DFX Intelligence
RIA Intelligence
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 |
|---|---|---|---|---|---|
| Humberto Rury Jimenez | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 2, 2021 | Aug 2, 2021 |
| Carlo Albert Manalastas Boton | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 2, 2021 | Aug 2, 2021 |
| Micaela Stinson | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jul 28, 2021 | