Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Nicholas James MurphyWaddell & Reed otherJbs Liberty Securities, Inc. unclassifiedOtherJul 2, 2004Aug 4, 2004 (33 d)
Adam Lee CanslerWaddell & Reed otherVoya Financial Partners, LLC otherOtherJul 1, 2004Nov 17, 2004 (139 d)
Huy Gia TrieuWaddell & Reed otherStrategic Advisers LLC national BDOtherJun 23, 2004Jul 23, 2004
Colby Kight MurphyWaddell & Reed otherSuntrust Investment Services, Inc. otherOtherJun 21, 2004Dec 13, 2005 (540 d)
Peter Tyler GraveWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 18, 2004Sep 13, 2004 (87 d)
Anthony AvellaWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherJun 11, 2004Jun 14, 2004
Benson Patrick MathewsWaddell & Reed otherFirst Allied Securities, Inc. otherOtherJun 1, 2004May 28, 2004
Grant Edward HollidayWaddell & Reed otherLPL Financial LLC otherOtherMay 28, 2004May 27, 2004
Dawn Alison StrachanWaddell & Reed otherLPL Financial LLC otherOtherMay 25, 2004Jul 1, 2004 (37 d)
Dennis Jerome CliffordWaddell & Reed otherCountry Club Financial Services, Inc. otherOtherMay 25, 2004May 24, 2004
Michele Ann SteinbergWaddell & Reed otherLPL Financial LLC otherOtherMay 18, 2004May 13, 2004
David Ta-Wei LeeWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherMay 18, 2004Jul 13, 2006 (786 d)
Mariya Andreyevna DunkelWaddell & Reed otherWells Fargo Investments, LLC unclassifiedOtherMay 13, 2004Aug 1, 2005 (445 d)
James Stuart OlsonWaddell & Reed otherLPL Financial LLC otherOtherMay 7, 2004May 6, 2004
Jason Thomas PepeWaddell & Reed otherValley Forge Asset Management, LLC otherOtherMay 7, 2004Mar 13, 2014 (3597 d)
Adam Michael BichselWaddell & Reed otherInvest Financial Corporation otherOtherMay 4, 2004May 7, 2004
Robert Bradley CreedleWaddell & Reed otherWells Fargo Advisors wirehouseOtherMay 3, 2004Oct 5, 2004 (155 d)
Henry Donnell BaileyWaddell & Reed otherWells Fargo Advisors wirehouseOtherApr 26, 2004Mar 9, 2007 (1047 d)
Ryan SkogstadWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 22, 2004Apr 22, 2004
Arturo RochaWaddell & Reed otherEquitable Advisors, LLC national BDOtherApr 21, 2004May 4, 2004
Thomas Joseph BarkoWaddell & Reed otherA. G. Edwards & Sons, Inc. unclassifiedOtherApr 21, 2004May 11, 2004
James E KolbWaddell & Reed otherBanc One Securities Corporation unclassifiedOtherApr 15, 2004Apr 23, 2004
Richard Eugene SmithWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherApr 14, 2004Aug 23, 2004 (131 d)
Scott TrulikWaddell & Reed otherLPL Financial LLC otherOtherApr 12, 2004Apr 8, 2004
Derek Alan BatzWaddell & Reed otherLPL Financial LLC otherOtherApr 6, 2004Nov 15, 2016 (4606 d)
Zaphrey Llwellyn WilliamsWaddell & Reed otherFmsi Advisers otherOtherApr 6, 2004Apr 5, 2004
Jeffrey Thomas SpaceWaddell & Reed otherStrategic Advisers LLC national BDOtherMar 22, 2004Jun 8, 2004 (78 d)
Nicholas StamatellosWaddell & Reed otherEquitable Advisors, LLC national BDOtherMar 18, 2004Nov 8, 2010 (2426 d)
Sarah J LeerWaddell & Reed otherLPL Financial LLC BD affiliatedOtherMar 17, 2004Sep 23, 2021 (6399 d)
Steven Paul StraderWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherMar 9, 2004Mar 22, 2004
Thomas Charles HardyWaddell & Reed otherArvest Wealth Management otherOtherMar 8, 2004Dec 16, 2014 (3935 d)
