Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Lee Roger CookWaddell & Reed otherNatcity Investments, Inc. unclassifiedOtherMar 17, 2009Mar 26, 2009
Josiah James FrickeWaddell & Reed otherMML Investors Services, LLC otherOtherMar 16, 2009Mar 27, 2009
Christopher Metzger HansonWaddell & Reed otherTrevian Financial unclassifiedOtherMar 16, 2009May 29, 2009 (74 d)
Steven Farrell WisnewskiWaddell & Reed otherCape Investment Advisory, Inc. otherOtherMar 9, 2009Jul 17, 2009 (130 d)
Kevin L RidenourWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherFeb 27, 2009Sep 29, 2009 (214 d)
Jeffrey Stanton StoneWaddell & Reed otherFirst Citizens Asset Management, Inc otherOtherFeb 24, 2009Mar 11, 2009
Matthew Adam MunyonWaddell & Reed otherM Holdings Securities, Inc. BD affiliatedOtherFeb 19, 2009Aug 26, 2020 (4206 d)
Matthew Williams TeagueWaddell & Reed otherWells Fargo Advisors wirehouseOtherFeb 10, 2009Feb 10, 2009
Christopher Vuthi PramawatWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherFeb 6, 2009Mar 16, 2009 (38 d)
Richard Norman AndersenWaddell & Reed otherInvest Financial Corporation otherOtherFeb 6, 2009Dec 14, 2016 (2868 d)
Christopher VillegasWaddell & Reed otherUnited Capital Financial Advisors otherOtherFeb 5, 2009Jun 23, 2011 (868 d)
Michael Wood SchooleyWaddell & Reed otherSecurian Financial Services, Inc. otherOtherJan 29, 2009Feb 18, 2009
Gregory Gene CollinsWaddell & Reed otherCitigroup Global Markets Inc. otherOtherJan 28, 2009Feb 6, 2009
Kenneth Edward DonnellyWaddell & Reed otherAvantax Advisory Services otherOtherJan 26, 2009Jul 29, 2009 (184 d)
Cynthia Lynn EarlyWaddell & Reed otherEdward Jones national BDOtherJan 26, 2009Feb 3, 2009
John C RogersWaddell & Reed otherValic Financial Advisors, Inc. otherOtherJan 21, 2009Jan 21, 2009
Timmothy Erwin NootzWaddell & Reed otherAdvice And Planning Services BD affiliatedOtherJan 20, 2009Oct 3, 2018 (3543 d)
Kyle Robert WeathersWaddell & Reed otherNatcity Investments, Inc. unclassifiedOtherJan 8, 2009Jan 16, 2009
Susan Lynn ImelWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 8, 2009Jan 12, 2009
John Michael TiddyWaddell & Reed otherMecklenburg Financial Group state registeredOtherJan 7, 2009Jan 22, 2009
Gloria Arsonia PottsWaddell & Reed otherAmerican Portfolios Advisors, Inc otherOtherJan 7, 2009Aug 4, 2009 (209 d)
Jeffrey Jay HardestyWaddell & Reed otherWoodstock Financial Group, Inc. otherOtherJan 6, 2009Mar 3, 2009 (56 d)
Terry Albert PasqualeWaddell & Reed otherVeritrust Financial, LLC otherOtherJan 5, 2009Jan 5, 2009
Richard Lee BoppWaddell & Reed otherH. Beck, Inc. otherOtherJan 5, 2009Jan 2, 2009
Mary E WhiteWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherJan 5, 2009Oct 29, 2010 (662 d)
Michael OlarioWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 5, 2009Jan 13, 2017 (2930 d)
David Robert EspinosaWaddell & Reed otherLPL Financial LLC otherOtherDec 22, 2008Apr 9, 2010 (473 d)
Michael V RonanWaddell & Reed otherEagle Strategies LLC otherOtherNov 25, 2008Jul 29, 2009 (246 d)
Karen Anne OstartickiWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 12, 2008Nov 4, 2019 (4009 d)
Mitzie Yvonne WilsonWaddell & Reed otherChase Investment Services Corp. otherOtherNov 11, 2008May 19, 2010 (554 d)
