Advisor moves

Departures from Cuso Financial Services, L.P.

903 moves
AdvisorFromToTypeLeftRegistered
Valencia Brown JonesCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Olabisi Olugbenga OduguwaCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Jesse EspinozaCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Daniel Edward RearickCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Carolina Silva RoseCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Mark Otis GivenrodCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Vincent Timothy KoCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Marie Margaret ClowCuso Financial Services, L.P. otherPhillips & Company otherOtherDec 13, 2006Dec 12, 2006
Phil NguyenCuso Financial Services, L.P. otherAddison Avenue Financial Partners, LLC unclassifiedOtherDec 1, 2006Mar 29, 2004
William Andrew TychsenCuso Financial Services, L.P. otherAddison Avenue Financial Partners, LLC unclassifiedOtherDec 1, 2006Sep 18, 2007 (291 d)
Jeffrey Kim LorenzCuso Financial Services, L.P. otherAddison Avenue Financial Partners, LLC unclassifiedOtherDec 1, 2006Jan 25, 2006
Mary Virginia LamphereCuso Financial Services, L.P. otherAddison Avenue Financial Partners, LLC unclassifiedOtherDec 1, 2006Jul 24, 2008 (601 d)
Joshua Paul NelsonCuso Financial Services, L.P. otherAddison Avenue Financial Partners, LLC unclassifiedOtherDec 1, 2006Mar 29, 2005
Jodi Trabbic VleckCuso Financial Services, L.P. otherAddison Avenue Financial Partners, LLC unclassifiedOtherDec 1, 2006Feb 22, 2005
Todd Christian FerreiraCuso Financial Services, L.P. otherAddison Avenue Financial Partners, LLC unclassifiedOtherNov 29, 2006Feb 22, 2005
Steven Michael DillhoffCuso Financial Services, L.P. otherBolton Global Asset Management otherOtherOct 6, 2006Nov 16, 2006 (41 d)
Thomas John MccarthyCuso Financial Services, L.P. otherCetera Advisor Networks LLC otherOtherAug 22, 2006Aug 28, 2006
Andrew Paul HerbertCuso Financial Services, L.P. otherPrincipal Securities, Inc. otherOtherJul 10, 2006Aug 16, 2006 (37 d)
Joey Sergio SotoCuso Financial Services, L.P. otherBancwest Investment Services, Inc. (Bwis) otherOtherJun 21, 2006Jul 26, 2006 (35 d)
Michael Xavier HohertzCuso Financial Services, L.P. otherWamu Investments, Inc. unclassifiedOtherJun 15, 2006Jun 25, 2007 (375 d)
Ferdinand Victa PerezCuso Financial Services, L.P. otherMML Investors Services, LLC otherOtherMar 3, 2006Mar 24, 2006
Brett Wilson EverhartCuso Financial Services, L.P. otherNorth Island Credit Union unclassifiedOtherFeb 23, 2006Oct 25, 2001
Angela LyonsCuso Financial Services, L.P. otherCetera Investment Services LLC otherOtherFeb 21, 2006May 30, 2006 (98 d)
Mark Philip SkibbieCuso Financial Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 5, 2006Mar 14, 2006 (68 d)
Daniel R WaldmanCuso Financial Services, L.P. otherEdward Jones national BDOtherDec 13, 2005Dec 19, 2025 (7311 d)
Todd Kally BairdCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherSep 27, 2005Oct 4, 2005
Anthony Pailun ShiaoCuso Financial Services, L.P. otherWamu Investments, Inc. unclassifiedOtherSep 19, 2005Jan 23, 2006 (126 d)
Helen Ruth AlexanderCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherSep 12, 2005Sep 26, 2005
Michael J CalvelliCuso Financial Services, L.P. otherSorrento Pacific Financial, LLC otherOtherSep 9, 2005Dec 14, 2004
John Robert KuddesCuso Financial Services, L.P. otherThrivent Investment Management Inc. otherOtherAug 24, 2005Aug 25, 2005
Michael Anthony CanzoneCuso Financial Services, L.P. otherStrategic Advisers LLC national BDOtherJun 15, 2005May 24, 2005
Daniel Joseph MahleCuso Financial Services, L.P. otherVoya Financial Partners, LLC otherOtherMay 31, 2005Jun 3, 2005
