Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Dennis M BurnsWaddell & Reed otherMML Investors Services, LLC otherOtherFeb 8, 2007Feb 12, 2008 (369 d)
Dianne Yeuk-Ha WoonWaddell & Reed otherCincinnati Analysts, Inc otherOtherFeb 5, 2007Feb 2, 2007
Joan Frances CrouchWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherJan 31, 2007Feb 15, 2007
Ryan Charles EmmingerWaddell & Reed otherStrategic Advisers LLC national BDOtherJan 26, 2007Jan 25, 2008 (364 d)
Jason Daniel RathelWaddell & Reed otherFifth Third Securities, Inc. otherOtherJan 26, 2007Aug 9, 2013 (2387 d)
Bernard Reynald ReyWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJan 25, 2007Jan 27, 2009 (733 d)
Scott BryantWaddell & Reed otherEdward Jones national BDOtherJan 24, 2007Jan 22, 2007
Wil SmithWaddell & Reed otherA. G. Edwards & Sons, Inc. unclassifiedOtherJan 24, 2007Jan 22, 2007
Brad Earl Scott TinnonWaddell & Reed otherLPL Financial LLC otherOtherJan 24, 2007Jan 23, 2007
Shawn William GreenlandWaddell & Reed otherNext Financial Group, Inc. otherOtherJan 23, 2007Mar 1, 2007 (37 d)
John Joseph FryeWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherJan 22, 2007Jan 25, 2007
Craig Allen LeppienWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 17, 2007Jan 31, 2007
William Edward SmithWaddell & Reed otherA. G. Edwards & Sons, Inc. unclassifiedOtherJan 16, 2007Jan 12, 2007
Katherine Jean MorrisWaddell & Reed otherVeritrust Financial, LLC otherOtherJan 11, 2007Jan 10, 2007
Xiaodan ZhengWaddell & Reed otherChase Investment Services Corp. otherOtherJan 10, 2007Jan 9, 2007
Shane Leon DerifieldWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherJan 8, 2007Jan 19, 2007
Andrew Clifford MillerWaddell & Reed otherPrincipal Asset Management otherOtherJan 8, 2007Dec 21, 2021 (5461 d)
Blaine Allen PetersonWaddell & Reed otherCetera Investment Services LLC otherOtherJan 8, 2007Jan 5, 2007
Shawna Denise BonnerWaddell & Reed otherLPL Financial LLC otherOtherDec 31, 2006Apr 23, 2007 (113 d)
Craig MartzWaddell & Reed otherNext Financial Group, Inc. otherOtherDec 31, 2006Mar 2, 2007 (61 d)
Norman Eugene WebbWaddell & Reed otherOsaic Fs, Inc. otherOtherDec 19, 2006Feb 2, 2007 (45 d)
Michael Wayne ArthursWaddell & Reed otherAmeritas Advisory Services, LLC BD affiliatedOtherDec 14, 2006Nov 1, 2021 (5436 d)
Nicholas James TaylorWaddell & Reed otherLPL Financial LLC otherOtherDec 8, 2006Dec 4, 2006
Paul William BoudwinWaddell & Reed otherBanc Of America Investment Services, Inc. unclassifiedOtherDec 6, 2006Dec 14, 2006
Rashonner Kelly LillieWaddell & Reed otherBanc Of America Investment Services, Inc. unclassifiedOtherDec 6, 2006Dec 5, 2006
Nicole Ann CantrillWaddell & Reed otherCetera Advisors LLC otherOtherDec 1, 2006Dec 4, 2006
Patricia Ann ErwinWaddell & Reed otherWorld Equity Group, Inc. otherOtherNov 27, 2006Nov 17, 2006
Leon Arlin HenryWaddell & Reed otherEdward Jones national BDOtherNov 22, 2006Jun 28, 2010 (1314 d)
Timothy John ErwinWaddell & Reed otherWorld Equity Group, Inc. otherOtherNov 16, 2006Nov 17, 2006
Asiyat KhuranovaWaddell & Reed otherCitigroup Global Markets Inc. otherOtherNov 1, 2006Oct 26, 2006
