Advisor moves

Departures from Cuna Brokerage Services, Inc.

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.

693 moves
AdvisorFromToTypeLeftRegistered
Michael Wesley SammonsCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherJan 22, 2009Jan 28, 2009
Monica Sashil ChandraCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherJan 22, 2009Jan 20, 2009
Stephan David SandovalCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherJan 22, 2009Jan 20, 2009
Suman Lata AchariCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherJan 22, 2009Jan 20, 2009
Lucas M BrownCuna Brokerage Services, Inc. otherTrue Blue Financial, LLC independent RIAOtherDec 4, 2008Dec 15, 2020 (4394 d)
Kathy Anderson WilsonCuna Brokerage Services, Inc. otherColonial Asset Management Inc unclassifiedOtherNov 19, 2008Jan 15, 2009 (57 d)
Lauchlin Vernon HinesCuna Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherNov 4, 2008Nov 6, 2008
Catherine KrauterCuna Brokerage Services, Inc. otherThrivent Investment Management Inc. BD affiliatedOtherNov 3, 2008Mar 11, 2024 (5607 d)
Janet Ann WulfCuna Brokerage Services, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherOct 20, 2008May 7, 2009 (199 d)
Olabisi Olugbenga OduguwaCuna Brokerage Services, Inc. otherValic Financial Advisors, Inc. otherOtherSep 29, 2008Sep 30, 2008
Matthew Nicholas WitkowskiCuna Brokerage Services, Inc. otherSecurities America Advisors, Inc. otherOtherJul 3, 2008Jun 15, 2009 (347 d)
John Worden ColemanCuna Brokerage Services, Inc. otherEquitable Advisors, LLC national BDOtherJul 3, 2008Dec 22, 2010 (902 d)
John A MalcolmCuna Brokerage Services, Inc. otherValic Financial Advisors, Inc. otherOtherJun 20, 2008Jun 30, 2008
Deborah Claire AnselmoCuna Brokerage Services, Inc. otherCentaurus Financial, Inc. BD affiliatedOtherJun 13, 2008Jul 20, 2022 (5150 d)
Todd Kally BairdCuna Brokerage Services, Inc. otherWamu Investments, Inc. unclassifiedOtherMay 6, 2008May 21, 2008
Valerie Jean ZwostaCuna Brokerage Services, Inc. otherCetera Investment Services LLC otherOtherMay 2, 2008May 8, 2008
Michael James RodgersCuna Brokerage Services, Inc. otherFirst Trust Advisors LP otherOtherApr 15, 2008Nov 21, 2008 (220 d)
Kimberley Sue ProffittCuna Brokerage Services, Inc. otherBok Financial Advisors otherOtherFeb 4, 2008Nov 3, 2009 (638 d)
Walter Joseph AnthonyCuna Brokerage Services, Inc. otherHilltop Securities Inc. otherOtherFeb 1, 2008Jan 25, 2008
Frederick Abrams BellowsCuna Brokerage Services, Inc. otherMorgan Stanley wirehouseOtherFeb 1, 2008Jun 25, 2013 (1971 d)
Adam C SerrCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherJan 28, 2008Jan 25, 2008
Helen Ruth AlexanderCuna Brokerage Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherJan 17, 2008May 27, 2008 (131 d)
Robert Fred BouvierCuna Brokerage Services, Inc. otherSwbc Investment Company otherOtherJan 4, 2008May 20, 2009 (502 d)
Charlene Ann LarsenCuna Brokerage Services, Inc. otherThrivent Investment Management Inc. otherOtherJan 2, 2008Jan 4, 2008
Valencia Brown JonesCuna Brokerage Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 11, 2007Oct 14, 2008 (308 d)
Thomas Richard TjadenCuna Brokerage Services, Inc. otherCetera Advisors LLC otherOtherNov 1, 2007Oct 31, 2007
Robert Wesley TeagueCuna Brokerage Services, Inc. otherEquitable Advisors, LLC national BDOtherNov 1, 2007Nov 8, 2007
Jeffrey UlitCuna Brokerage Services, Inc. otherUBS Financial Services Inc. wirehouseOtherNov 1, 2007Aug 18, 2016 (3213 d)
David Scott GoodmanCuna Brokerage Services, Inc. otherTd Ameritrade, Inc. no RAUMOtherOct 26, 2007Nov 19, 2007
Marilyn Eleanor AnsteyCuna Brokerage Services, Inc. otherMsi Financial Services, Inc. otherOtherAug 14, 2007Mar 15, 2011 (1309 d)