Debra Marie WilkensWaddell & Reed otherPrivate Wealth Asset Management no RAUMOtherOct 28, 2008Nov 2, 2021 (4753 d)
Michael Dean RudkinWaddell & Reed otherCitigroup Global Markets Inc. otherOtherOct 20, 2008Oct 22, 2008
Robert James JosephWaddell & Reed otherEagle Strategies LLC otherOtherOct 13, 2008Dec 2, 2008 (50 d)
Andrew Maxwell AldredgeWaddell & Reed otherSii Investments, Inc. otherOtherOct 1, 2008Sep 30, 2008
Anne Kim TrinhWaddell & Reed otherM Holdings Securities, Inc. otherOtherSep 15, 2008Oct 22, 2008 (37 d)
Christian Gabriel TaylorWaddell & Reed otherNext Financial Group, Inc. otherOtherSep 15, 2008Mar 18, 2011 (914 d)
Louis John MangeneWaddell & Reed otherMsi Financial Services, Inc. otherOtherSep 5, 2008Oct 23, 2008 (48 d)
Jeffrey Cody GarciaWaddell & Reed otherAdvisors Asset Management, Inc. otherOtherSep 4, 2008Sep 11, 2008
Jonathan Paul KlugWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 28, 2008Sep 17, 2008
Andrew Lawrence ColeWaddell & Reed otherAllstate Financial Advisors, LLC BD affiliatedOtherAug 19, 2008Jul 16, 2021 (4714 d)
Edward John ArgusWaddell & Reed otherArgus Efficient Capital, LLC state registeredOtherAug 11, 2008Jul 19, 2024 (5821 d)
Frank John GamezWaddell & Reed otherOsaic Fs, Inc. otherOtherAug 8, 2008Aug 18, 2008
Timothy Monroe WilliamsWaddell & Reed otherNexity Financial Services, Inc. unclassifiedOtherJul 25, 2008Jul 22, 2008
Donald Allen WalesWaddell & Reed otherWells Fargo Advisors wirehouseOtherJul 25, 2008Jul 28, 2008
John William BachWaddell & Reed otherCreative Financial Designs, Inc. otherOtherJul 17, 2008Jul 14, 2008
Darla Mae Haines MillsWaddell & Reed otherValic Financial Advisors, Inc. otherOtherJul 15, 2008Jul 13, 2010 (728 d)
Gerald Steven ReedWaddell & Reed otherAdvisors Asset Management, Inc. otherOtherJul 10, 2008Sep 4, 2008 (56 d)
Michael Patrick DalleoWaddell & Reed otherValic Financial Advisors, Inc. otherOtherJul 3, 2008Aug 19, 2008 (47 d)
Phillip R WightWaddell & Reed otherWells Fargo Advisors wirehouseOtherJul 2, 2008Jul 1, 2008
Christopher T WheatleyWaddell & Reed otherCitigroup Global Markets Inc. otherOtherJul 1, 2008Nov 21, 2008 (143 d)
Tyson Carl FrerkingWaddell & Reed otherKey Investment Services LLC otherOtherJun 23, 2008Jun 26, 2008
Richard Robert LoyWaddell & Reed otherCuna Brokerage Services, Inc. mixed wealthOtherJun 19, 2008Jul 3, 2018 (3666 d)
Heath B HoustonWaddell & Reed otherEagle Strategies LLC otherOtherJun 18, 2008Jun 10, 2010 (722 d)
Diana Garcia Van HornWaddell & Reed otherEdward Jones national BDOtherJun 12, 2008Jul 6, 2009 (389 d)
John L CoeuilleWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherJun 10, 2008Jul 31, 2008 (51 d)
James Daniel HeaveyWaddell & Reed otherSignator Investors, Inc. otherOtherJun 3, 2008Apr 23, 2010 (689 d)
Michael R GoldenWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 29, 2008Jun 13, 2008
Robert James ToyerWaddell & Reed otherCetera Investment Advisers LLC otherOtherMay 28, 2008May 27, 2008
Dawn Elizabeth HansenWaddell & Reed otherCommerce Brokerage Services, Inc otherOtherMay 28, 2008Jun 4, 2008
Trevor Keane HarrisWaddell & Reed otherBok Financial Advisors otherOtherMay 23, 2008Jun 27, 2012 (1496 d)
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