WADDELL & ASSOCIATES INC
CRD #105746 SEC #801-26693 MEMPHIS, TN 901-767-9187
SEC Registered
Total AUM
$750.4M
Discretionary
$675.6M
Employees
21
Clients
101
Accounts
2,741
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUNDICK, EDWARD, LOUIS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| DEUTSCH, MICHAEL, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DEUTSCH, MICHAEL, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DEUTSCH, MICHAEL, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DEUTSCH, MICHAEL, JOSEPH | I | VICE PRESIDENT | NA | Control |
| DEUTSCH, MICHAEL, JOSEPH | I | VICE PRESIDENT | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT, WEALTH STRATEGIES | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT, WEALTH STRATEGIES | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT, WEALTH STRATEGIES | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT, WEALTH STRATEGIES | NA | Control |
| GREEN, PERRY, JENKINS | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| GREEN, PERRY, JENKINS | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| GREEN, PERRY, JENKINS | I | SENIOR VICE PRESIDENT, WEALTH STRATEGIES | NA | Control |
| GREEN, PERRY, JENKINS | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| MEEKS, TARA, LYNN | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | SENIOR VICE PRESIDENT, OPERATIONS | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| MEEKS, TARA, LYNN | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | VICE PRESIDENT, OPERATIONS | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MEEKS, TARA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| RAPOPORT, DAWN, MARIE | I | CHIEF OPERATING OFFICER | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| ROYER, CAROL, LEE | I | VICE PRESIDENT - FINANCE | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| WADDELL, DAVID, SEWALL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WADDELL, DAVID, SEWALL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WADDELL, DAVID, SEWALL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WADDELL, DAVID, SEWALL | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST & DSW TRUST | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | SENIOR VICE PRESIDENT | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | SENIOR VICE PRESIDENT | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | VICE PRESIDENT - OPERATIONS & COMPLIANCE | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | VICE PRESIDENT - OPERATIONS & COMPLIANCE | NA | Control |
| WILLIAMS, KATHY, STRAIN | I | VICE PRESIDENT - OPERATIONS & COMPLIANCE | NA | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| DSW TRUST U/A DTD 12/31/09 | DE | SHAREHOLDER | D | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | D | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | D | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR & PRESIDENT | D | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | D | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | D | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR | D | Control |
| WADDELL, ALFRED, MOORE | I | DIRECTOR & PRESIDENT | D | Control |
| WADDELL, ALFRED, MOORE | I | CHAIRMAN, DIRECTOR & PRESIDENT | D | Control |
| WADDELL, ALFRED, MOORE | I | DIRECTOR & PRESIDENT | D | Control |
| WADDELL, ALFRED, MOORE | I | DIRECTOR & PRESIDENT | D | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WADDELL TRUST U/A DTD 7/25/05 | DE | SHAREHOLDER | C | Control |
| WUNDERLICH, ALVIN, W. | I | DIRECTOR & EXECUTIVE VICE PRESIDENT | C | Control |
| WUNDERLICH, ALVIN, W. | I | DIRECTOR & EXECUTIVE VICE PRESIDENT | C | Control |
| WUNDERLICH, ALVIN, WILLIAM | I | VICE CHARIMAN, DIRECTOR & EXECUTIVE VICE PRESIDENT | C | Control |
| WUNDERLICH, ALVIN, WILLIAM | I | VICE CHARIMAN, DIRECTOR | C | Control |
| WUNDERLICH, ALVIN, WILLIAM | I | VICE CHARIMAN, DIRECTOR & EXECUTIVE VICE PRESIDENT | C | Control |
| WUNDERLICH, ALVIN, WILLIAM | I | DIRECTOR & EXECUTIVE VICE PRESIDENT | C | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR & FIRST VICE PRESIDENT | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | DIRECTOR & FIRST VICE PRESIDENT | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | VICE CHAIRMAN, DIRECTOR & FIRST VICE PRESIDENT | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | FIRST VICE PRESIDENT | B | Control |
| SCRUGGS, PHYLLIS, RAIFORD | I | DIRECTOR & FIRST VICE PRESIDENT | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL & ASSOCIATES, INC. ESOP TRUST | DE | SHAREHOLDER | B | Control |
| WADDELL, CLARA, S. | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, S. | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
| WADDELL, CLARA, SAXON | I | DIRECTOR & CORPORATE SECRETARY | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | E | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | E | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | E | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | E | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | E | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | E | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | E | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | E | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | D | Control |
| WADDELL, DAVID, SEWALL | I | DSW TRUST U/A DTD 12/31/09 | D | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | C | Control |
| WADDELL, DAVID, SEWALL | I | WADDELL TRUST U/A DTD 07/25/05 | C | Control |
Registrations
Federal
IA
Mar 21, 2016 REGISTERED
Notice Filings (19)
AL AR CA CO FL GA KY LA MA MO MS NC NY SC TN TX VA WA WI
Address
5188 WHEELIS DRIVEMEMPHIS, TN 38117
United States
Phone: 901-767-9187