Advisor moves

Departures from Cuso Financial Services, L.P.

903 moves
AdvisorFromToTypeLeftRegistered
Denise Michelle ZapataCuso Financial Services, L.P. otherCetera Advisor Networks LLC otherOtherOct 7, 2010Oct 26, 2010
Jo Laurie SchmeltzerCuso Financial Services, L.P. otherWoodbury Financial Services, Inc. otherOtherSep 24, 2010Oct 20, 2010
Luzaida Vazquez PietriCuso Financial Services, L.P. otherAmeriprise Financial Services, LLC national BDOtherAug 18, 2010Mar 25, 2011 (219 d)
Michelle Lee HyltonCuso Financial Services, L.P. otherEssex National Securities, Inc. otherOtherJul 16, 2010Jul 30, 2010
Thomas J. BrunzCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJul 16, 2010Jul 30, 2010
Kristen Marie DunderCuso Financial Services, L.P. otherCetera Investment Services LLC otherOtherMay 21, 2010Jun 3, 2010
Denney R DomantayCuso Financial Services, L.P. otherLPL Financial LLC otherOtherMay 21, 2010May 21, 2010
Robert George WilsonCuso Financial Services, L.P. otherLPL Financial LLC otherOtherMay 3, 2010Oct 28, 2010 (178 d)
Gregory L SchepensCuso Financial Services, L.P. otherComerica Securities otherOtherApr 30, 2010Jan 20, 2012 (630 d)
David Logan WoodCuso Financial Services, L.P. otherEssex National Securities, Inc. otherOtherApr 12, 2010Aug 4, 2010 (114 d)
Andrew Richard StaleyCuso Financial Services, L.P. otherUsaa Financial Planning Services no RAUMOtherApr 12, 2010Aug 25, 2010 (135 d)
Cathy Ann JacksonCuso Financial Services, L.P. otherNext Financial Group, Inc. otherOtherFeb 24, 2010Apr 7, 2010 (42 d)
Mark Wade WierdaCuso Financial Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 5, 2010Jun 30, 2010 (145 d)
Kevin Dwayne MartinCuso Financial Services, L.P. otherEdward Jones national BDOtherJan 5, 2010Mar 8, 2010 (62 d)
Dean E EisenbraunCuso Financial Services, L.P. otherKms Financial Services, Inc otherOtherDec 31, 2009Jan 18, 2011 (383 d)
Philip James MacdonaldCuso Financial Services, L.P. otherLPL Financial LLC otherOtherDec 8, 2009Dec 8, 2009
Thomas Gerald DeckerCuso Financial Services, L.P. otherLPL Financial LLC otherOtherDec 8, 2009Jan 7, 2010
Daniel P. DawsonCuso Financial Services, L.P. otherLPL Financial LLC otherOtherDec 8, 2009Dec 18, 2009
Caleb Ellis KennedyCuso Financial Services, L.P. otherLPL Financial LLC otherOtherDec 8, 2009Dec 18, 2009
Seth Adam RiddleCuso Financial Services, L.P. otherLPL Financial LLC otherOtherDec 8, 2009Mar 17, 2016 (2291 d)
Robert J CortesCuso Financial Services, L.P. otherLPL Financial LLC otherOtherDec 8, 2009Dec 18, 2009
Jorge Armando MoralesCuso Financial Services, L.P. otherWells Fargo Investments, LLC unclassifiedOtherNov 5, 2009Nov 4, 2009
Donald Lee KerrCuso Financial Services, L.P. otherAmeriprise Financial Services, LLC national BDOtherOct 2, 2009Sep 30, 2011 (728 d)
Kimberly Ann LutesCuso Financial Services, L.P. otherFisher Investments independent RIAOtherSep 25, 2009Feb 23, 2021 (4169 d)
Sarah Elizabeth BrechbuehlCuso Financial Services, L.P. otherInvest Financial Corporation otherOtherSep 11, 2009Sep 22, 2009
Aaron Christopher BrownCuso Financial Services, L.P. otherFisher Investments otherOtherAug 7, 2009May 26, 2010 (292 d)
Scott James WalkerCuso Financial Services, L.P. otherTd Ameritrade Investment Management, LLC otherOtherJul 27, 2009Aug 2, 2010 (371 d)
Victor Taylor CaronCuso Financial Services, L.P. otherCharles Schwab & Co., Inc. national BDOtherJul 27, 2009Aug 14, 2009
Eric Matthew SchwartzCuso Financial Services, L.P. otherLPL Financial LLC otherOtherJun 12, 2009Dec 14, 2009 (185 d)
