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.

949 moves

Advisor	From	To	Type	Left	Registered
James J Karabas	Vestor Capital, LLC other	Waddell & Reed other	Other	Apr 1, 2013	Sep 27, 2013 (179 d)
David James Mannaioni	Transamerica Financial Advisors, LLC other	Waddell & Reed other	Other	Apr 1, 2013	Apr 2, 2013
Curtis E Hughes	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Waddell & Reed other	Other	Mar 22, 2013	Jul 31, 2013 (131 d)
Julie Ann Cook	Savant Wealth Management other	Waddell & Reed other	Other	Mar 20, 2013	Apr 16, 2013
Susan C Wieck	Advice And Planning Services other	Waddell & Reed other	Other	Mar 8, 2013	Jul 30, 2013 (144 d)
Louis Numa Decuir	First Command Financial Planning, Inc. other	Waddell & Reed other	Other	Mar 8, 2013	Feb 5, 2013
Agatha Christine Robinson	Usaa Investment Services Company other	Waddell & Reed other	Other	Mar 7, 2013	Mar 21, 2013
Jeffrey Jon Zimmer	Cuna Brokerage Services, Inc. other	Waddell & Reed other	Other	Feb 27, 2013	Feb 27, 2013
Bradley Clifton Bates	Investment Professionals, Inc. other	Waddell & Reed other	Other	Feb 21, 2013	Jan 25, 2013
Lisa Anne Dean	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Waddell & Reed other	Other	Feb 19, 2013	Feb 15, 2013
Christopher Robert Darnell	Edward Jones national BD	Waddell & Reed other	Other	Feb 19, 2013	Feb 15, 2013
Paul Robert Gross	Morgan Stanley wirehouse	Waddell & Reed other	Other	Jan 30, 2013	Feb 7, 2013
Johnathan Robert Hines	Edward Jones national BD	Waddell & Reed other	Other	Jan 30, 2013	Jan 29, 2013
Ralph David Janitell	LPL Financial LLC other	Waddell & Reed other	Other	Jan 29, 2013	Jan 31, 2013
Shane Timothy Twomey	Morgan Stanley wirehouse	Waddell & Reed other	Other	Jan 23, 2013	Jan 2, 2013
William Sands Jr	Wells Fargo Advisors wirehouse	Waddell & Reed other	Other	Jan 17, 2013	May 15, 2013 (118 d)
Michael Peter Schlegel	J.P. Morgan Securities LLC wirehouse	Waddell & Reed other	Other	Jan 16, 2013	Jan 25, 2013
Scott Bradley Swinchock	Edward Jones national BD	Waddell & Reed other	Other	Jan 9, 2013	Jan 3, 2013
Charles Marion Fetters	Citizens Securities, Inc. other	Waddell & Reed other	Other	Jan 8, 2013	Jan 2, 2013
Bonham Edwin Freeman	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Waddell & Reed other	Other	Jan 7, 2013	Jan 4, 2013
Jay Sellami	Ameriprise Financial Services, LLC national BD	Waddell & Reed other	Other	Jan 3, 2013	Nov 12, 2013 (313 d)
Scott Douglas Covey	Investment Professionals, Inc. other	Waddell & Reed other	Other	Dec 31, 2012	Dec 12, 2012
Chris Weston	Securities America Advisors, Inc. other	Waddell & Reed other	Other	Dec 18, 2012	Dec 13, 2012
Ann Zlamal	Valic Financial Advisors, Inc. other	Waddell & Reed other	Other	Dec 13, 2012	Jul 16, 2013 (215 d)
Todd Michael Nuss	Securian Financial Services, Inc. other	Waddell & Reed other	Other	Dec 13, 2012	Jun 19, 2013 (188 d)
Karen Dalmau	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Waddell & Reed other	Other	Dec 10, 2012	Dec 6, 2012
Tamara Toshia Uribe	Ameritas Advisory Services other	Waddell & Reed other	Other	Dec 7, 2012	Nov 30, 2012
Mark Anthony Nehra	Msi Financial Services, Inc. other	Waddell & Reed other	Other	Dec 6, 2012	Nov 29, 2012
Peter B Fink	Wells Fargo Advisors wirehouse	Waddell & Reed other	Other	Dec 5, 2012	Dec 3, 2012
Daniel Joseph Mahle	Questar Asset Management, Inc. other	Waddell & Reed other	Other	Dec 4, 2012	Dec 12, 2012
