4, 2009Dec 4, 2009
Erik Scott HerronWaddell & Reed otherArvest Wealth Management otherOtherDec 3, 2009Aug 2, 2016 (2434 d)
Whitney Blake SmithWaddell & Reed otherEquitable Advisors, LLC national BDOtherDec 2, 2009Dec 10, 2009
Lisa SmithWaddell & Reed otherChase Investment Services Corp. otherOtherDec 1, 2009Dec 14, 2009
William Jerald McintoshWaddell & Reed otherTd Ameritrade Investment Management, LLC otherOtherNov 17, 2009Dec 1, 2009
Gregory Scott DupontWaddell & Reed otherAdvocate Wealth Solutions state registeredOtherNov 13, 2009Jan 5, 2010 (53 d)
Ron Michael RoffWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherNov 13, 2009Feb 5, 2010 (84 d)
Robert BudraitisWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherNov 12, 2009Sep 8, 2011 (665 d)
Ronnie John SotoWaddell & Reed otherWells Fargo Advisors wirehouseOtherNov 11, 2009Nov 23, 2009
Justin Boyd WelchWaddell & Reed otherChase Investment Services Corp. otherOtherNov 9, 2009Nov 19, 2009
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