DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Waddell & Reed

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Michael Forrest CopelandOn Investment Management Co otherWaddell & Reed BD affiliatedOtherDec 31, 2013Aug 16, 2019 (2054 d)
Robert Kendall HahnDynamic Wealth Strategies, LLC unclassifiedWaddell & Reed otherOtherDec 31, 2013Sep 1, 2017 (1340 d)
Geoff Colby ReedPlanmember Securities Corporation otherWaddell & Reed otherOtherDec 31, 2013Jan 14, 2014
Armen John GuleserianAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherDec 26, 2013Dec 12, 2013
Gale Ann BrodieMsi Financial Services, Inc. otherWaddell & Reed otherOtherDec 20, 2013Dec 13, 2013
Tonia Sharda RyanMsi Financial Services, Inc. otherWaddell & Reed otherOtherDec 20, 2013Dec 16, 2013
Ashton Gene PankoninEdward Jones national BDWaddell & Reed otherOtherDec 17, 2013Dec 13, 2013
Devaron Maurius YatesForesters Advisory Services, LLC otherWaddell & Reed otherOtherDec 10, 2013Dec 11, 2013
Joseph Patrick McdonaghMML Investors Services, LLC otherWaddell & Reed otherOtherDec 9, 2013Dec 4, 2013
Wen-Liang HuangTransamerica Financial Advisors, LLC otherWaddell & Reed otherOtherDec 6, 2013Dec 13, 2013
Larry Ellis ColtinEdward Jones national BDWaddell & Reed otherOtherDec 6, 2013Apr 22, 2014 (137 d)
Stephen Donald ToddUBS Financial Services Inc. wirehouseWaddell & Reed otherOtherDec 5, 2013Nov 27, 2013
Eva ObregonEdward Jones national BDWaddell & Reed otherOtherDec 5, 2013Jun 30, 2014 (207 d)
Walker Winfree PhillipsWells Fargo Advisors wirehouseWaddell & Reed otherOtherDec 3, 2013Dec 17, 2013
Rositsa Angelova EsenbergMorgan Stanley wirehouseWaddell & Reed otherOtherDec 2, 2013Dec 12, 2013
Nona Parmelee BelousMsi Financial Services, Inc. otherWaddell & Reed otherOtherNov 22, 2013Nov 15, 2013
David Bryce CrupperAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherNov 19, 2013Nov 22, 2013
Randal Jay JohnsrudPark Avenue Securities LLC otherWaddell & Reed otherOtherNov 12, 2013Nov 19, 2013
Philip Thomas WebbCitizens Securities, Inc. otherWaddell & Reed otherOtherNov 12, 2013Nov 8, 2013
Peter John SolteszMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherNov 11, 2013Nov 8, 2013
Michael Wayne ThornhillEdward Jones national BDWaddell & Reed otherOtherNov 4, 2013Nov 1, 2013
Irene Suet Lee-SluysLPL Financial LLC otherWaddell & Reed otherOtherOct 22, 2013Oct 21, 2013
Jason Lon SmithEdward Jones national BDWaddell & Reed otherOtherOct 16, 2013Feb 13, 2014 (120 d)
Brian C LamoneNovadius Wealth Management independent RIAWaddell & Reed otherOtherOct 14, 2013Nov 15, 2013 (32 d)
Tae Kyung SeoNestwise LLC otherWaddell & Reed otherOtherSep 26, 2013Oct 10, 2013
Brandon John ValentineEdward Jones national BDWaddell & Reed otherOtherSep 23, 2013Sep 20, 2013
George TaylorMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherSep 19, 2013Feb 10, 2014 (144 d)
Edward Vincent SweeneyMorgan Stanley wirehouseWaddell & Reed otherOtherSep 6, 2013Sep 10, 2013
Darin Russell CarrollTransamerica Financial Advisors, LLC otherWaddell & Reed otherOtherSep 5, 2013Sep 9, 2013
Jesus A JaramilloPrincipal Securities, Inc. otherWaddell & Reed otherOtherAug 28, 2013Sep 8, 2015 (741 d)