Robert Lawrence OdishooWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 6, 2006May 20, 2024 (6436 d)
Brian Kenneth NunesWaddell & Reed otherLPL Financial LLC otherOtherSep 28, 2006Oct 2, 2006
Michael Andre AguadoWaddell & Reed otherNew England Securities Corporation otherOtherSep 27, 2006Oct 10, 2006
Michael Lawrence TalleyWaddell & Reed otherCiticorp Investment Services unclassifiedOtherSep 27, 2006Sep 19, 2006
Nathan Ross HoytWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 22, 2006May 14, 2008 (600 d)
John Eugene PerezWaddell & Reed otherMML Investors Services, LLC otherOtherSep 18, 2006Oct 10, 2006
Steven CanaliWaddell & Reed otherFsc Securities Corporation otherOtherSep 7, 2006Oct 25, 2006 (48 d)
Susan M. AndoWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherSep 7, 2006Dec 1, 2006 (85 d)
Michael Patrick CostelloeWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherSep 5, 2006Oct 19, 2006 (44 d)
Brian Tracy LamWaddell & Reed otherEdward Jones national BDOtherSep 5, 2006Jun 28, 2023 (6140 d)
Richard John JohnsonWaddell & Reed otherBerthel Fisher & Company Financial Services, Inc. otherOtherSep 5, 2006Apr 5, 2010 (1308 d)
Vicki Lee BeamWaddell & Reed otherWorkman Securities Corporation unclassifiedOtherAug 29, 2006Apr 12, 2007 (226 d)
Barry L. ConoverWaddell & Reed otherEquitable Advisors, LLC national BDOtherAug 18, 2006Aug 30, 2006
Norman Ray HarpWaddell & Reed otherAvantax Planning Partners, Inc. otherOtherAug 16, 2006Oct 20, 2006 (65 d)
Bryan Salas CastroWaddell & Reed otherFsc Securities Corporation otherOtherAug 16, 2006Feb 1, 2010 (1265 d)
Jonathan David TaylorWaddell & Reed otherEdward Jones national BDOtherAug 15, 2006Nov 2, 2007 (444 d)
Brandon David JohnsonWaddell & Reed otherVsr Advisory Services otherOtherJul 28, 2006Jul 21, 2006
Susan Marie StadsklevWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherJul 27, 2006Nov 10, 2006 (106 d)
John Bradley RuebsahmWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherJul 26, 2006Jul 24, 2006
Mary Ellen SchwartzWaddell & Reed otherSymphonic Financial Advisors LLC otherOtherJul 25, 2006Jul 20, 2006
Mary Darlene CanalesWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherJul 20, 2006Dec 14, 2006 (147 d)
Nathan James CrowWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherJul 14, 2006Oct 25, 2006 (103 d)
Keith Michael ElisWaddell & Reed otherA. G. Edwards & Sons, Inc. unclassifiedOtherJul 12, 2006Jul 7, 2006
James Edwin AughtryWaddell & Reed otherAdvice And Planning Services otherOtherJul 6, 2006Jun 8, 2012 (2164 d)
Aaron RalstonWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherJun 22, 2006Jun 21, 2006
Brian Scott TewesWaddell & Reed otherOsaic Fs, Inc. otherOtherJun 13, 2006Jun 7, 2006
Spencer William RandWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherJun 13, 2006Jun 28, 2006
Roy Roland ShadboltWaddell & Reed otherEquitable Advisors, LLC national BDOtherJun 12, 2006Jun 9, 2006
James Michael DerosaWaddell & Reed otherAdvice And Planning Services otherOtherJun 12, 2006Jun 29, 2006
Anthony Lawrence SafferWaddell & Reed otherCetera Advisor Networks LLC otherOtherJun 6, 2006Jun 20, 2006
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