Advisor moves

Arrivals at Waddell & Reed

949 moves
AdvisorFromToTypeLeftRegistered
Rajiv ShahMsi Financial Services, Inc. otherWaddell & Reed otherOtherJan 14, 2005Feb 17, 2005 (34 d)
Jeffrey Michael WhiteCetera Investment Services LLC otherWaddell & Reed otherOtherJan 10, 2005Jan 3, 2006 (358 d)
Thomas Richard WrightCharles Schwab & Co., Inc. national BDWaddell & Reed otherOtherJan 4, 2005Apr 4, 2005 (90 d)
John Andrew StewartSundvold Financial otherWaddell & Reed otherOtherDec 17, 2004Dec 17, 2004
Gregory Michael SilvaStrategicpoint Investment Advisors LLC otherWaddell & Reed otherOtherDec 3, 2004Sep 30, 2005 (301 d)
Eric Brian ShepardNew England Securities Corporation otherWaddell & Reed otherOtherNov 30, 2004Feb 8, 2005 (70 d)
Robert Laurence KundeIndependent Advisers Group Corp otherWaddell & Reed otherOtherNov 4, 2004Nov 19, 2004
Gregg Julian WallerOsaic Fs, Inc. otherWaddell & Reed otherOtherOct 15, 2004Jan 16, 2013 (3015 d)
Aaron Lynn SuriffB Riley Wealth Management otherWaddell & Reed otherOtherOct 8, 2004Nov 12, 2004 (35 d)
Tracey Kulpa BrenneiseD.A. Davidson & Co. otherWaddell & Reed otherOtherOct 4, 2004Oct 26, 2004
Catherine Elizabeth SchwartzAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherSep 25, 2004Sep 17, 2004
Raymond Cripps De WittAmeriprise Advisor Services, Inc. unclassifiedWaddell & Reed otherOtherSep 23, 2004Oct 20, 2006 (757 d)
Andrew Clifford MillerPgim Investments LLC otherWaddell & Reed otherOtherSep 14, 2004Oct 11, 2004
Daniel Jon OlsenPrincipal Securities, Inc. otherWaddell & Reed otherOtherSep 8, 2004Sep 24, 2004
Michael Thomas RobinsonAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherAug 11, 2004Sep 8, 2004
Michael John FulkersonAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJul 22, 2004Jul 26, 2004
John L CoeuilleGenis Capital Management LLC unclassifiedWaddell & Reed otherOtherMay 27, 2004May 14, 2008 (1448 d)
Shawn Charles ShubatLincoln Investment otherWaddell & Reed otherOtherMay 3, 2004May 13, 2004
Jerry Leon CutaiaCetera Investment Services LLC otherWaddell & Reed otherOtherMay 3, 2004May 6, 2004
John Thomas DavisFdx Advisors, Inc. otherWaddell & Reed otherOtherApr 19, 2004Aug 18, 2004 (121 d)
Michael Andre AguadoFfp Advisory Services Inc unclassifiedWaddell & Reed otherOtherApr 19, 2004Apr 21, 2004
Michael Lawrence TalleyCiticorp Investment Services unclassifiedWaddell & Reed otherOtherApr 7, 2004Apr 19, 2004
Michelle Lee Cooper-McnallyBanc One Securities Corporation unclassifiedWaddell & Reed otherOtherMar 19, 2004Jul 29, 2004 (132 d)
Charles ClemonsMsi Financial Services, Inc. otherWaddell & Reed otherOtherMar 12, 2004Dec 9, 2009 (2098 d)
William Francis RichardHornor, Townsend & Kent, LLC otherWaddell & Reed otherOtherMar 4, 2004Sep 22, 2004 (202 d)
Karl Dennis BoboEquitable Advisors, LLC national BDWaddell & Reed otherOtherFeb 10, 2004Feb 3, 2004
David J ElliottLegend Advisory, LLC otherWaddell & Reed otherOtherJan 26, 2004Jan 22, 2008 (1457 d)
Eric David SchneiderAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJan 15, 2004Feb 25, 2008 (1502 d)
Michael Winston BainErnst & Young Investment Advisers Llp no RAUMWaddell & Reed otherOtherOct 28, 2003Apr 30, 2004 (185 d)
David Christopher MaloneWells Fargo Advisors wirehouseWaddell & Reed otherOtherOct 3, 2003Dec 15, 2003 (73 d)
Kathryn L WallaceBanc Of America Investment Services, Inc. unclassifiedWaddell & Reed otherOtherSep 2, 2003May 13, 2004 (254 d)
Vint Wayne StevensonAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherAug 14, 2003Jun 17, 2004 (308 d)
Kenneth Allen WinnValic Financial Advisors, Inc. otherWaddell & Reed otherOtherAug 6, 2003Sep 16, 2004 (407 d)
Richard HunterPruco Securities, LLC otherWaddell & Reed otherOtherAug 5, 2003Oct 1, 2004 (423 d)
Yurij SzelewyczCharles Schwab & Co., Inc. national BDWaddell & Reed otherOtherJul 25, 2003Apr 7, 2009 (2083 d)
John Won-Il MahUBS Financial Services Inc. wirehouseWaddell & Reed otherOtherApr 29, 2003Aug 12, 2003 (105 d)
Tony B. WuCharles Schwab & Co., Inc. national BDWaddell & Reed otherOtherApr 11, 2003May 30, 2012 (3337 d)
Jeffrey Thomas SpaceAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherApr 1, 2003Apr 22, 2003
Brian Tracy LamBanc Of America Investment Services, Inc. unclassifiedWaddell & Reed otherOtherMar 5, 2003Jun 11, 2003 (98 d)
Roger Edwin ClendenningPruco Securities, LLC otherWaddell & Reed otherOtherFeb 12, 2003Feb 26, 2003
Pravin Chandra ParekhMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherFeb 3, 2003Sep 23, 2005 (963 d)
Calvin Richard SpeerAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherJan 15, 2003Feb 27, 2003 (43 d)
Heather Litz PachecoA. G. Edwards & Sons, Inc. unclassifiedWaddell & Reed otherOtherDec 20, 2002Jan 14, 2003
Mark FlemingEquitable Advisors, LLC national BDWaddell & Reed otherOtherDec 16, 2002Feb 12, 2003 (58 d)
James Thaddeus KalinowskiTransamerica Financial Advisors, LLC otherWaddell & Reed otherOtherNov 26, 2002Dec 10, 2002
Armand Pierre AlaverdianA. G. Edwards & Sons, Inc. unclassifiedWaddell & Reed otherOtherNov 15, 2002Feb 17, 2009 (2286 d)
Shannon Melissa LinderSecurities America Advisors, Inc. otherWaddell & Reed otherOtherOct 5, 2002Oct 3, 2002
James Christopher BrandonMsi Financial Services, Inc. otherWaddell & Reed otherOtherAug 12, 2002May 8, 2009 (2461 d)
Angelica RoxasJones Financial Group, Inc. unclassifiedWaddell & Reed otherOtherJun 7, 2002Jun 24, 2002
Page 16 of 16Previous