Advisor moves

Arrivals at Waddell & Reed

949 moves
AdvisorFromToTypeLeftRegistered
Robert KellerWoodbury Financial Services, Inc. otherWaddell & Reed otherOtherSep 11, 2008Nov 2, 2009 (417 d)
Burton Douglas WescheMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherSep 3, 2008Oct 6, 2008 (33 d)
Christopher Vuthi PramawatAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherAug 21, 2008Sep 10, 2008
Mark Andreas HofleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherAug 19, 2008Dec 19, 2008 (122 d)
Michael Mechab MilbeeClearbridge Investments, LLC otherWaddell & Reed otherOtherAug 18, 2008Dec 19, 2008 (123 d)
Kenneth Adrian LesesneAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherAug 15, 2008Jul 14, 2009 (333 d)
Jerry W LynnNew England Securities Corporation otherWaddell & Reed otherOtherAug 12, 2008Aug 11, 2008
Shalisa Green BeckAdvice And Planning Services otherWaddell & Reed otherOtherAug 11, 2008May 11, 2011 (1003 d)
Seeria KimAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherAug 8, 2008Aug 13, 2008
Michael OlarioAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherAug 6, 2008Oct 15, 2008 (70 d)
Ami Vastupal ShahJ.P. Morgan Investment Management Inc. otherWaddell & Reed otherOtherAug 4, 2008Apr 29, 2010 (633 d)
Taylor Scott AndersonAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJul 28, 2008Jul 29, 2008
William Jerald McintoshMorgan Stanley & Co. LLC unclassifiedWaddell & Reed otherOtherJul 24, 2008Jul 20, 2009 (361 d)
Matthew William HuntAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJul 15, 2008Jul 17, 2008
Fabiano Medrado De FrancoMedallion Advisory Services, LLC unclassifiedWaddell & Reed otherOtherJul 8, 2008Jul 18, 2008
Aaron Mathew WassenaarEdward Jones national BDWaddell & Reed otherOtherJul 2, 2008Aug 26, 2008 (55 d)
Benjamin W. GoldhammerAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJul 1, 2008Jun 24, 2008
Jason W PlemonsU.S. Bancorp Investments, Inc. otherWaddell & Reed otherOtherJun 27, 2008Jul 31, 2008 (34 d)
Jason Richard MartinMorgan Stanley & Co. LLC unclassifiedWaddell & Reed otherOtherJun 20, 2008Dec 1, 2009 (529 d)
Ted Leroy SpurgeonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherJun 12, 2008Jun 17, 2008
Curtis Lynn KruegerTd Ameritrade Investment Management, LLC otherWaddell & Reed otherOtherJun 9, 2008Jan 9, 2009 (214 d)
Matthew Jon VickersAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJun 3, 2008Jun 3, 2008
Heidi Marie BirdThrivent Investment Management Inc. otherWaddell & Reed otherOtherMay 28, 2008May 21, 2009 (358 d)
Aaron Michael TimmonsEdward Jones national BDWaddell & Reed otherOtherMay 16, 2008Jul 31, 2008 (76 d)
Ryan WiensCitigroup Global Markets Inc. otherWaddell & Reed otherOtherApr 24, 2008Jun 23, 2008 (60 d)
Scott Matthew RoseEquitable Advisors, LLC national BDWaddell & Reed otherOtherApr 21, 2008Apr 21, 2008
Timothy Frank NausinKms Financial Services, Inc otherWaddell & Reed otherOtherMar 4, 2008Mar 18, 2008
Leonard D DewberryTd Ameritrade, Inc. no RAUMWaddell & Reed otherOtherFeb 28, 2008Feb 9, 2012 (1442 d)
Larry Deron GrantCarolina Capital Markets, Inc. unclassifiedWaddell & Reed otherOtherFeb 22, 2008Nov 3, 2011 (1350 d)
Kelley Anne ManningMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherFeb 21, 2008Jan 4, 2011 (1048 d)
