Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Paul H HoganWaddell & Reed otherBanc One Securities Corporation unclassifiedOtherMar 4, 2005Mar 10, 2005
Ryan Anson HollisWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherMar 3, 2005Feb 22, 2006 (356 d)
Christopher Allen RicheyWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherMar 3, 2005Mar 17, 2005
Kyle DewsWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 28, 2005Apr 28, 2005 (59 d)
Mark Alan WolfWaddell & Reed otherRaymond James Financial Services, Inc. unclassifiedOtherFeb 7, 2005Apr 12, 2005 (64 d)
James Robert PoteetWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 7, 2005Apr 5, 2005 (57 d)
Trent Tyrone SolomonWaddell & Reed otherUsallianz Securities, Inc. unclassifiedOtherFeb 2, 2005Apr 4, 2005 (61 d)
Robert Michael GonzalezWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherFeb 2, 2005Aug 27, 2024 (7146 d)
John BeldyWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherJan 31, 2005Jul 25, 2005 (175 d)
Jeffrey Clinton HammWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherJan 31, 2005Feb 16, 2005
Daniel Elton BurnettWaddell & Reed otherCetera Advisor Networks LLC otherOtherJan 31, 2005Feb 14, 2005
Amy Lynn WilliamsWaddell & Reed otherEdward Jones national BDOtherJan 21, 2005Mar 3, 2016 (4059 d)
Joseph Archie LloydWaddell & Reed otherCetera Advisor Networks LLC otherOtherJan 21, 2005Jan 28, 2005
James J RonayneWaddell & Reed otherSpc otherOtherJan 20, 2005Jan 18, 2007 (728 d)
Jacquelyn Diane RobinsonWaddell & Reed otherNationwide Securities, LLC no RAUMOtherJan 20, 2005Sep 27, 2017 (4633 d)
Paul Jerald WebsterWaddell & Reed otherOsaic Fs, Inc. otherOtherJan 20, 2005Feb 23, 2005 (34 d)
Christopher Bernard CymbalaWaddell & Reed otherWebster Investment Services, Inc. unclassifiedOtherJan 18, 2005Mar 4, 2005 (45 d)
Fredrik Douglas WhitleyWaddell & Reed otherValic Financial Advisors, Inc. otherOtherJan 14, 2005Jan 21, 2005
Gregory Brook AshtonWaddell & Reed otherWilbanks Securities Advisory otherOtherJan 12, 2005Feb 14, 2005 (33 d)
William James MarkovichWaddell & Reed otherInvest Financial Corporation otherOtherJan 12, 2005Jan 18, 2005
Charissa Anne SpachWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJan 7, 2005Sep 26, 2005 (262 d)
Robert Clifford GeweckeWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 5, 2005Jan 11, 2005
Donald Lee TappWaddell & Reed otherAvantax Advisory Services otherOtherJan 5, 2005Feb 5, 2005 (31 d)
Christopher Wayne LoseyWaddell & Reed otherEmpower Advisory Group, LLC otherOtherDec 31, 2004Apr 5, 2013 (3017 d)
Charles Michael CampbellWaddell & Reed otherLPL Financial LLC otherOtherDec 31, 2004Dec 7, 2004
Chad Norris KellerWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 7, 2004Mar 23, 2005 (106 d)
Robert Joseph KnightWaddell & Reed otherPartnervest Advisory Services LLC otherOtherNov 23, 2004Nov 30, 2004
Richard HunterWaddell & Reed otherNew England Securities Corporation otherOtherNov 12, 2004Jul 26, 2005 (256 d)
Kenneth Allen WinnWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 12, 2004Nov 7, 2007 (1090 d)
Michael Thomas JeterWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherNov 9, 2004Mar 17, 2005 (128 d)
