Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Robert Sandford RotheWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherOct 8, 2007Oct 12, 2007
James William SniderWaddell & Reed otherVeritrust Financial, LLC otherOtherOct 3, 2007Oct 1, 2007
Erica Lynn BrownWaddell & Reed otherFirst Command Advisory Services BD affiliatedOtherOct 1, 2007Dec 9, 2022 (5548 d)
James Thaddeus KalinowskiWaddell & Reed otherQa3 Financial LLC unclassifiedOtherSep 27, 2007Sep 26, 2007
William Francis RichardWaddell & Reed otherInvestors Capital Advisory otherOtherSep 25, 2007Sep 20, 2007
Daniel Graham HenryWaddell & Reed otherChase Investment Services Corp. otherOtherSep 25, 2007Feb 1, 2008 (129 d)
Valerie Brenatte Love-ParkerWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherSep 18, 2007Sep 19, 2007
Theresa Lloyd HarrisWaddell & Reed otherFirst Citizens Investor Services, Inc. otherOtherSep 13, 2007Apr 8, 2008 (208 d)
Lori Dean FriseWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherSep 10, 2007Jan 2, 2009 (480 d)
Brooklyn Dea YoungWaddell & Reed otherWells Fargo Advisors wirehouseOtherSep 5, 2007Nov 1, 2007 (57 d)
Matthew James YungWaddell & Reed otherJohnson Investment Counsel, Inc. otherOtherSep 5, 2007Nov 25, 2013 (2273 d)
Scott K GarrettWaddell & Reed otherMaia Wealth independent RIAOtherAug 27, 2007Jul 10, 2025 (6527 d)
Pamela Sue FlournoyWaddell & Reed otherLPL Financial LLC otherOtherAug 24, 2007Aug 17, 2007
Daniel Joseph RoccoWaddell & Reed otherNatcity Investments, Inc. unclassifiedOtherAug 16, 2007Nov 13, 2007 (89 d)
James Corey RuddWaddell & Reed otherEdward Jones national BDOtherAug 15, 2007Aug 31, 2007
Christopher Allin HerringWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherAug 10, 2007Sep 14, 2007 (35 d)
Wayne Eugene JohnsonWaddell & Reed otherSyverson Strege otherOtherAug 9, 2007Mar 18, 2011 (1317 d)
Stephen Mark BairWaddell & Reed otherSuntrust Investment Services, Inc. otherOtherAug 9, 2007May 29, 2008 (294 d)
Michael David PoppenWaddell & Reed otherLPL Financial LLC otherOtherAug 7, 2007Aug 15, 2007
Vint Wayne StevensonWaddell & Reed otherU.S. Bancorp Advisors, LLC otherOtherAug 6, 2007Aug 9, 2007
Lisa Mireles ShinhiraWaddell & Reed otherOsaic Fa, Inc. otherOtherAug 6, 2007Oct 4, 2007 (59 d)
Ty Jeremy BaileyWaddell & Reed otherCetera Advisor Networks LLC otherOtherJul 24, 2007Jul 31, 2007
Jason Samuel SpecinerWaddell & Reed otherCetera Advisor Networks LLC otherOtherJul 24, 2007Jul 31, 2007
Gregory Michael SilvaWaddell & Reed otherCitizens Securities, Inc. otherOtherJul 16, 2007Jul 18, 2007
Jeffrey Brian FernWaddell & Reed otherAmeritas Advisory Services, LLC BD affiliatedOtherJul 10, 2007Nov 1, 2021 (5228 d)
Anthony Christopher WaddellWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherJul 5, 2007Jan 2, 2009 (547 d)
Theresa Camille WaddellWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherJul 5, 2007Jan 2, 2009 (547 d)
William Henry MorganWaddell & Reed otherFirst Horizon Advisors, Inc otherOtherJun 19, 2007Jul 27, 2007 (38 d)
Julie Ann WeemsWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherJun 13, 2007Jun 11, 2007
Nicholas Adam GibsonWaddell & Reed otherNatcity Investments, Inc. unclassifiedOtherJun 13, 2007Sep 4, 2007 (83 d)
