Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Eric Joseph BlakeWaddell & Reed otherAllstate Financial Advisors, LLC no RAUMOtherNov 6, 2009Nov 2, 2011 (726 d)
Stephen SaladrigasWaddell & Reed otherVanguard Advisers, Inc. BD affiliatedOtherNov 5, 2009Apr 2, 2025 (5627 d)
Aaron Mathew WassenaarWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 2, 2009Nov 10, 2009
Jeffrey StrittmatterWaddell & Reed otherChase Investment Services Corp. otherOtherOct 29, 2009Feb 26, 2010 (120 d)
Jone LeeWaddell & Reed otherChase Investment Services Corp. otherOtherOct 28, 2009Nov 10, 2010 (378 d)
Jon Dana JohnsonWaddell & Reed otherSignal Securities, Inc. otherOtherOct 27, 2009Mar 10, 2010 (134 d)
Jeff Allen FinkWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 20, 2009Oct 28, 2009
Veronica OsmonovWaddell & Reed otherHorter Investment Management, LLC otherOtherOct 19, 2009Apr 28, 2016 (2383 d)
Chad John Carter HookerWaddell & Reed otherPrimerica Advisors national BDOtherOct 19, 2009Sep 22, 2011 (703 d)
Ryan Peter MaksimovichWaddell & Reed otherWells Fargo Advisors wirehouseOtherOct 19, 2009Apr 27, 2011 (555 d)
Edward KesisianWaddell & Reed otherMorgan Stanley wirehouseOtherOct 13, 2009Oct 6, 2009
Elier Agustin PerazaWaddell & Reed other1st Global Advisors Inc otherOtherOct 12, 2009Oct 27, 2009
Ronald Wilde PauleWaddell & Reed otherEdward Jones national BDOtherOct 9, 2009Oct 12, 2009
Ronny InnigerWaddell & Reed otherCitigroup Global Markets Inc. otherOtherOct 8, 2009Mar 12, 2010 (155 d)
Christopher Douglas RobbinsWaddell & Reed otherBartlett & Co. LLC independent RIAOtherOct 2, 2009Mar 23, 2018 (3094 d)
Morey Wayne TrupeWaddell & Reed otherSignal Securities, Inc. otherOtherOct 1, 2009Oct 2, 2009
Nicholas L. GomezWaddell & Reed otherChase Investment Services Corp. otherOtherSep 29, 2009May 14, 2010 (227 d)
Rohnn Bruce SandersonWaddell & Reed otherAdvisory Services Network independent RIAOtherSep 28, 2009Feb 23, 2021 (4166 d)
Samantha Nicole GuthrieWaddell & Reed otherInvest Financial Corporation otherOtherSep 22, 2009Mar 9, 2010 (168 d)
Kyle Eugene BellWaddell & Reed otherAvantax Advisory Services otherOtherSep 18, 2009Nov 12, 2009 (55 d)
Justin Arthur VartanianWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherSep 17, 2009Mar 4, 2011 (533 d)
Jessica Lynn GolsonWaddell & Reed otherOrion Portfolio Solutions, LLC otherOtherSep 15, 2009Sep 12, 2011 (727 d)
Corey Jackson BarkerWaddell & Reed otherChase Investment Services Corp. otherOtherSep 10, 2009Sep 8, 2009
James Langford SpiesWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherSep 9, 2009Sep 21, 2009
Mark A RichardsWaddell & Reed otherEdward Jones national BDOtherSep 8, 2009Sep 4, 2009
Joshua Arthur Ryan RennertWaddell & Reed otherForesters Equity Services, Inc. otherOtherAug 25, 2009Aug 17, 2010 (357 d)
Michael Joseph VicarsWaddell & Reed otherNorthwestern Mutual Investment Services,LLC otherOtherAug 20, 2009Aug 2, 2010 (347 d)
Richard Benjamin HullWaddell & Reed otherUvest Financial Services Group, Inc. unclassifiedOtherAug 18, 2009Aug 27, 2009
Stephen Ernest MantzourisWaddell & Reed otherAtlas Capital Advisors Inc. otherOtherAug 11, 2009Nov 23, 2009 (104 d)
Jeffrey MyersWaddell & Reed otherMorgan Stanley wirehouseOtherAug 11, 2009Nov 21, 2017 (3024 d)
