Advisor moves

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.

AdvisorFromToTypeLeftRegistered
Theodore Scott AlexanderCuso Financial Services, L.P. otherFifth Third Securities, Inc. otherOtherJun 3, 2016Jun 21, 2016
Jennifer Alice HarrisCuso Financial Services, L.P. otherInvestment Professionals, Inc. otherOtherMay 25, 2016May 31, 2016
Aaron James HauglandCuso Financial Services, L.P. otherPersonal Capital Advisors Corporation otherOtherMay 6, 2016May 10, 2016
James Patrick FlynnCuso Financial Services, L.P. otherSantander Securities otherOtherMay 3, 2016May 17, 2016
Adriana Genoveffa GuezCuso Financial Services, L.P. otherPnc Managed Account Solutions, Inc. otherOtherMay 2, 2016Apr 5, 2017 (338 d)
Carlos MenicucciCuso Financial Services, L.P. otherTd Ameritrade Investment Management, LLC otherOtherMay 2, 2016Jan 19, 2017 (262 d)
Douglas Charles RobbCuso Financial Services, L.P. otherAbc Wealth Inc state registeredOtherApr 29, 2016Apr 1, 2021 (1798 d)
Matthew Anthony TarantinoCuso Financial Services, L.P. otherFidelity Personal And Workplace Advisors BD affiliatedOtherApr 28, 2016Feb 7, 2019 (1015 d)
Ashley Elizabeth CurielCuso Financial Services, L.P. otherGolden State Wealth Management, LLC otherOtherApr 26, 2016Feb 15, 2017 (295 d)
Gregory Allen GulickCuso Financial Services, L.P. otherIc Advisory Services, Inc. otherOtherApr 15, 2016Apr 15, 2016
Patrick ThorCuso Financial Services, L.P. otherPfg Advisors otherOtherApr 14, 2016Apr 20, 2016
Denis IngallsCuso Financial Services, L.P. otherEdward Jones national BDOtherApr 5, 2016Apr 13, 2017 (373 d)
Jonathan Clinton CampbellCuso Financial Services, L.P. otherSchwab Wealth Advisory, Inc. otherOtherApr 4, 2016Apr 11, 2016
Brandy Alexander ArizaCuso Financial Services, L.P. otherLPL Financial LLC otherOtherMar 1, 2016Feb 25, 2016
Curtis G MaloneCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherMar 1, 2016Mar 18, 2016
Matthew Earle RussellCuso Financial Services, L.P. otherSecurities America Advisors, Inc. otherOtherFeb 25, 2016Feb 26, 2016
Nathaniel James AnthonyCuso Financial Services, L.P. otherRaymond James & Associates, Inc. national BDOtherFeb 25, 2016Feb 22, 2016
Levi Adam ThomasCuso Financial Services, L.P. otherU.S. Bancorp Investments, Inc. otherOtherFeb 10, 2016Mar 7, 2016
Jeff OlbinaCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherFeb 9, 2016Feb 12, 2016
Matthew Edward GaffeyCuso Financial Services, L.P. otherSuntrust Investment Services, Inc. otherOtherJan 26, 2016Jan 21, 2016
Elishah McdanielCuso Financial Services, L.P. otherWells Fargo Advisors wirehouseOtherJan 8, 2016Feb 17, 2016 (40 d)
Song Bo ShimCuso Financial Services, L.P. otherCetera Investment Advisers LLC otherOtherJan 8, 2016Feb 1, 2016
Antonio CarterCuso Financial Services, L.P. otherSorrento Pacific Financial, LLC otherOtherDec 7, 2015Oct 2, 2015
Brian Zachary JonesCuso Financial Services, L.P. otherStrategic Financial Concepts, LLC otherOtherDec 7, 2015Dec 8, 2015
Thomas W HuddlestonCuso Financial Services, L.P. otherOsaic Institutions, Inc. otherOtherDec 1, 2015Jan 11, 2016 (41 d)
Eric Laurin JohnsonCuso Financial Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 1, 2015Jan 4, 2016 (34 d)
Nicholas Frank NautaCuso Financial Services, L.P. otherCambridge Investment Research Advisors, Inc. otherOtherNov 6, 2015Nov 10, 2015
Mary Kay VanderweystCuso Financial Services, L.P. otherCetera Investment Advisers LLC otherOtherNov 4, 2015Nov 25, 2015
Michael BrescioneCuso Financial Services, L.P. otherWescom Financial Services, LLC independent RIAOtherNov 4, 2015Nov 5, 2015
Mark MusallamCuso Financial Services, L.P. otherEagle Strategies LLC otherOtherOct 27, 2015Apr 20, 2016 (176 d)