William Andrew HoweWaddell & Reed otherInvest Financial Corporation otherOtherNov 8, 2004Nov 26, 2004
Kimberly Anne MonnahanWaddell & Reed otherBanc Of America Investment Services, Inc. unclassifiedOtherNov 3, 2004Feb 1, 2005 (90 d)
Daniel You-Gong YeeWaddell & Reed otherMoney Concepts Advisory Service otherOtherOct 25, 2004Jul 9, 2009 (1718 d)
J. Richard RustWaddell & Reed otherAvantax Advisory Services otherOtherOct 21, 2004Jan 24, 2005 (95 d)
Kieth Lu TongWaddell & Reed otherStrategic Advisers LLC national BDOtherOct 21, 2004Apr 25, 2005 (186 d)
Matthew P BinghamWaddell & Reed otherBanc One Securities Corporation unclassifiedOtherOct 19, 2004Oct 18, 2004
Gwen Marie HensonWaddell & Reed otherLPL Financial LLC otherOtherOct 15, 2004Oct 13, 2004
Jeffrey Allen MeridethWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 12, 2004Oct 27, 2004
John Thomas DavisWaddell & Reed otherValic Financial Advisors, Inc. otherOtherOct 8, 2004Oct 19, 2009 (1837 d)
Randal James LupiWaddell & Reed otherEquitable Advisors, LLC national BDOtherOct 4, 2004Feb 10, 2005 (129 d)
Cameron EmmottWaddell & Reed otherAmerican Century Advisory Services, Inc. no RAUMOtherSep 27, 2004Mar 16, 2006 (535 d)
Joseph Mathias Kleine-KrachtWaddell & Reed otherValic Financial Advisors, Inc. otherOtherSep 17, 2004Sep 16, 2004
John Ryan HeathWaddell & Reed otherTlg Advisors, Inc. otherOtherSep 17, 2004Nov 19, 2009 (1889 d)
Robert Scott BowermanWaddell & Reed otherHouseholder Group, Estate & Retirement Specialists unclassifiedOtherSep 13, 2004Oct 11, 2004
David Alexander IsleyWaddell & Reed otherPark Avenue Securities LLC otherOtherSep 9, 2004Feb 15, 2006 (524 d)
Michael Winston BainWaddell & Reed otherSicor Securities Inc unclassifiedOtherSep 7, 2004Sep 1, 2004
David Marian PriceWaddell & Reed otherCetera Investment Advisers LLC BD affiliatedOtherAug 27, 2004Jun 29, 2023 (6880 d)
Joshua Robert CamporaWaddell & Reed otherInvest Financial Corporation otherOtherAug 20, 2004Oct 22, 2004 (63 d)
Thomas M BurnsWaddell & Reed otherBanc One Securities Corporation unclassifiedOtherAug 20, 2004Apr 19, 2005 (242 d)
Justin Carter PritchardWaddell & Reed otherCetera Advisor Networks LLC otherOtherAug 19, 2004Mar 28, 2005 (221 d)
Brian StorkWaddell & Reed otherEdward Jones national BDOtherAug 12, 2004Jan 31, 2023 (6746 d)
Carl William HartmannWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherAug 10, 2004Aug 31, 2004
Caleb Nathaniel RussellWaddell & Reed otherCrowell, Weedon & Co. otherOtherAug 9, 2004Oct 4, 2005 (421 d)
Catherine Marlow EasopWaddell & Reed otherEdward Jones national BDOtherJul 30, 2004Apr 24, 2018 (5016 d)
Peter Charles HollidayWaddell & Reed otherLPL Financial LLC otherOtherJul 27, 2004Jul 23, 2004
Connie Corina HorstkotteWaddell & Reed otherFsc Securities Corporation otherOtherJul 26, 2004Aug 2, 2004
David P PhilipsWaddell & Reed otherStrategic Advisers LLC national BDOtherJul 15, 2004Jan 20, 2006 (554 d)
Richard Michael StrickleyWaddell & Reed otherPeople'S Securities, Inc. otherOtherJul 9, 2004Jul 8, 2004
Lucius WilliamsonWaddell & Reed otherLPL Financial LLC otherOtherJul 8, 2004Jul 6, 2004
Mark Andrew CasciolaWaddell & Reed otherAmeritas Advisory Services otherOtherJul 7, 2004Aug 5, 2004
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