Karina MarquezCuso Financial Services, L.P. otherChase Investment Services Corp. otherOtherJun 12, 2009Jan 26, 2010 (228 d)
William Kenneth Young TerryCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherMay 27, 2009Nov 29, 2011 (916 d)
Michael James RodgersCuso Financial Services, L.P. otherU.S. Bancorp Advisors, LLC otherOtherMay 8, 2009May 13, 2009
Brandon James GrundyCuso Financial Services, L.P. otherCharles Schwab & Co., Inc. national BDOtherMay 8, 2009Jun 15, 2009 (38 d)
Kim S. HouckCuso Financial Services, L.P. otherInvest Financial Corporation otherOtherMar 3, 2009Aug 27, 2009 (177 d)
Christina Moore GwynnCuso Financial Services, L.P. otherPnc Wealth Management otherOtherDec 4, 2008Dec 24, 2008
Craig Stephen MaytubbyCuso Financial Services, L.P. otherChase Investment Services Corp. otherOtherNov 3, 2008Jun 22, 2010 (596 d)
Frank ColasuonoCuso Financial Services, L.P. otherChase Investment Services Corp. otherOtherOct 22, 2008Jun 9, 2010 (595 d)
Shuyi KongCuso Financial Services, L.P. otherCue Financial Group, Inc. otherOtherSep 9, 2008Sep 5, 2008
Todd Mitchell UtechtCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherAug 13, 2008Aug 15, 2008
Michael John SnyderCuso Financial Services, L.P. otherEmpower Advisory Group, LLC BD affiliatedOtherAug 1, 2008Dec 5, 2025 (6335 d)
Daniel Patrick RushCuso Financial Services, L.P. otherEagle Strategies LLC otherOtherMay 22, 2008Apr 1, 2010 (679 d)
Scott Phillip HansonCuso Financial Services, L.P. otherCentaurus Financial, Inc. otherOtherMay 21, 2008Jun 17, 2008
Sandra Eleanor YatesCuso Financial Services, L.P. otherScottrade Investment Management otherOtherMay 2, 2008Jan 27, 2017 (3192 d)
Jeffrey Duane GarrettCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherMar 25, 2008Apr 3, 2008
Rebecca Louise EckertCuso Financial Services, L.P. otherGeneos Wealth Management, Inc. otherOtherMar 11, 2008Mar 11, 2008
Thomas TaylorCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherFeb 11, 2008Feb 15, 2008
Phillip Back WeinsteinCuso Financial Services, L.P. otherWells Fargo Investments, LLC unclassifiedOtherJan 25, 2008Feb 14, 2008
Michael Charles LaroseCuso Financial Services, L.P. otherBok Financial Advisors otherOtherJan 24, 2008Jan 25, 2008
Janice Lynn BradyCuso Financial Services, L.P. otherWaddell & Reed otherOtherDec 31, 2007Feb 22, 2008 (53 d)
Allen Dale SmithCuso Financial Services, L.P. otherSorrento Pacific Financial, LLC otherOtherOct 26, 2007Oct 5, 2009 (710 d)
Robert B BabcockCuso Financial Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 27, 2007Aug 15, 2008 (323 d)
Thoeurn IndyCuso Financial Services, L.P. otherWells Fargo Investments, LLC unclassifiedOtherAug 17, 2007Aug 20, 2007
Brandi Tenille PalermoCuso Financial Services, L.P. otherKestra Advisory Services, LLC otherOtherJun 22, 2007Apr 18, 2016 (3223 d)
Amy Warren EdwardsCuso Financial Services, L.P. otherLPL Financial LLC otherOtherJun 19, 2007Jul 30, 2007 (41 d)
Chris CastroCuso Financial Services, L.P. otherChase Investment Services Corp. otherOtherMay 21, 2007Aug 16, 2007 (87 d)
Delores NuamahCuso Financial Services, L.P. otherMsi Financial Services, Inc. otherOtherMar 26, 2007Sep 18, 2008 (542 d)
Tony GraybealCuso Financial Services, L.P. otherSpc otherOtherFeb 6, 2007Oct 1, 2008 (603 d)
Richard Alan ParrettCuso Financial Services, L.P. otherGlobal Portfolio Strategies, Inc. otherOtherJan 26, 2007Jun 14, 2007 (139 d)
Thomas Francis BennettCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Michael Robert GranjaCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
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