Advisor moves

Arrivals at Waddell & Reed

949 moves
AdvisorFromToTypeLeftRegistered
Nicholas John MiskovMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherOct 3, 2011Sep 30, 2011
Mark Phillip AlcornCitigroup Global Markets Inc. otherWaddell & Reed otherOtherOct 3, 2011Sep 23, 2011
Ronda Jean WilsonEdward Jones national BDWaddell & Reed otherOtherSep 29, 2011Sep 29, 2011
Ryan Elliott KelleyPlanmember Securities Corporation otherWaddell & Reed otherOtherSep 26, 2011Nov 24, 2015 (1520 d)
Paul Jason CarusoCharles Schwab & Co., Inc. national BDWaddell & Reed otherOtherSep 19, 2011Sep 21, 2011
Jacob Eli MurrayLPL Financial LLC otherWaddell & Reed otherOtherSep 19, 2011Sep 1, 2011
Andrew Ruckman MerchantMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherSep 7, 2011Sep 7, 2011
John Evan GrizInvestors Capital Advisory otherWaddell & Reed otherOtherSep 6, 2011Oct 13, 2011 (37 d)
Francis George GiamboyEdward Jones national BDWaddell & Reed otherOtherSep 6, 2011Jun 20, 2012 (288 d)
Wesley Lowell HazelriggMorgan Stanley wirehouseWaddell & Reed otherOtherSep 2, 2011Sep 21, 2011
Kent Dean SherfeyAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherAug 29, 2011Sep 13, 2011
Nathaniel John LouderbackSecurities America Advisors, Inc. otherWaddell & Reed otherOtherAug 29, 2011Sep 21, 2011
Jonathan David BaetyNew England Securities Corporation otherWaddell & Reed otherOtherAug 22, 2011Aug 9, 2011
James Richard LoweMorgan Stanley wirehouseWaddell & Reed otherOtherAug 19, 2011Sep 28, 2011 (40 d)
Robert Joseph SidellRBC Capital Markets, LLC national BDWaddell & Reed otherOtherAug 18, 2011Aug 12, 2011
Ailen YounanpourEdward Jones national BDWaddell & Reed otherOtherAug 9, 2011Sep 12, 2011 (34 d)
Gerald Eric HagmanAdvanced Equities, Inc. otherWaddell & Reed otherOtherAug 2, 2011Nov 12, 2012 (468 d)
Marijean HansenWells Fargo Advisors wirehouseWaddell & Reed otherOtherJul 18, 2011Jul 18, 2011
Frank Dryden AnzaloneWells Fargo Advisors wirehouseWaddell & Reed otherOtherJul 18, 2011Jul 26, 2011
Rebecca Colleen BurrowsLincoln Investment otherWaddell & Reed otherOtherJul 11, 2011Jul 18, 2011
John Paul KanakPinnacle Investment Advisors LLC unclassifiedWaddell & Reed otherOtherJul 9, 2011Sep 15, 2011 (68 d)
Elizabeth Pilar RogersChase Investment Services Corp. otherWaddell & Reed otherOtherJul 6, 2011Jul 5, 2011
Frank AcostaSagepoint Financial, Inc. otherWaddell & Reed otherOtherJul 5, 2011Jul 1, 2011
Andrew Michael AgreeEdward Jones national BDWaddell & Reed otherOtherJun 24, 2011Feb 27, 2011
Andrea Howe MoranUBS Financial Services Inc. wirehouseWaddell & Reed otherOtherJun 9, 2011Dec 12, 2016 (2013 d)
John Charles StoneEquitable Advisors, LLC national BDWaddell & Reed otherOtherJun 8, 2011Feb 25, 2014 (993 d)
Todd Aaron SterlingThrivent Investment Management Inc. otherWaddell & Reed otherOtherJun 8, 2011Jun 7, 2011
Virginia Anne Bayne MerkourisEdward Jones national BDWaddell & Reed otherOtherJun 2, 2011Jul 29, 2011 (57 d)
Adam Ray GayVsr Advisory Services otherWaddell & Reed otherOtherMay 27, 2011Jun 15, 2011
Zachary Aaron BrummelVsr Advisory Services otherWaddell & Reed otherOtherMay 26, 2011Jun 15, 2011
