Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Jason Lee McgarraughWaddell & Reed otherLPL Financial LLC otherOtherJun 6, 2006Jun 1, 2006
Allen Keith NortonWaddell & Reed otherStrategic Advisers LLC national BDOtherJun 6, 2006Jan 1, 2010 (1305 d)
Ernest Richard MendozaWaddell & Reed otherRaymond James Financial Services Advisors, Inc otherOtherJun 5, 2006Jan 2, 2009 (942 d)
Justin Michael TaylorWaddell & Reed otherWells Fargo Advisors wirehouseOtherMay 26, 2006Jun 5, 2006
Henry W SladekWaddell & Reed otherNorthwestern Mutual Investment Services,LLC otherOtherMay 25, 2006Sep 11, 2015 (3396 d)
Sharon Dianne MalloryWaddell & Reed otherSdm Investments, LLC state registeredOtherMay 23, 2006May 16, 2006
Travis Dean BomgardnerWaddell & Reed otherTschetter Group independent RIAOtherMay 16, 2006Sep 22, 2022 (5973 d)
Thomas Lloyd WorthWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMay 15, 2006May 22, 2006
Elizabeth Parent O'DonnellWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMay 12, 2006May 12, 2006
Nicholas Scott FreasWaddell & Reed otherThrivent Advisor Network, LLC BD affiliatedOtherMay 10, 2006Apr 11, 2023 (6180 d)
Robin Gardner LeeWaddell & Reed otherNext Financial Group, Inc. otherOtherMay 8, 2006May 2, 2006
George Rondel KirklandWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherMay 8, 2006May 30, 2006
Jeffrey S BallekWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherMay 1, 2006Apr 26, 2006
James Gordon MillerWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMay 1, 2006May 5, 2006
Bradly Edward TharpWaddell & Reed other1st Global Advisors Inc otherOtherApr 26, 2006Apr 17, 2006
Bradly Allen BroadbentWaddell & Reed other1st Global Advisors Inc otherOtherApr 26, 2006Apr 26, 2006
Matthew Lawrence PreddyWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherApr 26, 2006Apr 28, 2006
Todd Russell YoungbergWaddell & Reed otherBmo Harris Financial Advisors, Inc otherOtherApr 26, 2006Apr 18, 2006
John Lewis BoyerWaddell & Reed otherNew England Securities Corporation otherOtherApr 25, 2006May 18, 2006
Daniel Jon OlsenWaddell & Reed otherOneamerica Securities, Inc. otherOtherApr 13, 2006Aug 29, 2007 (503 d)
Fanor Abraham BohorquezWaddell & Reed otherWamu Investments, Inc. unclassifiedOtherApr 13, 2006Oct 16, 2007 (551 d)
David Eaton RathgebWaddell & Reed otherCetera Investment Services LLC otherOtherApr 7, 2006Apr 4, 2006
Kelly Lopez AtkinsonWaddell & Reed otherCetera Investment Services LLC otherOtherApr 6, 2006Feb 20, 2007 (320 d)
Rizwan RizwiWaddell & Reed otherPacific West Financial Consultants Inc otherOtherApr 3, 2006Apr 18, 2006
Manfred Hans Von EhrenfriedWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherMar 30, 2006Mar 31, 2006
Timothy Gilbert LassenWaddell & Reed otherEquitable Advisors, LLC national BDOtherMar 21, 2006Aug 7, 2006 (139 d)
Adam Christian GuentherWaddell & Reed otherHornor, Townsend & Kent, LLC otherOtherMar 20, 2006Mar 14, 2006
Eldon Dean Fielding-MonsonWaddell & Reed otherFsic otherOtherMar 10, 2006Mar 6, 2006
Jennifer Lynn BlakeWaddell & Reed otherSagepoint Financial, Inc. otherOtherMar 10, 2006Apr 12, 2006 (33 d)
Alicia Rose FrycWaddell & Reed otherTouchstone Advisors Inc otherOtherMar 9, 2006Apr 7, 2006