John Hanby FoardFisher Investments otherWaddell & Reed otherOtherAug 14, 2013Aug 7, 2013
Kevin Corey ChristensenEquitable Advisors, LLC national BDWaddell & Reed otherOtherAug 7, 2013Aug 20, 2013
Daniel J LauraineHuntington Financial Advisors otherWaddell & Reed otherOtherAug 1, 2013Aug 2, 2013
Christopher Douglas BegbiePnc Wealth Management otherWaddell & Reed BD affiliatedOtherJul 29, 2013Jun 13, 2018 (1780 d)
Jennifer Lee RadfordAvantax Advisory Services otherWaddell & Reed otherOtherJul 22, 2013Jul 19, 2013
Jay Matthew VavraGradient Advisors, LLC otherWaddell & Reed otherOtherJul 16, 2013Aug 21, 2013 (36 d)
Joel Timothy WingTd Ameritrade Investment Management, LLC otherWaddell & Reed otherOtherJul 16, 2013Jul 22, 2013
James F. BarretteMwa Financial Services, Inc. otherWaddell & Reed otherOtherJul 15, 2013Jul 12, 2013
Ryan Keith BellLPL Financial LLC otherWaddell & Reed otherOtherJul 10, 2013Jun 28, 2013
Michael Todd EckholdtMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherJul 9, 2013Mar 17, 2014 (251 d)
Peter Hedge KingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherJul 5, 2013Jul 3, 2013
Michael Darnell PorterMML Investors Services, LLC otherWaddell & Reed otherOtherJul 3, 2013Jul 3, 2013
Kris Alan SchilperoortMorgan Stanley wirehouseWaddell & Reed otherOtherJun 28, 2013Jun 7, 2013
Christopher Gerard SmileyEdward Jones national BDWaddell & Reed otherOtherJun 28, 2013Jul 11, 2013
Robert James YelenovskyMorgan Stanley wirehouseWaddell & Reed otherOtherJun 13, 2013May 17, 2013
Shawn M PowellEdward Jones national BDWaddell & Reed otherOtherJun 12, 2013Oct 18, 2013 (128 d)
Karl Byron KimeWells Fargo Advisors wirehouseWaddell & Reed otherOtherJun 7, 2013Jun 17, 2013
Michael Jeffrey PetersCrowell, Weedon & Co. otherWaddell & Reed otherOtherJun 6, 2013Jun 5, 2013
Casey Robert CollinsTransamerica Financial Advisors, LLC otherWaddell & Reed otherOtherJun 5, 2013Jun 17, 2013
Gary Scott RossRealta Investment Advisors, Inc otherWaddell & Reed otherOtherJun 3, 2013Jun 13, 2013
Edward Emmett CarrollMorgan Stanley wirehouseWaddell & Reed otherOtherMay 29, 2013Aug 15, 2013 (78 d)
Daniel Frank TrerotolaLPL Financial LLC otherWaddell & Reed otherOtherMay 21, 2013May 10, 2013
Terence Elmer TysingerEdward Jones national BDWaddell & Reed otherOtherMay 16, 2013Jul 23, 2013 (68 d)
Carole Ann LaneMML Investors Services, LLC otherWaddell & Reed otherOtherMay 10, 2013May 7, 2013
Daniel John PortmanEdward Jones national BDWaddell & Reed otherOtherMay 1, 2013Apr 26, 2013
Gary G BouchAmeriprise Financial Services, LLC national BDWaddell & Reed otherOtherApr 26, 2013Apr 22, 2013
Timothy Ryan BoyleStrategic Advisers LLC national BDWaddell & Reed otherOtherApr 18, 2013May 1, 2013
Brian Christopher CoxonJ.P. Morgan Securities LLC wirehouseWaddell & Reed otherOtherApr 15, 2013Apr 12, 2013
Karie Jean KluesnerEdward Jones national BDWaddell & Reed otherOtherApr 4, 2013Jul 16, 2013 (103 d)
Cansada Marie ColemanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWaddell & Reed otherOtherApr 2, 2013Apr 8, 2013
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949 moves match.