Sonya Kay LeggWaddell & Reed otherEastern Point Advisors Inc. unclassifiedOtherFeb 19, 2004Apr 12, 2004 (53 d)
James Warren BakerWaddell & Reed otherFsc Securities Corporation otherOtherFeb 18, 2004Feb 17, 2004
Charles Edward RobertsWaddell & Reed otherNew England Investment & Retirement Group, Inc. otherOtherFeb 18, 2004Feb 13, 2006 (726 d)
Jason HawkinsWaddell & Reed otherMML Investors Services, LLC otherOtherFeb 11, 2004Aug 25, 2004 (196 d)
Don Peter StalkerWaddell & Reed otherCambridge Retirement Advisors unclassifiedOtherFeb 10, 2004Sep 10, 2004 (213 d)
Douglas Wilson GroverWaddell & Reed otherCambridge Retirement Advisors unclassifiedOtherFeb 9, 2004Sep 10, 2004 (214 d)
Joshua D'Jalma GarnierWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherFeb 9, 2004Aug 29, 2006 (932 d)
Michael W AragaoWaddell & Reed otherM. W. Aragao Investment Advisors, LLC state registeredOtherFeb 5, 2004Feb 15, 2005 (376 d)
Stephen Wayne WesnerWaddell & Reed otherD.A. Davidson & Co. otherOtherFeb 2, 2004Oct 23, 2009 (2090 d)
Dinu Marian TiseWaddell & Reed otherMorgan Stanley Dw Inc. unclassifiedOtherFeb 2, 2004Nov 21, 2005 (658 d)
Aaron Scott ThatcherWaddell & Reed otherCetera Investment Services LLC otherOtherJan 27, 2004Sep 29, 2008 (1707 d)
Chad Mitchell KoehnWaddell & Reed otherSterne, Agee & Leach, Inc. unclassifiedOtherJan 26, 2004Jan 27, 2004
Dennis Wayne ShermanWaddell & Reed otherSterne Agee Asset Management, Inc. otherOtherJan 23, 2004Feb 4, 2005 (378 d)
Gregory T MarloweWaddell & Reed otherCitigroup Global Markets Inc. otherOtherJan 23, 2004Jan 23, 2004
Andrew Gene DuchanWaddell & Reed otherNfp Advisor Services, LLC otherOtherJan 9, 2004Jan 8, 2004
Jeanne Yi Lee DuceWaddell & Reed otherFoothill Securities, Inc. otherOtherJan 7, 2004Jan 2, 2004
Eustace Peter FernandesWaddell & Reed otherVoya Financial Advisors, Inc. otherOtherJan 6, 2004Jan 3, 2006 (728 d)
Renee Hurni-GrayWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherJan 5, 2004May 26, 2005 (507 d)
William Blair GoheenWaddell & Reed otherStrategic Advisers LLC national BDOtherJan 5, 2004May 12, 2008 (1589 d)
Ladonna Kaye ScottWaddell & Reed otherWealth Watch Advisors, Inc independent RIAOtherDec 31, 2003May 17, 2019 (5616 d)
David Arthur DicksonWaddell & Reed otherCambridge Investment Research, Inc. unclassifiedOtherDec 31, 2003Dec 15, 2003
William YouseyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 31, 2003Apr 19, 2004 (110 d)
Michael Ryan HughesWaddell & Reed otherStrategic Advisers LLC national BDOtherDec 31, 2003Aug 20, 2004 (233 d)
Paul V GalindoWaddell & Reed otherArnerich Massena, Inc. otherOtherDec 31, 2003Aug 18, 2004 (231 d)
Ryan Jay KolzowWaddell & Reed otherSterne Agee Asset Management, Inc. otherOtherDec 31, 2003Feb 4, 2005 (401 d)
Timothy David DoehrmannWaddell & Reed otherEagle Ridge Wealth Advisors state registeredOtherDec 31, 2003Jan 2, 2013 (3290 d)
Michael Ryan HarmWaddell & Reed otherSmith Hayes Advisers Inc otherOtherDec 31, 2003Feb 10, 2004 (41 d)
Roger Edwin ClendenningWaddell & Reed otherPine Cone Capital state registeredOtherDec 10, 2003Jan 5, 2004
Felix Jonathan KwanWaddell & Reed otherMML Investors Services, LLC otherOtherDec 8, 2003Jan 2, 2004
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