Darla Mae Haines MillsThrivent Investment Management Inc. otherWaddell & Reed otherOtherFeb 21, 2008May 8, 2008 (77 d)
Elisa Marie GaribayAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherFeb 20, 2008Dec 9, 2009 (658 d)
Michael FowlerCastlemaine Partners, LLC unclassifiedWaddell & Reed otherOtherFeb 12, 2008Jun 22, 2009 (496 d)
Giancarlo Antonio FotiAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherFeb 12, 2008Nov 7, 2008 (269 d)
Keith Dow PowellUnited Capital Financial Advisors otherWaddell & Reed otherOtherFeb 11, 2008Feb 21, 2008
Shannon CheahAmeriprise Advisor Services, Inc. unclassifiedWaddell & Reed otherOtherFeb 8, 2008Feb 28, 2008
Aimee Kirsten ButlerAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherFeb 7, 2008Dec 16, 2008 (313 d)
Richard Prevost HubbardChase Investment Services Corp. otherWaddell & Reed otherOtherJan 8, 2008Jan 17, 2008
Janice Lynn BradyCuso Financial Services, L.P. otherWaddell & Reed otherOtherDec 31, 2007Feb 22, 2008 (53 d)
Jon Eric PetersonThrivent Investment Management Inc. otherWaddell & Reed otherOtherDec 31, 2007Jan 11, 2010 (742 d)
Mary Elizabeth FaheyMassachusetts Wealth Management, Inc unclassifiedWaddell & Reed otherOtherDec 31, 2007Jun 27, 2014 (2370 d)
Timothy Monroe WilliamsWells Fargo Advisors wirehouseWaddell & Reed otherOtherDec 21, 2007Mar 5, 2008 (75 d)
James Mark MorrisonWells Fargo Investments, LLC unclassifiedWaddell & Reed otherOtherDec 20, 2007Jul 29, 2014 (2413 d)
Frank Charles StamaPark Avenue Securities LLC otherWaddell & Reed otherOtherDec 4, 2007Dec 12, 2007
Stacie WallicePlanfirst Inc otherWaddell & Reed otherOtherNov 12, 2007Jul 2, 2008 (233 d)
Phillip R WightAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherNov 12, 2007Apr 4, 2008 (144 d)
Junwei LiuPruco Securities, LLC otherWaddell & Reed otherOtherNov 2, 2007Nov 25, 2008 (389 d)
Christopher T WheatleyAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherOct 18, 2007Jan 10, 2008 (84 d)
Dawn Elizabeth HansenMorgan Keegan & Company, LLC otherWaddell & Reed otherOtherOct 10, 2007Oct 12, 2007
Dustin Lynn PalmerAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherOct 8, 2007Dec 11, 2017 (3717 d)
Jason William MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherSep 25, 2007Dec 19, 2008 (451 d)
Michele Lynn McduffieAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherSep 19, 2007Oct 8, 2007
Kenneth Albert JohantgesSecurities America Advisors, Inc. otherWaddell & Reed otherOtherAug 30, 2007Sep 10, 2007
Darren Layne MeyerAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherAug 28, 2007Aug 31, 2007
Philip John FredericksMcdermott Investment Advisors, LLC otherWaddell & Reed otherOtherAug 24, 2007Aug 28, 2007
Stefan LambertUBS Financial Services Inc. wirehouseWaddell & Reed otherOtherJul 20, 2007May 19, 2008 (304 d)
Don Richard NorrisEdward Jones national BDWaddell & Reed otherOtherJul 6, 2007Sep 7, 2007 (63 d)
Matthew Williams TeagueAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJun 12, 2007Jun 18, 2007
Daniel Scott ForresterCoordinated Capital Securities, Inc. otherWaddell & Reed otherOtherJun 1, 2007Jul 17, 2007 (46 d)
Christopher RiversVoya Financial Advisors, Inc. otherWaddell & Reed otherOtherMay 23, 2007Jun 19, 2007
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