Departures from Cuso Financial Services, L.P.

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.

Advisor	From	To	Type	Left	Registered
Christian Michael Barnett	Cuso Financial Services, L.P. other	Investment Centers Of America, Inc. other	Other	Jul 27, 2017	Jul 31, 2017
Matthew Paul Pettit	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Jul 17, 2017	Jul 10, 2017
Peter Hoffmann	Cuso Financial Services, L.P. other	Fidelity Personal And Workplace Advisors BD affiliated	Other	Jul 14, 2017	Jan 13, 2021 (1279 d)
Jonna Leigh Damiano	Cuso Financial Services, L.P. other	Cetera Investment Advisers LLC other	Other	Jul 7, 2017	Aug 8, 2017 (32 d)
Dana Christopher Go	Cuso Financial Services, L.P. other	Securities America Advisors, Inc. BD affiliated	Other	Jun 26, 2017	Apr 6, 2018 (284 d)
Scott James Walker	Cuso Financial Services, L.P. other	Wescom Financial Services, LLC independent RIA	Other	Jun 22, 2017	May 29, 2018 (341 d)
Douglas Alan Brown	Cuso Financial Services, L.P. other	Independent Advisor Alliance, LLC other	Other	Jun 6, 2017	Jun 26, 2017
Christopher J Dame	Cuso Financial Services, L.P. other	Signator Investors, Inc. other	Other	Jun 6, 2017	Jun 2, 2017
Robert J Cortes	Cuso Financial Services, L.P. other	Allgen Financial Advisors, Inc. independent RIA	Other	Jun 6, 2017	Jan 7, 2025 (2772 d)
Denise Anne Kamel	Cuso Financial Services, L.P. other	Commonwealth Financial Network national BD	Other	May 26, 2017	May 31, 2017
Scott Glenn Thompson	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. mixed wealth	Other	May 12, 2017	Jul 6, 2018 (420 d)
Philip Glenn Sherman	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	May 12, 2017	Jul 10, 2017 (59 d)
Yvonne K. Dean	Cuso Financial Services, L.P. other	Ameriprise Financial Services, LLC national BD	Other	May 9, 2017	Sep 28, 2017 (142 d)
Michael James St Marie	Cuso Financial Services, L.P. other	Ameriprise Financial Services, LLC national BD	Other	May 9, 2017	May 5, 2017
Michelle Pearson	Cuso Financial Services, L.P. other	Cetera Investment Advisers LLC other	Other	May 4, 2017	May 31, 2017
Sarah Exell	Cuso Financial Services, L.P. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	May 3, 2017	May 3, 2017
Mark Brian Lozier	Cuso Financial Services, L.P. other	Strategic Advisers LLC national BD	Other	Apr 28, 2017	Aug 1, 2017 (95 d)
Arlis Bernard Ortman	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Apr 27, 2017	Jul 12, 2017 (76 d)
Gerald Robert Rose	Cuso Financial Services, L.P. other	Cadaret Grant & Co Inc other	Other	Apr 26, 2017	Sep 22, 2017 (149 d)
Michael R Klopfer	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Apr 17, 2017	May 23, 2017 (36 d)
Nicholas Isaac Cohen	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Apr 17, 2017	May 26, 2017 (39 d)
Milissa Marie Hengel	Cuso Financial Services, L.P. other	Umb Financial Services, Inc. other	Other	Apr 13, 2017	Jul 19, 2017 (97 d)
Kayla L Gunderson	Cuso Financial Services, L.P. other	Edward Jones national BD	Other	Apr 12, 2017	Apr 13, 2017
Jason Alan Hillard	Cuso Financial Services, L.P. other	Edward Jones national BD	Other	Mar 31, 2017	Aug 24, 2018 (511 d)
Cesar Noe Pena	Cuso Financial Services, L.P. other	Bcu Wealth Advisors, LLC other	Other	Mar 24, 2017	Aug 6, 2014
Richard Lee Chambers	Cuso Financial Services, L.P. other	Bcu Wealth Advisors, LLC other	Other	Mar 13, 2017	Apr 1, 2013
Robert James Schup	Cuso Financial Services, L.P. other	Osaic Institutions, Inc. other	Other	Mar 13, 2017	Mar 2, 2017
Andrew John Whitaker	Cuso Financial Services, L.P. other	Concourse Financial Group Advisors other	Other	Mar 13, 2017	Apr 25, 2017 (43 d)
Janet Lynn Lake	Cuso Financial Services, L.P. other	Cambridge Investment Research Advisors, Inc. other	Other	Mar 13, 2017	Apr 17, 2017 (35 d)