Raymond Cripps De WittWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJun 8, 2007Jun 5, 2007
Robert S. EifordWaddell & Reed otherA. G. Edwards & Sons, Inc. unclassifiedOtherMay 25, 2007Jun 11, 2007
Thomas John VilleneuveWaddell & Reed otherEagle Strategies LLC otherOtherMay 23, 2007Jun 16, 2010 (1120 d)
Anita Jaswantlal PatelWaddell & Reed otherCetera Advisor Networks LLC otherOtherMay 18, 2007May 31, 2007
Tristan Sommer KassWaddell & Reed otherMorgan Stanley & Co. LLC unclassifiedOtherMay 11, 2007Oct 19, 2007 (161 d)
Anshu Shah Chand ThakurWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMay 10, 2007Jan 8, 2008 (243 d)
Richard Arthur ShivelyWaddell & Reed otherOsaic Fs, Inc. otherOtherMay 4, 2007May 9, 2007
Kurt Wayne WhitesellWaddell & Reed otherCommonwealth Financial Network national BDOtherApr 24, 2007Apr 23, 2007
Terri Kae HickmanWaddell & Reed otherLPL Financial LLC otherOtherApr 24, 2007Apr 20, 2007
Kevin John EngbersWaddell & Reed otherLPL Financial LLC otherOtherApr 17, 2007Apr 18, 2007
Fred Eric YmkerWaddell & Reed otherLPL Financial LLC otherOtherApr 17, 2007Apr 18, 2007
Keith Robert SchaefbauerWaddell & Reed otherLPL Financial LLC otherOtherApr 17, 2007Apr 18, 2007
Min Jong SulWaddell & Reed otherCitigroup Global Markets Inc. otherOtherApr 17, 2007May 8, 2007
Marc Charles DesmarteauWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherApr 12, 2007Apr 23, 2007
Jason Paul WiltseWaddell & Reed otherBerthel Fisher & Company Financial Services, Inc. otherOtherApr 10, 2007Apr 2, 2007
Thai VangWaddell & Reed otherWamu Investments, Inc. unclassifiedOtherApr 5, 2007Oct 31, 2007 (209 d)
Matthew Scott OnstotWaddell & Reed otherBerthel Fisher & Company Financial Services, Inc. otherOtherApr 4, 2007Mar 29, 2007
Brian Lee KlitzkeWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMar 22, 2007Mar 28, 2007
Vincent Paul SturmWaddell & Reed otherWorkman Securities Corporation unclassifiedOtherMar 21, 2007Jan 2, 2008 (287 d)
Virgilio Benedicto CristobalWaddell & Reed otherOsaic Fa, Inc. otherOtherMar 14, 2007Mar 5, 2007
David Yoon-Hee RheeWaddell & Reed otherMomentum Independent Network Inc. otherOtherMar 13, 2007Mar 6, 2007
Sabine J De WeijerWaddell & Reed otherWamu Investments, Inc. unclassifiedOtherMar 9, 2007May 23, 2007 (75 d)
Arthur Cameron LaneWaddell & Reed otherWestern International Securities otherOtherMar 7, 2007Feb 28, 2007
Carlos FuentesWaddell & Reed otherLPL Financial LLC otherOtherMar 7, 2007Mar 2, 2007
Anthony David FavelaWaddell & Reed otherCitigroup Global Markets Inc. otherOtherMar 7, 2007Mar 2, 2007
Robert Laurence KundeWaddell & Reed otherAmerican Independent Securities Group, LLC otherOtherMar 5, 2007Feb 26, 2007
Heather Leigh BrittainWaddell & Reed otherAccessor Capital Management LP unclassifiedOtherMar 2, 2007Jun 25, 2007 (115 d)
Bradley Benjamin HarrisWaddell & Reed otherLPL Financial LLC otherOtherFeb 27, 2007Feb 21, 2007
Matthew Charles HartmanWaddell & Reed otherRubinbrown Advisors LLC otherOtherFeb 9, 2007Jun 8, 2007 (119 d)
Marc Roger BeausoleilWaddell & Reed otherPrincipal Securities, Inc. otherOtherFeb 9, 2007Nov 17, 2010 (1377 d)
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