Steven Robert KlescewskiCuna Brokerage Services, Inc. otherHarbour Investments, Inc. otherOtherAug 7, 2007Jan 4, 2010 (881 d)
William Austin AllenCuna Brokerage Services, Inc. otherGeneos Wealth Management, Inc. otherOtherAug 7, 2007Aug 7, 2007
William Edward MarleyCuna Brokerage Services, Inc. otherUvest Financial Services Group, Inc. unclassifiedOtherAug 1, 2007Aug 3, 2007
Roger Adrian VersteegCuna Brokerage Services, Inc. otherSwbc Investment Company otherOtherJul 10, 2007Dec 7, 2007 (150 d)
Douglas Edward FrazierCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherJul 3, 2007Sep 4, 2007 (63 d)
Eleanor Wilson RayCuna Brokerage Services, Inc. otherWpwealth Llp otherOtherJun 1, 2007Jan 4, 2008 (217 d)
Cathie Jean ArthursCuna Brokerage Services, Inc. otherConover Capital Management otherOtherMay 22, 2007Jan 3, 2012 (1687 d)
Charles Marion FettersCuna Brokerage Services, Inc. otherCitizens Securities, Inc. otherOtherMay 3, 2007May 3, 2007
Jean Tobin RiordanCuna Brokerage Services, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherApr 18, 2007May 18, 2007
Richard Allen SmithCuna Brokerage Services, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 18, 2007Apr 17, 2007
Karin R StewartCuna Brokerage Services, Inc. otherOneamerica Securities, Inc. otherOtherApr 4, 2007Jul 15, 2008 (468 d)
Matthew Paul ButlerCuna Brokerage Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherMar 29, 2007Mar 28, 2007
James D PotterCuna Brokerage Services, Inc. otherUvest Financial Services Group, Inc. unclassifiedOtherMar 19, 2007Mar 27, 2007
Michael Steven BullisCuna Brokerage Services, Inc. otherFirst Allied Securities, Inc. otherOtherMar 14, 2007Aug 11, 2010 (1246 d)
Susan Denise VargasonCuna Brokerage Services, Inc. otherVsr Advisory Services otherOtherMar 13, 2007Mar 12, 2007
James Murray ElliottCuna Brokerage Services, Inc. otherCitizens Securities, Inc. otherOtherFeb 27, 2007Mar 2, 2007
Rely HechterCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherFeb 26, 2007Jan 4, 2011 (1408 d)
Ryan George TorontoCuna Brokerage Services, Inc. otherCue Financial Group, Inc. otherOtherFeb 13, 2007Feb 14, 2007
Kyle David WinterCuna Brokerage Services, Inc. otherWintrust Investments otherOtherJan 30, 2007Feb 2, 2007
Kevin Scott LacewellCuna Brokerage Services, Inc. otherRaymond James Financial Services, Inc. unclassifiedOtherDec 31, 2006Mar 4, 2008 (429 d)
Gary Bruce SieburgCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherDec 11, 2006Dec 8, 2006
Ronit RogoszinskiCuna Brokerage Services, Inc. otherAsset & Financial Planning, Ltd otherOtherNov 7, 2006Nov 3, 2006
Mark Christopher TrawickCuna Brokerage Services, Inc. otherVoya Financial Advisors, Inc. otherOtherNov 1, 2006Mar 14, 2007 (133 d)
Douglas Barry EnglishCuna Brokerage Services, Inc. otherLPL Financial LLC otherOtherOct 31, 2006Oct 30, 2006
Matthew David NelsonCuna Brokerage Services, Inc. otherFocus Financial otherOtherOct 25, 2006Nov 27, 2006 (33 d)
Paul ValerioCuna Brokerage Services, Inc. otherPark Avenue Securities LLC otherOtherOct 9, 2006Oct 19, 2007 (375 d)
Elizabeth JosephCuna Brokerage Services, Inc. otherNavy Federal Investment Services, LLC otherOtherOct 5, 2006Oct 5, 2006
Kevin Michael ReeseCuna Brokerage Services, Inc. otherNavy Federal Asset Management, LLC otherOtherSep 20, 2006Sep 8, 2007 (353 d)
Gil Patrick MatroCuna Brokerage Services, Inc. otherNavy Federal Asset Management, LLC otherOtherSep 20, 2006Sep 8, 2007 (353 d)
Tracey Kirsteen CollinsCuna Brokerage Services, Inc. otherBb&T Investment Services, Inc. no RAUMOtherSep 1, 2006Oct 4, 2006 (33 d)
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