Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Anthony Zachary PriceWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherMay 21, 2008Aug 13, 2008 (84 d)
Grant Thomas StilesWaddell & Reed otherCreative Planning otherOtherMay 14, 2008Jun 23, 2016 (2962 d)
Joel Peter ArsenaultWaddell & Reed otherEdward Jones national BDOtherMay 13, 2008May 12, 2008
Rajiv ShahWaddell & Reed otherTd Ameritrade Investment Management, LLC otherOtherMay 9, 2008May 15, 2008
Monica Lynn MurphyWaddell & Reed otherEide Bailly Advisors, LLC otherOtherMay 8, 2008Feb 17, 2009 (285 d)
Fred Harvey SpicknallWaddell & Reed otherPrincipal Securities, Inc. otherOtherMay 8, 2008Jun 19, 2008 (42 d)
Jason RileyWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherMay 2, 2008Jun 18, 2008 (47 d)
Fadilah Hanna GambrellWaddell & Reed otherLPL Financial LLC otherOtherApr 29, 2008Apr 25, 2008
Linda Susan MckenneyWaddell & Reed otherNew England Securities Corporation otherOtherApr 29, 2008Jul 30, 2008 (92 d)
David James WinikatesWaddell & Reed otherChase Investment Services Corp. otherOtherApr 25, 2008Jul 10, 2008 (76 d)
William KimWaddell & Reed otherWespac Advisors, LLC unclassifiedOtherApr 22, 2008Jun 30, 2008 (69 d)
Victoria Ann WilkWaddell & Reed otherFirst Allied Securities, Inc. otherOtherApr 21, 2008Dec 1, 2009 (589 d)
Salah A SalehWaddell & Reed otherMML Investors Services, LLC otherOtherApr 11, 2008Feb 18, 2010 (678 d)
Jason Stewart DohrmanWaddell & Reed otherLPL Financial LLC otherOtherApr 10, 2008Jul 30, 2008 (111 d)
Steven George MeierWaddell & Reed otherThrivent Investment Management Inc. otherOtherApr 7, 2008Apr 11, 2008
Eric Thomas HambergWaddell & Reed otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherApr 3, 2008Jul 30, 2010 (848 d)
Vance Evan GarwoodWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherMar 31, 2008Apr 14, 2008
Michael Shane WootenWaddell & Reed otherNew England Securities Corporation otherOtherMar 20, 2008Apr 8, 2008
Jeremy Douglas BrothersWaddell & Reed otherAmeritas Advisory Services otherOtherMar 19, 2008Sep 24, 2008 (189 d)
Cody Bryan TellisWaddell & Reed otherBb&T Investment Services, Inc. no RAUMOtherMar 14, 2008Apr 22, 2008 (39 d)
David Ray DuvallWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherFeb 19, 2008Nov 13, 2008 (268 d)
Marcus WallaceWaddell & Reed otherFidelity Personal And Workplace Advisors BD affiliatedOtherFeb 11, 2008Sep 27, 2023 (5707 d)
Leslie Roper DayWaddell & Reed otherCommonwealth Financial Network national BDOtherFeb 5, 2008Feb 4, 2008
Sean David FislerWaddell & Reed otherCommonwealth Financial Network national BDOtherFeb 5, 2008Feb 4, 2008
Linda Faye LaganosWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherJan 30, 2008Apr 28, 2010 (819 d)
Chikako KashinoWaddell & Reed otherEsi Financial Advisors otherOtherJan 30, 2008Jan 31, 2008
Sally Antwiler BingamanWaddell & Reed otherWells Fargo Advisors wirehouseOtherJan 30, 2008Oct 6, 2014 (2441 d)
Jason Andrew WoonWaddell & Reed otherWespac Advisors, LLC otherOtherJan 29, 2008Jun 2, 2009 (490 d)
Stephen Douglas EvansWaddell & Reed otherKestra Advisory Services, LLC otherOtherJan 28, 2008Apr 21, 2016 (3006 d)