Nicholas Daniel DeeringWaddell & Reed otherLPL Financial LLC otherOtherJul 30, 2009Oct 1, 2009 (63 d)
Seeria KimWaddell & Reed otherTd Ameritrade, Inc. no RAUMOtherJul 17, 2009Aug 18, 2009 (32 d)
Jason Lamont WatsonWaddell & Reed otherAmerican Beacon Advisors, Inc. otherOtherJul 13, 2009Nov 2, 2010 (477 d)
Daniel Santos SantibanezWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherJul 13, 2009Oct 1, 2012 (1176 d)
Viral NayakWaddell & Reed otherFifth Third Securities, Inc. otherOtherJul 10, 2009Jul 22, 2009
Jeremy Adam LambertWaddell & Reed otherMorgan Stanley wirehouseOtherJul 10, 2009Jul 9, 2009
Terry Lynn BlairWaddell & Reed otherDb Advisors state registeredOtherJul 7, 2009Jun 30, 2009
Mark TaliaferroWaddell & Reed otherFifth Third Securities, Inc. otherOtherJul 2, 2009Nov 16, 2009 (137 d)
Mark Andreas HofleWaddell & Reed otherMorgan Stanley wirehouseOtherJun 29, 2009May 10, 2010 (315 d)
Wade Gaylen CornickWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherJun 29, 2009Sep 30, 2009 (93 d)
David Roger LemoineWaddell & Reed otherEmpower Advisory Group, LLC BD affiliatedOtherJun 24, 2009Aug 5, 2024 (5521 d)
Andrew James HoffmeyerWaddell & Reed otherCentaurus Financial, Inc. otherOtherJun 23, 2009Jun 30, 2009
Nicolaas Pieter DoelmanWaddell & Reed otherLPL Financial LLC otherOtherJun 19, 2009Jun 12, 2009
James C BushWaddell & Reed otherMorgan Stanley wirehouseOtherJun 19, 2009Jul 29, 2009 (40 d)
Meghan Cox RowntreeWaddell & Reed otherInvestment Professionals, Inc. otherOtherJun 17, 2009Jun 16, 2009
Rank Orion DawsonWaddell & Reed otherBoyd Watterson Asset Management, LLC otherOtherJun 11, 2009Mar 14, 2018 (3198 d)
John Craige MarekWaddell & Reed otherCetera Advisor Networks LLC otherOtherJun 9, 2009Jan 14, 2016 (2410 d)
Darren BanhWaddell & Reed otherMML Investors Services, LLC otherOtherJun 8, 2009Sep 15, 2009 (99 d)
David Swee Hock LimWaddell & Reed otherIc Advisory Services, Inc. otherOtherJun 2, 2009Jun 4, 2009
Suzanne Annette LakeWaddell & Reed otherCetera Investment Services LLC otherOtherMay 28, 2009May 22, 2009
Jeremy Guy Charles KellerWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherMay 28, 2009Dec 10, 2009 (196 d)
Karlie Bierie SkidmoreWaddell & Reed otherKeystone Financial Group, Inc. otherOtherMay 22, 2009Jul 24, 2009 (63 d)
Brian Joseph ImrichWaddell & Reed otherGps Financial, LLC no RAUMOtherMay 20, 2009Dec 1, 2017 (3117 d)
John Louis GomezWaddell & Reed otherChase Investment Services Corp. otherOtherMay 1, 2009Apr 7, 2010 (341 d)
James Cahill GavinWaddell & Reed otherUvest Financial Services Group, Inc. unclassifiedOtherApr 22, 2009May 14, 2009
Douglas Randolph MaloneWaddell & Reed otherEdward Jones national BDOtherApr 22, 2009Apr 30, 2009
Roger Mitchell KachinskeWaddell & Reed otherEquitable Advisors, LLC national BDOtherApr 20, 2009Apr 15, 2010 (360 d)
Fabiano Medrado De FrancoWaddell & Reed otherMissionsquare Retirement otherOtherApr 8, 2009Jun 15, 2010 (433 d)
Dustin Robert ZagerWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherMar 26, 2009Dec 14, 2009 (263 d)
Robert Edwin ThriftWaddell & Reed otherSecurian Financial Services, Inc. otherOtherMar 24, 2009Jul 16, 2009 (114 d)
Page 31 of 42PreviousNext