Jonas Turand ChampionCuso Financial Services, L.P. otherNet Income LLC state registeredOtherSep 30, 2015Jan 6, 2016 (98 d)
Douglas Ried DanielsCuso Financial Services, L.P. otherLPL Financial LLC otherOtherSep 21, 2015Sep 22, 2015
Ryan Jan TurnerCuso Financial Services, L.P. otherLPL Financial LLC otherOtherSep 21, 2015Sep 22, 2015
Bruce Allen JosephCuso Financial Services, L.P. otherMsi Financial Services, Inc. otherOtherSep 21, 2015Sep 21, 2015
Jessica Elisabeth BeckCuso Financial Services, L.P. otherBancwest Investment Services, Inc. (Bwis) otherOtherSep 21, 2015Feb 22, 2016 (154 d)
Patrick Edward HueyCuso Financial Services, L.P. otherRaymond James Financial Services Advisors, Inc otherOtherAug 27, 2015Sep 28, 2015 (32 d)
Roberto Ricardo RizzaCuso Financial Services, L.P. otherCitizens Securities, Inc. otherOtherAug 21, 2015Sep 11, 2015
Eric Orlando Rivera BonillaCuso Financial Services, L.P. otherBb&T Investment Services, Inc. no RAUMOtherAug 3, 2015Aug 5, 2015
Daniel Bennett Goldman LevineCuso Financial Services, L.P. otherTd Ameritrade Investment Management, LLC otherOtherJul 30, 2015Aug 5, 2015
Robert Dwane PencilCuso Financial Services, L.P. otherConceptual Financial Advisors, LLC independent RIAOtherJul 10, 2015Jul 20, 2015
Carolynn Bridget BridgesCuso Financial Services, L.P. otherWoodbury Financial Services, Inc. otherOtherJul 6, 2015Sep 16, 2015 (72 d)
Kevin Dean HemmeCuso Financial Services, L.P. otherLPL Financial LLC otherOtherJun 19, 2015Jun 26, 2015
Mark Anthony SanchezCuso Financial Services, L.P. otherSorrento Pacific Financial, LLC otherOtherJun 19, 2015Feb 9, 2012
Bradley Keith HillCuso Financial Services, L.P. otherLPL Financial LLC otherOtherJun 2, 2015May 28, 2015
Victor Sang TawnCuso Financial Services, L.P. otherNationwide Investment Advisors, LLC otherOtherJun 2, 2015Jan 29, 2016 (241 d)
Adam E HartzellCuso Financial Services, L.P. otherLPL Financial LLC otherOtherApr 20, 2015Apr 17, 2015
Stephen Theodore ClarkCuso Financial Services, L.P. otherLPL Financial LLC otherOtherApr 20, 2015Apr 17, 2015
Stephen John GerekCuso Financial Services, L.P. otherSuntrust Investment Services, Inc. otherOtherApr 13, 2015Nov 12, 2015 (213 d)
Steven Lee BarnesCuso Financial Services, L.P. otherH. Beck, Inc. otherOtherApr 13, 2015Apr 20, 2015
Jason Douglas MccarthyCuso Financial Services, L.P. otherBb&T Investment Services, Inc. no RAUMOtherApr 2, 2015Apr 6, 2015
Stephen LoCuso Financial Services, L.P. otherJ.P. Morgan Securities LLC wirehouseOtherApr 1, 2015Apr 3, 2015
Scott Rossiter PerroneCuso Financial Services, L.P. otherInvest Financial Corporation otherOtherMar 20, 2015Mar 4, 2015
Charmaine BrownCuso Financial Services, L.P. otherWells Fargo Advisors wirehouseOtherMar 13, 2015Mar 17, 2015
Timothy Alexander QuigleyCuso Financial Services, L.P. otherSorrento Pacific Financial, LLC otherOtherMar 6, 2015Mar 17, 2014
Jennifer Michelle HipkissCuso Financial Services, L.P. otherThrivent Investment Management Inc. otherOtherMar 6, 2015Feb 23, 2017 (720 d)
Merry Lisa ScalaCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherFeb 25, 2015Mar 12, 2015
Don Hosea WilliamsCuso Financial Services, L.P. otherLPL Financial LLC otherOtherFeb 25, 2015Feb 23, 2015
Sean J BadgettCuso Financial Services, L.P. otherNext Financial Group, Inc. otherOtherFeb 6, 2015Aug 5, 2015 (180 d)
Jonathan Edward PeirsonCuso Financial Services, L.P. otherLPL Financial LLC otherOtherJan 13, 2015Jan 12, 2015
Ruben RiveraCuso Financial Services, L.P. otherAmeriprise Financial Services, LLC national BDOtherJan 13, 2015Jan 22, 2015
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903 moves match.