Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Jeffrey Kim GinWaddell & Reed otherExodus Wealth, LLC otherOtherDec 13, 2005Jul 15, 2015 (3501 d)
Jeffrey Kent GardnerWaddell & Reed otherMorgan Keegan & Company, LLC otherOtherDec 12, 2005Dec 19, 2005
Lawrence Paul PurcellWaddell & Reed otherInvestors Capital Advisory otherOtherDec 6, 2005Dec 5, 2005
Angela Nicole RuddockWaddell & Reed otherSymphonic Financial Advisors LLC otherOtherNov 30, 2005Nov 23, 2005
Joshua Bryan WrightWaddell & Reed otherSymphonic Financial Advisors LLC otherOtherNov 21, 2005Nov 9, 2005
Eric Jack ZehnderWaddell & Reed otherTd Ameritrade, Inc. no RAUMOtherNov 21, 2005Nov 18, 2005
Scott Douglas CoveyWaddell & Reed otherInvestment Professionals, Inc. otherOtherNov 17, 2005Mar 8, 2006 (111 d)
Edward Thomas KrattyWaddell & Reed otherSymphonic Financial Advisors LLC otherOtherNov 10, 2005Nov 9, 2005
Thomas Richard WrightWaddell & Reed otherLPL Financial LLC otherOtherNov 2, 2005Oct 25, 2005
Jason VickWaddell & Reed otherChase Investment Services Corp. otherOtherOct 26, 2005Oct 25, 2005
John SumberaWaddell & Reed otherWells Fargo Advisors wirehouseOtherOct 21, 2005Dec 1, 2005 (41 d)
Diana Beth BriegelWaddell & Reed otherUvest Financial Services Group, Inc. unclassifiedOtherOct 21, 2005Oct 17, 2005
William Arthur ShortWaddell & Reed otherNew England Securities Corporation otherOtherOct 14, 2005Oct 27, 2005
Brandan Jay BagwellWaddell & Reed otherEdward Jones national BDOtherOct 14, 2005Oct 14, 2005
Stephen Thomas HaeckelWaddell & Reed otherMsi Financial Services, Inc. otherOtherOct 11, 2005Oct 24, 2005
Beth Ann HearnWaddell & Reed otherSymphonic Financial Advisors LLC otherOtherOct 7, 2005Oct 3, 2005
Patricia Margaret KappenWaddell & Reed otherInvestors Capital Advisory otherOtherSep 28, 2005Jun 9, 2006 (254 d)
Michael Thomas GillespieWaddell & Reed otherFifth Third Securities, Inc. otherOtherSep 21, 2005Oct 14, 2005
Dean Thomas RussellWaddell & Reed otherSymphonic Financial Advisors LLC otherOtherSep 20, 2005Oct 24, 2005 (34 d)
Christopher Shannon HudgensWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherAug 31, 2005Aug 30, 2005
Clinton Joel RobinsonWaddell & Reed otherBb&T Asset Management, Inc. unclassifiedOtherAug 31, 2005Aug 30, 2005
Leah Megan BeattieWaddell & Reed otherA. G. Edwards & Sons, Inc. unclassifiedOtherAug 31, 2005Nov 9, 2006 (435 d)
Thomas John AdolphWaddell & Reed otherS.G. Long & Company state registeredOtherAug 30, 2005Aug 29, 2005
Preston Scott EdwardsWaddell & Reed otherChase Investment Services Corp. otherOtherAug 29, 2005Sep 14, 2005
Leo Frank MartinezWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 27, 2005Oct 12, 2005 (46 d)
Jeff Alan NelsonWaddell & Reed otherState Farm Investment Management Corp. asset managerOtherAug 25, 2005Nov 13, 2018 (4828 d)
Richard Tyler DaviesWaddell & Reed otherSendero Wealth Management, LLC otherOtherAug 16, 2005Jul 23, 2015 (3628 d)
Brandon Lee ThuottWaddell & Reed otherTd Ameritrade, Inc. no RAUMOtherAug 3, 2005Aug 23, 2005
Michael John VanhorenbeckWaddell & Reed otherNew England Securities Corporation otherOtherAug 1, 2005Sep 12, 2005 (42 d)
James Matthew CooperWaddell & Reed otherNatcity Investments, Inc. unclassifiedOtherJul 26, 2005Dec 1, 2006 (493 d)