Clayton Houston Miller	Edward Jones national BD	Waddell & Reed other	Other	Dec 3, 2012	Nov 30, 2012
Steven Michael Murray	New York Life Investment Management LLC other	Waddell & Reed other	Other	Nov 26, 2012	Nov 12, 2013 (351 d)
Phillip Nathaniel Loring	Wells Fargo Advisors wirehouse	Waddell & Reed other	Other	Nov 26, 2012	Nov 20, 2012
Gary Hollis Schwartz	Ameriprise Financial Services, LLC national BD	Waddell & Reed other	Other	Nov 15, 2012	Nov 20, 2012
Jared Dennis Deboer	Principal Securities, Inc. other	Waddell & Reed other	Other	Nov 6, 2012	Nov 26, 2012
Bruce Michael Wiitala	Ameriprise Financial Services, LLC national BD	Waddell & Reed other	Other	Oct 17, 2012	Oct 18, 2012
James Joseph Mccullough	Thrivent Investment Management Inc. other	Waddell & Reed other	Other	Oct 9, 2012	Oct 12, 2012
Daniel Santos Santibanez	Chase Investment Services Corp. other	Waddell & Reed other	Other	Oct 1, 2012	Jul 10, 2009
David Vern Call	Morgan Stanley wirehouse	Waddell & Reed other	Other	Sep 26, 2012	Sep 4, 2012
William Russell Thompson	Deutsche Bank Securities Inc. other	Waddell & Reed other	Other	Sep 13, 2012	Dec 6, 2013 (449 d)
Donna Lynn Tilden	American Century Advisory Services, Inc. no RAUM	Waddell & Reed other	Other	Sep 10, 2012	Sep 20, 2012
Derik Clay Heimerdinger	Edward Jones national BD	Waddell & Reed other	Other	Sep 4, 2012	Aug 31, 2012
Todd Mitchell Harper	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Waddell & Reed other	Other	Aug 27, 2012	Aug 24, 2012
David William Draper	New England Securities Corporation other	Waddell & Reed other	Other	Aug 23, 2012	Aug 20, 2012
Debra Rae Schilling	Wells Fargo Advisors wirehouse	Waddell & Reed other	Other	Aug 20, 2012	Aug 17, 2012
Christopher Marcellus Brooks	Ameriprise Financial Services, LLC national BD	Waddell & Reed other	Other	Aug 20, 2012	Aug 29, 2012
Kyle Eugene Bell	Concourse Financial Group Advisors other	Waddell & Reed other	Other	Aug 20, 2012	Jul 24, 2014 (703 d)
John Francis Morris	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Waddell & Reed other	Other	Aug 10, 2012	Sep 13, 2012 (34 d)
Scott Bradley Wilson	Morgan Stanley wirehouse	Waddell & Reed other	Other	Aug 8, 2012	Aug 3, 2012
Kevin Michael Thornton	Securian Financial Services, Inc. other	Waddell & Reed other	Other	Aug 8, 2012	Aug 21, 2012
Jarett Atkins	Equitable Advisors, LLC national BD	Waddell & Reed other	Other	Aug 1, 2012	Jan 30, 2014 (547 d)
Yuhui Chang	First Command Financial Planning, Inc. other	Waddell & Reed other	Other	Jul 27, 2012	Jul 18, 2012
Christopher Douglas Risher	MML Investors Services, LLC other	Waddell & Reed other	Other	Jul 26, 2012	Oct 24, 2011
John Leon Kozar	Ameriprise Financial Services, LLC national BD	Waddell & Reed other	Other	Jul 25, 2012	Jul 16, 2012
Richard Dean Mitchell	Unified Wealth Management, LLC other	Waddell & Reed other	Other	Jul 24, 2012	Jul 23, 2012
Christopher John Kinsky	Msi Financial Services, Inc. other	Waddell & Reed other	Other	Jul 23, 2012	Aug 9, 2012
Don Robert Guess	Swbc Investment Company other	Waddell & Reed other	Other	Jul 20, 2012	Jul 30, 2012
Mark Laverne Wood	Morgan Stanley wirehouse	Waddell & Reed other	Other	Jul 11, 2012	Jun 29, 2012
Deborah Jennifer Severn	Cetera Advisor Networks LLC other	Waddell & Reed other	Other	Jul 10, 2012	Nov 19, 2013 (497 d)
Monte Michael Meier	Edward Jones national BD	Waddell & Reed other	Other	Jul 6, 2012	Jul 25, 2012

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