Aubrey Arlene NielsenCuso Financial Services, L.P. otherCrowell, Weedon & Co. otherOtherApr 29, 2005Jan 4, 2010 (1711 d)
Richard Joseph RidenourCuso Financial Services, L.P. otherLPL Financial LLC otherOtherMar 2, 2005Mar 2, 2005
Scott Nathan BrodyCuso Financial Services, L.P. otherCetera Advisor Networks LLC otherOtherJan 13, 2005Jan 20, 2005
Harry Reynolds ShertzerCuso Financial Services, L.P. otherValic Financial Advisors, Inc. otherOtherJan 4, 2005Jul 11, 2005 (188 d)
Christopher Matthew BowenCuso Financial Services, L.P. otherEmpower Advisory Group, LLC otherOtherNov 15, 2004Aug 27, 2010 (2111 d)
Douglas Peter EngCuso Financial Services, L.P. otherWescom Financial Services, LLC independent RIAOtherNov 3, 2004Nov 4, 2004
Jerrod Lydell ForesmanCuso Financial Services, L.P. otherCambridge Investment Research, Inc. unclassifiedOtherNov 1, 2004Jan 24, 2005 (84 d)
Kevin Walter VogtCuso Financial Services, L.P. otherWescom Financial Services, LLC independent RIAOtherSep 1, 2004Aug 31, 2004
David Soong ParkCuso Financial Services, L.P. otherWescom Financial Services, LLC independent RIAOtherSep 1, 2004Jun 17, 2003
Michael BrescioneCuso Financial Services, L.P. otherWamu Investments, Inc. unclassifiedOtherSep 1, 2004Sep 26, 2007 (1120 d)
Byung Do ChongCuso Financial Services, L.P. otherWescom Financial Services, LLC independent RIAOtherSep 1, 2004Sep 1, 2004
Joel Daniel HarworthCuso Financial Services, L.P. otherWescom Financial Services, LLC independent RIAOtherAug 31, 2004Jun 17, 2003
Melissa MarinCuso Financial Services, L.P. otherNorth Island Credit Union unclassifiedOtherJul 14, 2004Nov 6, 2002
Joseph Mckay ClaytonCuso Financial Services, L.P. otherWells Fargo Advisors wirehouseOtherMar 15, 2004Mar 25, 2004
Sandra Ann StickneyCuso Financial Services, L.P. otherCollaborative Wealth independent RIAOtherDec 31, 2003Jan 12, 2023 (6952 d)
Christopher Matthew BowenCuso Financial Services, L.P. otherAmeriprise Advisor Services, Inc. unclassifiedOtherDec 19, 2003Jan 2, 2004
Mark Christopher FreelandCuso Financial Services, L.P. otherBanc Of America Investment Services, Inc. unclassifiedOtherDec 16, 2003Nov 25, 2003
Lisa Louise LauriaCuso Financial Services, L.P. otherPlanned Investment Co., Inc. unclassifiedOtherNov 24, 2003Mar 19, 2004 (116 d)
Brad Jason FeldmanCuso Financial Services, L.P. otherBanc Of America Investment Services, Inc. unclassifiedOtherNov 3, 2003Oct 27, 2003
Benjamin Michael TreadwellCuso Financial Services, L.P. otherFirst Citizens Investor Services, Inc. BD affiliatedOtherSep 24, 2003Mar 13, 2026 (8206 d)
Roberto Antonio MartinezCuso Financial Services, L.P. otherWells Fargo Investments, LLC unclassifiedOtherJul 31, 2003Dec 19, 2003 (141 d)
Robert Michael McaleerCuso Financial Services, L.P. otherLincoln Financial Distributors, Inc. unclassifiedOtherJul 11, 2003Jul 6, 2005 (726 d)
John P ScolloCuso Financial Services, L.P. otherLPL Financial LLC otherOtherJun 24, 2003Feb 25, 2009 (2073 d)
Christopher MillerCuso Financial Services, L.P. otherAllspring Funds Management, LLC otherOtherJun 3, 2003Oct 11, 2017 (5244 d)
Jared Gary NakamotoCuso Financial Services, L.P. otherCetera Advisor Networks LLC otherOtherApr 1, 2003Jan 27, 2004 (301 d)
Bradley Heath OwensCuso Financial Services, L.P. otherBanc One Securities Corporation unclassifiedOtherFeb 25, 2003Mar 17, 2003
James D'AlessioCuso Financial Services, L.P. otherBanc Of America Investment Services, Inc. unclassifiedOtherFeb 24, 2003Feb 24, 2003
Michelle Rene HuffmanCuso Financial Services, L.P. otherPortfolio Strategies Inc otherOtherDec 12, 2002Aug 16, 2016 (4996 d)
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