Young Soo Park	Cuso Financial Services, L.P. other	King Tide Advisors unclassified	Other	Feb 17, 2017	May 24, 2022 (1922 d)
Eun Joo Kim Hamblin	Cuso Financial Services, L.P. other	Pruco Securities, LLC other	Other	Feb 16, 2017	Aug 31, 2017 (196 d)
Darin Andrew Drennan	Cuso Financial Services, L.P. other	Arvest Wealth Management other	Other	Feb 3, 2017	Feb 22, 2017
Michael Thomas Jones	Cuso Financial Services, L.P. other	Next Financial Group, Inc. other	Other	Dec 27, 2016	Jan 13, 2017
William David Harwood	Cuso Financial Services, L.P. other	Northern Capital Securities Corporation state registered	Other	Dec 21, 2016	Jul 21, 2020 (1308 d)
Clayton Odell Borders	Cuso Financial Services, L.P. other	Advice And Planning Services other	Other	Dec 1, 2016	Dec 13, 2016
Russell Melville Hanscom	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Nov 30, 2016	Nov 30, 2016
Brian Fee	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Nov 30, 2016	Nov 30, 2016
Tuan Thanh Le	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Nov 30, 2016	Dec 5, 2016
Sean Brendan Arnold	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Nov 30, 2016	Nov 30, 2016
Gregory John Frentzen	Cuso Financial Services, L.P. other	Securities America Advisors, Inc. other	Other	Nov 28, 2016	Nov 23, 2016
Donna Hicko	Cuso Financial Services, L.P. other	Sorrento Pacific Financial, LLC other	Other	Nov 8, 2016	May 19, 2015
Daniel T. Devonald	Cuso Financial Services, L.P. other	Scottrade Investment Management other	Other	Nov 4, 2016	Jan 25, 2017 (82 d)
Joseph Patrick Mylotte	Cuso Financial Services, L.P. other	Mercap Advisors, Inc. no RAUM	Other	Oct 27, 2016	Mar 27, 2017 (151 d)
Mary Turner Masters	Cuso Financial Services, L.P. other	Invest Financial Corporation other	Other	Oct 27, 2016	Nov 14, 2016
Cali J Lehman	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Oct 27, 2016	Nov 2, 2016
Scott Douglas Cramer	Cuso Financial Services, L.P. other	Ameriprise Financial Services, LLC national BD	Other	Oct 19, 2016	Feb 17, 2021 (1582 d)
Douglas Lee Jones	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Oct 17, 2016	Nov 13, 2017 (392 d)
James David Armer	Cuso Financial Services, L.P. other	Pnc Managed Account Solutions, Inc. other	Other	Oct 6, 2016	Dec 15, 2016 (70 d)
Ryan Bruce Lavielle	Cuso Financial Services, L.P. other	Wesbanco Securities, Inc. BD affiliated	Other	Oct 3, 2016	Oct 13, 2016
Richard Todd Holden	Cuso Financial Services, L.P. other	Northwest Financial Advisors LLC other	Other	Sep 23, 2016	Sep 23, 2016
Angel Galan	Cuso Financial Services, L.P. other	Invest Financial Corporation other	Other	Sep 23, 2016	Sep 29, 2016
Lamont Adrian Brown	Cuso Financial Services, L.P. other	Advice And Planning Services other	Other	Sep 16, 2016	Sep 26, 2016
Amy Elizabeth Yesnach	Cuso Financial Services, L.P. other	Citizens Securities, Inc. other	Other	Sep 9, 2016	Feb 15, 2017 (159 d)
Devan Christopher Wyson	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Sep 9, 2016	Sep 29, 2016
Gerard Bessette	Cuso Financial Services, L.P. other	Hornor, Townsend & Kent, LLC other	Other	Sep 1, 2016	Dec 20, 2016 (110 d)
Colin Thomas Babb	Cuso Financial Services, L.P. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Aug 9, 2016	Aug 8, 2016
Stanley Nick Tzikas	Cuso Financial Services, L.P. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Jul 28, 2016	Oct 12, 2016 (76 d)
Gary Edward Henderson	Cuso Financial Services, L.P. other	LPL Financial LLC other	Other	Jul 15, 2016	Jul 15, 2016
Luis Munoz	Cuso Financial Services, L.P. other	Bb&T Investment Services, Inc. other	Other	Jun 16, 2016	Jul 7, 2016
Michael Anthony Pugliese	Cuso Financial Services, L.P. other	Santander Securities other	Other	Jun 9, 2016	Jul 5, 2016

Page 10 of 16Previous Next

903 moves match.