DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephen Arthur Boyle | Cuso Financial Services, L.P. BD affiliated | Edelman Financial Engines independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 15, 2025 | Apr 25, 2025 (100 d) |
| Jason Torrey-Payne | Cuso Financial Services, L.P. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jan 7, 2025 | Jan 7, 2025 |
| Jacob Thomas Norlander | Cuso Financial Services, L.P. BD affiliated | Concorde Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2025 | Mar 4, 2025 (60 d) |
| Ramon Baez | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2025 | Jan 3, 2025 |
| Brad James Bryan | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Joseph Robert Herron | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Dean Adam Mioli | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 16, 2024 |
| Clinton Robert Smedley | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| James Christopher Scott | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Andrew James Hiller | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Kirstie A. Primus | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Jared Krist Stanley | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Pavel Mordasov | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Robert Michael Elwell | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Ethan Trevor Harris | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Grant William Gaugler | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2024 | Dec 13, 2024 |
| Mark Edward Kilbride | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2024 | Feb 20, 2025 (76 d) |
| Andrew Seth Borders | Cuso Financial Services, L.P. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2024 | Nov 27, 2024 |
| Ruthanne Grace Monteleone | Cuso Financial Services, L.P. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2024 | Nov 27, 2024 |
| Daren Taruo Suzuki | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2024 | Nov 22, 2024 |
| Lester John De Peralta | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2024 | Nov 26, 2024 |
| Stacy Sachie Miyasato-Foster | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2024 | Nov 22, 2024 |
| Barron T Branch | Cuso Financial Services, L.P. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2024 | Nov 19, 2024 |
| Steve Lawrence Raspotnik | Cuso Financial Services, L.P. BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2024 | Mar 24, 2025 (132 d) |
| Michael Walter Crutchfield | Cuso Financial Services, L.P. BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Feb 6, 2025 (92 d) |
| Jonathan Eric Whitehouse | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2024 | Oct 23, 2024 |
| Sage Justin Bleakney | Cuso Financial Services, L.P. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Oct 17, 2024 | Jan 6, 2025 (81 d) |
| Andrew Douglas Eggert | Cuso Financial Services, L.P. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 7, 2024 | Oct 7, 2024 |
| Zachary Robert Michael | Cuso Financial Services, L.P. BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2024 | Oct 18, 2024 |
| Coreen May Woehl | Cuso Financial Services, L.P. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 25, 2024 | Oct 10, 2024 |
| Lisa C Gardere | Cuso Financial Services, L.P. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Sep 20, 2024 | Oct 11, 2024 |
| Clark Robert Matthiessen | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Joseph Anthony Turfa | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Jan 6, 2025 (110 d) |
| Thomas Dale Hubert | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Christopher David Garcia | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Michael Joseph Defazio | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Esteban Rene Zuno | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Sara Elizabeth Crouch | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Steven Alan Kerston | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Kevin W Onizuka | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Christopher Miles Carter | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Julie Anne Lynch | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Gerlynbee Martinez Buencamino | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Danielle Beasley | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Aug 12, 2024 |
| Mario A Pometta | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Yadira G Bravo | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Jan 2, 2025 (106 d) |
| Dylan Carey | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Michael Jay Septimo | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Natalie Rodriguez Gutierrez | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2024 | Sep 19, 2024 |
| Brian John Singer | Cuso Financial Services, L.P. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 17, 2024 | Sep 20, 2024 |
| Kristopher Daudelin | Cuso Financial Services, L.P. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Sep 12, 2024 | Sep 23, 2024 |
| Lisa Ann Cruser | Cuso Financial Services, L.P. BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Aug 28, 2024 | Oct 8, 2024 (41 d) |
| Abraham Lopez | Cuso Financial Services, L.P. BD affiliated | RBC Securities, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2024 | Sep 18, 2024 |
| Mark Gregory Spirk | Cuso Financial Services, L.P. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Aug 22, 2024 | Jun 16, 2025 (298 d) |
| Collin Kee | Cuso Financial Services, L.P. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 22, 2024 | Aug 26, 2024 |
| Michael Hynes | Cuso Financial Services, L.P. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 22, 2024 | Aug 22, 2024 |
| David Anthony Kanongataa | Cuso Financial Services, L.P. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2024 | Aug 5, 2024 |
| Ned Michael Meloni | Cuso Financial Services, L.P. BD affiliated | Financial Steward Associates, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2024 | Nov 6, 2024 (96 d) |
| Cole Brandon | Cuso Financial Services, L.P. BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jan 1, 2025 (155 d) |
| Craig Scott Fein | Cuso Financial Services, L.P. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 27, 2024 | Jun 27, 2024 |
902 moves match.