Robert David BasileWaddell & Reed otherLPL Financial LLC otherOtherJul 13, 2005Mar 2, 2006 (232 d)
Michael Thomas RobinsonWaddell & Reed otherPrincipal Securities, Inc. otherOtherJul 7, 2005Aug 3, 2005
Eric Louis RechtinWaddell & Reed otherNext Financial Group, Inc. otherOtherJul 6, 2005Jul 1, 2005
David Christopher MaloneWaddell & Reed otherNext Financial Group, Inc. otherOtherJul 6, 2005Jul 5, 2005
Celestina Coromoto Curiel-RobbWaddell & Reed otherPruco Securities, LLC otherOtherJun 27, 2005Apr 20, 2017 (4315 d)
Christopher Patrick MassmanWaddell & Reed otherVsr Advisory Services otherOtherJun 10, 2005Aug 4, 2009 (1516 d)
Daniel Khun ToyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 8, 2005Oct 16, 2015 (3782 d)
Tex James JanecekWaddell & Reed otherMsi Financial Services, Inc. otherOtherMay 25, 2005Mar 17, 2008 (1027 d)
Ronald H LedferdWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherMay 23, 2005Sep 29, 2005 (129 d)
Robert Henry CathcartWaddell & Reed otherMML Investors Services, LLC otherOtherMay 18, 2005May 17, 2005
Eric Charles TharpWaddell & Reed otherUsallianz Securities, Inc. unclassifiedOtherMay 17, 2005May 16, 2005
Garth James LurveyWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherMay 17, 2005May 5, 2005
Victor Anthony BanksWaddell & Reed otherEsi Financial Advisors otherOtherMay 13, 2005Jul 20, 2005 (68 d)
David Paul AndersenWaddell & Reed otherEquitable Advisors, LLC national BDOtherMay 10, 2005May 6, 2005
Linda Sueing JacksonWaddell & Reed otherNext Financial Group, Inc. otherOtherMay 6, 2005May 6, 2005
Thomas D FarrellWaddell & Reed otherCurian Capital, LLC otherOtherMay 5, 2005Jan 24, 2007 (629 d)
Brandon BrookeWaddell & Reed otherSecu Brokerage Services unclassifiedOtherMay 3, 2005May 11, 2005
Bradley Hal YatesWaddell & Reed otherT. Rowe Price Advisory Services, Inc. no RAUMOtherApr 29, 2005Mar 20, 2006 (325 d)
Jeffrey William JamiesonWaddell & Reed otherNationwide Investment Advisors, LLC BD affiliatedOtherApr 22, 2005Jan 7, 2020 (5373 d)
Michael Allen FisherWaddell & Reed otherLincoln Investment otherOtherApr 22, 2005Apr 21, 2011 (2190 d)
Clayton Harvey RiddellWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherApr 21, 2005Apr 18, 2005
Joshua John BrittonWaddell & Reed otherFinancial Engines Advisor Center, LLC otherOtherApr 18, 2005Jun 11, 2007 (784 d)
Patrick Lee RevelsWaddell & Reed otherTd Ameritrade, Inc. no RAUMOtherApr 11, 2005Apr 7, 2005
Michael David CollinsWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherApr 7, 2005Apr 27, 2005
Peter Arpad TrummerWaddell & Reed otherWestern International Securities otherOtherMar 28, 2005Feb 13, 2006 (322 d)
Borgia K YapiWaddell & Reed otherWamu Investments, Inc. unclassifiedOtherMar 24, 2005Jul 19, 2005 (117 d)
Erica Droste MassmanWaddell & Reed otherNext Financial Group, Inc. otherOtherMar 21, 2005Mar 18, 2005
Paul Warren BaxterWaddell & Reed otherEdward Jones national BDOtherMar 10, 2005Jul 31, 2017 (4526 d)
Malcolm Scott MckayWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherMar 8, 2005Apr 13, 2005 (36 d)
David Watters GrahamWaddell & Reed otherKeybanc Capital Markets Inc. unclassifiedOtherMar 8, 2005Mar 3, 2005
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