Advisor moves

Arrivals at Waddell & Reed

949 moves
AdvisorFromToTypeLeftRegistered
Justy Abran ArmijoValic Financial Advisors, Inc. otherWaddell & Reed otherOtherApr 17, 2009Jul 19, 2010 (458 d)
Walter Lewis KoonKoon Financial Planning & Consulting/Kfp&C independent RIAWaddell & Reed otherOtherApr 13, 2009Dec 12, 2006
Anne HuthAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherApr 7, 2009Apr 20, 2009
Dustin Lee JohnsonAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherApr 3, 2009Apr 2, 2009
Matthew Blair Burk1st Global Advisors Inc otherWaddell & Reed otherOtherApr 2, 2009Apr 29, 2009
Andrew Thomas BooneAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherApr 1, 2009Mar 30, 2009
Michael Keith NapierNfp Advisor Services, LLC otherWaddell & Reed otherOtherMar 23, 2009Mar 24, 2009
Charles Henry ShreveU.S. Bancorp Investments, Inc. otherWaddell & Reed otherOtherMar 17, 2009Jul 16, 2009 (121 d)
John R MartinU.S. Bancorp Investments, Inc. otherWaddell & Reed otherOtherMar 17, 2009Oct 20, 2009 (217 d)
Ronny InnigerUBS Financial Services Inc. wirehouseWaddell & Reed otherOtherMar 17, 2009Feb 27, 2009
Christian Alexander HermoSignator Investors, Inc. otherWaddell & Reed otherOtherMar 17, 2009May 26, 2009 (70 d)
Jeffrey Lee StoneRaymond James & Associates, Inc. national BDWaddell & Reed otherOtherMar 16, 2009Apr 15, 2010 (395 d)
William Patrick HackettBanc Of America Investment Services, Inc. unclassifiedWaddell & Reed otherOtherMar 9, 2009Jun 30, 2014 (1939 d)
Kevin David ThompsonFifth Third Securities, Inc. otherWaddell & Reed otherOtherMar 6, 2009Sep 23, 2009 (201 d)
David Charles BetzMorgan Stanley & Co. LLC unclassifiedWaddell & Reed otherOtherMar 4, 2009Mar 12, 2009
Joel Bernard DavisBanc Of America Investment Services, Inc. unclassifiedWaddell & Reed otherOtherMar 2, 2009Sep 17, 2009 (199 d)
Jacqueline M ScaliseHuntington Financial Advisors otherWaddell & Reed otherOtherFeb 27, 2009May 28, 2010 (455 d)
Albert GonzalezTd Ameritrade Investment Management, LLC otherWaddell & Reed otherOtherFeb 24, 2009Jun 21, 2010 (482 d)
Michael Ryan HughesStrategic Advisers LLC national BDWaddell & Reed otherOtherFeb 21, 2009Jun 16, 2011 (845 d)
Lisa Dionne FordPrincipal Securities, Inc. otherWaddell & Reed otherOtherFeb 19, 2009Jun 19, 2009 (120 d)
Ryan Christopher HoffMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherFeb 17, 2009Apr 9, 2010 (416 d)
Jeremy Guy Charles KellerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherFeb 17, 2009Mar 17, 2009
Justin Boyd WelchMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherFeb 13, 2009Aug 13, 2009 (181 d)
Christopher S PulosMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherFeb 12, 2009Apr 20, 2009 (67 d)
Milton T. SchultzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherFeb 12, 2009May 13, 2009 (90 d)
Angelo M BurnsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherFeb 11, 2009Apr 30, 2009 (78 d)
Lisa SmithBanc Of America Investment Services, Inc. unclassifiedWaddell & Reed otherOtherFeb 9, 2009Jul 9, 2009 (150 d)
Brian James BoccioBanc Of America Investment Services, Inc. unclassifiedWaddell & Reed otherOtherFeb 9, 2009May 22, 2009 (102 d)
Barrett CarterCitizens Securities, Inc. otherWaddell & Reed otherOtherJan 30, 2009Oct 9, 2009 (252 d)