Matt SchommerSunset Financial Services, Inc. otherWaddell & Reed otherOtherMay 25, 2011May 31, 2011
Ryan Joseph GigousT & M Financial Inc. unclassifiedWaddell & Reed otherOtherMay 24, 2011Jun 10, 2011
Robert Thomas SmalanskasCitizens Securities, Inc. otherWaddell & Reed otherOtherMay 20, 2011Feb 25, 2014 (1012 d)
Timothy Matthew FitzgeraldFbl Investment Management Services, Inc. otherWaddell & Reed otherOtherMay 17, 2011Jun 1, 2016 (1842 d)
Phillip Frederick FournierSpire Wealth Management, LLC otherWaddell & Reed otherOtherApr 29, 2011Jun 2, 2011 (34 d)
James WongAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherApr 28, 2011May 5, 2011
Eric Jose MedinaLincoln Investment otherWaddell & Reed otherOtherApr 6, 2011Aug 29, 2012 (511 d)
Patrick Joseph WalshEdward Jones national BDWaddell & Reed otherOtherMar 29, 2011Jun 8, 2011 (71 d)
Gregory Scott LatiniEsi Financial Advisors otherWaddell & Reed otherOtherMar 25, 2011Mar 28, 2011
David Bart HillMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherMar 22, 2011Mar 21, 2011
David Michael MontgomeryT. Rowe Price Advisory Services, Inc. no RAUMWaddell & Reed otherOtherMar 17, 2011Mar 24, 2011
Gregory Clark CollinsEdward Jones national BDWaddell & Reed otherOtherMar 15, 2011Mar 17, 2011
Richard Wade HerbertNew England Securities Corporation otherWaddell & Reed otherOtherMar 11, 2011Mar 17, 2011
David Jason SmithWoodbury Financial Services, Inc. otherWaddell & Reed otherOtherMar 9, 2011May 10, 2011 (62 d)
Susan Jean FrybargerEdward Jones national BDWaddell & Reed otherOtherFeb 25, 2011May 6, 2011 (70 d)
Erica Jean CortezEdward Jones national BDWaddell & Reed otherOtherFeb 22, 2011Mar 25, 2011 (31 d)
Joseph David FalconeJanney Montgomery Scott LLC otherWaddell & Reed otherOtherFeb 16, 2011Mar 25, 2011 (37 d)
Charles Edward RobertsCommonwealth Financial Network national BDWaddell & Reed otherOtherFeb 7, 2011Mar 6, 2003
John C AdcockLPL Financial LLC otherWaddell & Reed otherOtherFeb 3, 2011Jan 4, 2011
Melinda B DixonEdward Jones national BDWaddell & Reed otherOtherFeb 2, 2011Mar 1, 2011
Robert Darien TapiaMorgan Stanley wirehouseWaddell & Reed otherOtherFeb 1, 2011Jan 20, 2011
Craig Elbert LoewensteinEdward Jones national BDWaddell & Reed otherOtherJan 25, 2011Jan 21, 2011
Chris Martin JohnsonManulife Investment Management (US) LLC otherWaddell & Reed otherOtherJan 20, 2011Mar 2, 2011 (41 d)
Sara Lynn KrauseThrivent Investment Management Inc. otherWaddell & Reed otherOtherJan 12, 2011Jan 10, 2011
Jason Glen ReevesEdward Jones national BDWaddell & Reed otherOtherJan 11, 2011Jan 7, 2011
Paul Joseph JacobsAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJan 7, 2011Feb 1, 2011
Sterling Scot GaryEdward Jones national BDWaddell & Reed otherOtherJan 6, 2011Jan 6, 2011
David Wayne PlouseMorgan Stanley wirehouseWaddell & Reed otherOtherJan 4, 2011Feb 2, 2011
Paul Lockwood ZeisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherJan 4, 2011Apr 7, 2011 (93 d)
Earl Bernard RideauCabot-Rothchild, LLC unclassifiedWaddell & Reed otherOtherDec 31, 2010Sep 12, 2012 (621 d)
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