Travis John LetaWaddell & Reed otherOsaic Fa, Inc. otherOtherMar 9, 2006Mar 15, 2006
Shelly HallWaddell & Reed otherSymphonic Financial Advisors LLC otherOtherMar 7, 2006Mar 1, 2006
William Shane KonvesWaddell & Reed otherSuntrust Investment Services, Inc. otherOtherMar 7, 2006May 23, 2006 (77 d)
Steven William TamboneWaddell & Reed otherS & A Financial Strategies & Services, LLC state registeredOtherMar 6, 2006Apr 17, 2006 (42 d)
Michelle K BoyumWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherMar 3, 2006Aug 29, 2006 (179 d)
Will D ColemanWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 27, 2006Mar 8, 2006
Tracey Kulpa BrenneiseWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 24, 2006May 8, 2006 (73 d)
Patrick James BlairWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherFeb 23, 2006Feb 17, 2006
Jeffrey Michael WhiteWaddell & Reed otherBb&T Investment Services, Inc. no RAUMOtherFeb 13, 2006Oct 31, 2006 (260 d)
Jeremy CommeretWaddell & Reed otherLPL Financial LLC otherOtherFeb 9, 2006Feb 6, 2006
Mark David ReitsmaWaddell & Reed otherLPL Financial LLC otherOtherFeb 8, 2006Feb 3, 2006
Brent Emerson KassnerWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 1, 2006Jan 9, 2008 (707 d)
John Christopher LittleWaddell & Reed otherNext Financial Group, Inc. otherOtherJan 30, 2006Jan 25, 2006
Daniel Stewart WestubaWaddell & Reed otherFirst Command Financial Planning, Inc. otherOtherJan 23, 2006Aug 24, 2009 (1309 d)
Matthew Dane CoxWaddell & Reed otherNext Financial Group, Inc. otherOtherJan 19, 2006Jan 20, 2006
John Joseph HeaneyWaddell & Reed otherMedallion Advisory Services, LLC unclassifiedOtherJan 18, 2006Jan 10, 2006
Holli Michelle MillikenWaddell & Reed otherFirst Citizens Asset Management, Inc otherOtherJan 13, 2006Nov 1, 2006 (292 d)
Jacquelyn Mitchell EdwardsWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 13, 2006Jan 10, 2006
Robert John ClarkeWaddell & Reed otherMsi Financial Services, Inc. otherOtherJan 13, 2006Jan 31, 2006
Shawn P. SmithWaddell & Reed otherStrategic Advisers LLC national BDOtherJan 11, 2006Feb 20, 2007 (405 d)
Hayden Ivan LippWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherDec 31, 2005Jan 11, 2006
Diana Marie SubkaWaddell & Reed otherA. G. Edwards & Sons, Inc. unclassifiedOtherDec 31, 2005Nov 20, 2007 (689 d)
Leslie Anne HerrWaddell & Reed otherAnderson Herr Financial Services, LLC unclassifiedOtherDec 31, 2005Mar 28, 2006 (87 d)
John Won-Il MahWaddell & Reed otherMML Investors Services, LLC otherOtherDec 31, 2005May 1, 2007 (486 d)
Scott William RiesenWaddell & Reed otherAmsouth Investment Management Company LLC unclassifiedOtherDec 31, 2005May 15, 2006 (135 d)
Calvin Richard SpeerWaddell & Reed otherLPL Financial LLC otherOtherDec 20, 2005Jan 4, 2006
Vincent DipaolaWaddell & Reed otherPnc Wealth Management otherOtherDec 19, 2005Dec 21, 2005
Alvin Francisco WalkWaddell & Reed other1st Global Advisors Inc otherOtherDec 16, 2005Jan 31, 2006 (46 d)
Patrick Joseph LanganWaddell & Reed otherIfmg Securities, Inc. unclassifiedOtherDec 16, 2005Dec 8, 2005
John Denny MacphersonWaddell & Reed otherRaymond James & Associates, Inc. national BDOtherDec 14, 2005Jan 5, 2007 (387 d)
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