Louis Alonso RomeroEquitable Advisors, LLC national BDWaddell & Reed otherOtherJan 30, 2009Mar 6, 2009 (35 d)
Corey Jackson BarkerAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJan 28, 2009Feb 13, 2009
Lee Roger CookMorgan Keegan & Company, LLC otherWaddell & Reed otherOtherJan 21, 2009Mar 12, 2009 (50 d)
James Reuben JustusAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJan 21, 2009Feb 5, 2009
Feliks ReytblatMML Investors Services, LLC otherWaddell & Reed otherOtherJan 15, 2009Dec 21, 2010 (705 d)
Albert Austin BunnerEdward Jones national BDWaddell & Reed otherOtherJan 8, 2009Feb 12, 2009 (35 d)
Michael S KellyChoreo, LLC otherWaddell & Reed otherOtherJan 5, 2009Dec 9, 2010 (703 d)
Bryan Lee HendricksonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherJan 2, 2009Jan 9, 2009
Andrew GrabatoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherJan 2, 2009Jan 23, 2012 (1116 d)
Jacqueline Latrice ReinertCetera Advisors LLC otherWaddell & Reed otherOtherDec 31, 2008Jan 14, 2009
Christopher Scott McneilChase Investment Services Corp. otherWaddell & Reed otherOtherDec 24, 2008Feb 4, 2009 (42 d)
Stephen SaladrigasWells Fargo Investments, LLC unclassifiedWaddell & Reed otherOtherDec 23, 2008Mar 6, 2009 (73 d)
Evit SmithAvantax Advisory Services otherWaddell & Reed otherOtherDec 23, 2008Jan 8, 2009
Darren BanhMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherDec 22, 2008Jan 14, 2009
Amanda Hayda StaplesStrategies Capital Management otherWaddell & Reed otherOtherDec 17, 2008Dec 22, 2008
James William PeaveyAmerican Century Advisory Services, Inc. no RAUMWaddell & Reed otherOtherDec 9, 2008Nov 12, 2010 (703 d)
Joey John DominickMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherDec 2, 2008Dec 5, 2008
Serria Tawan RegoEdward Jones national BDWaddell & Reed otherOtherDec 1, 2008Jan 23, 2009 (53 d)
Brad Ronald FreitagEdward Jones national BDWaddell & Reed otherOtherNov 18, 2008Nov 19, 2009 (366 d)
Joseph Daniel LyonsTd Ameritrade Investment Management, LLC otherWaddell & Reed otherOtherNov 11, 2008Aug 24, 2009 (286 d)
Stephen Earl SerganRBC Capital Markets, LLC national BDWaddell & Reed otherOtherNov 5, 2008Apr 22, 2010 (533 d)
Edward Carr BeekerEdward Jones national BDWaddell & Reed otherOtherOct 23, 2008Jan 8, 2009 (77 d)
Jeffrey MyersAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherOct 22, 2008Jan 9, 2009 (79 d)
Ryan Douglas EckertCharles Schwab & Co., Inc. national BDWaddell & Reed otherOtherOct 16, 2008Feb 24, 2009 (131 d)
Murray Louis HougenMsi Financial Services, Inc. otherWaddell & Reed otherOtherOct 16, 2008Oct 28, 2008
Yolanda Fabre-ShilohEdward Jones national BDWaddell & Reed otherOtherOct 10, 2008Oct 24, 2008
William Gregory YoungPlanmember Securities Corporation otherWaddell & Reed otherOtherOct 8, 2008Oct 1, 2008
John Craige MarekThornburg Investment Management Inc otherWaddell & Reed otherOtherOct 6, 2008Feb 19, 2009 (136 d)
John Louis GomezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherOct 1, 2008Apr 10, 2009 (191 d)
Amy Jeanne BerryLawing Financial Inc otherWaddell & Reed otherOtherSep 23, 2008Mar 2, 2010 (525 d)
Jonathan Brad UnderkoflerAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherSep 12, 2008Sep 26, 2008
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