Kimble Milton JohnsonWaddell & Reed otherLPL Financial LLC otherOtherJan 24, 2008Jan 18, 2008
Thomas John MillerWaddell & Reed otherEagle Strategies LLC otherOtherJan 23, 2008May 11, 2012 (1570 d)
Kyle Sean ScottWaddell & Reed otherCentaurus Financial, Inc. otherOtherJan 23, 2008Jan 16, 2008
Matthew Wayne SimonWaddell & Reed otherEdward Jones national BDOtherJan 23, 2008Feb 10, 2017 (3306 d)
Ryan Michael OliverWaddell & Reed otherQuestar Asset Management, Inc. otherOtherJan 11, 2008May 3, 2011 (1208 d)
Michelle Leigh PostonWaddell & Reed otherAmeriprise Advisor Services, Inc. unclassifiedOtherJan 10, 2008Jan 10, 2008
Amy Collier GarrisonWaddell & Reed otherOsaic Wealth, Inc. otherOtherJan 9, 2008Feb 5, 2008
Jennifer FalkWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherJan 4, 2008Jan 22, 2008
Farzad KhoshnoodiWaddell & Reed otherStryker Financial state registeredOtherJan 2, 2008Jan 25, 2008
Sabina ValicWaddell & Reed otherPfg Advisors independent RIAOtherDec 31, 2007Jan 22, 2019 (4040 d)
Jenifer L BusingWaddell & Reed otherLPL Financial LLC independent RIAOtherDec 31, 2007Nov 4, 2022 (5422 d)
Daniel Scott ForresterWaddell & Reed otherOsaic Fs, Inc. otherOtherDec 19, 2007May 12, 2008 (145 d)
Leanne Ozaine SmithWaddell & Reed otherMML Investors Services, LLC otherOtherDec 19, 2007Oct 27, 2008 (313 d)
Michael Allen BallouWaddell & Reed otherLPL Financial LLC otherOtherDec 19, 2007Dec 12, 2007
Wesley Spaulding BrownWaddell & Reed otherMorgan Stanley & Co. LLC unclassifiedOtherDec 19, 2007Jan 28, 2008 (40 d)
Martin Andrew MichaudWaddell & Reed otherEagle Strategies LLC otherOtherDec 4, 2007Feb 20, 2018 (3731 d)
Christopher RiversWaddell & Reed otherLincoln Investment independent RIAOtherDec 4, 2007Feb 10, 2025 (6278 d)
Jorge H DiazWaddell & Reed otherMorgan Stanley wirehouseOtherNov 30, 2007Apr 5, 2010 (857 d)
Robert Anton FaustWaddell & Reed otherSignator Investors, Inc. otherOtherNov 30, 2007Jan 22, 2008 (53 d)
Frank Andrew DeptolaWaddell & Reed otherValic Financial Advisors, Inc. otherOtherNov 29, 2007Jan 18, 2008 (50 d)
Jeffrey Roy McguireWaddell & Reed otherNationwide Securities, LLC no RAUMOtherNov 29, 2007Jul 20, 2011 (1329 d)
William Frederick DelanoWaddell & Reed otherWfp Securities unclassifiedOtherNov 16, 2007Nov 9, 2007
Don Richard NorrisWaddell & Reed otherThe Mutual Fund Store otherOtherNov 16, 2007Jan 3, 2008 (48 d)
Darin Noel ShankWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherNov 15, 2007Nov 12, 2007
Jason Eric SeehusenWaddell & Reed otherCopper Financial otherOtherNov 13, 2007Jan 8, 2018 (3709 d)
Timothy Edward MeyerWaddell & Reed otherInvestment Advisors International, Inc. unclassifiedOtherNov 9, 2007Jan 7, 2008 (59 d)
Allen Wesley LoseyWaddell & Reed otherTca Financial Group, LLC unclassifiedOtherNov 2, 2007Oct 31, 2007
Michael Eugene GeitnerWaddell & Reed otherNew England Securities Corporation otherOtherNov 2, 2007Nov 12, 2007
Christopher A CavallaroWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherOct 26, 2007Oct 25, 2007
Sung Yu LiuWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 16, 2007Oct 10, 2007
Jeffrey A SantosWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 8, 2007Oct 11, 2007
Page 33 of 42PreviousNext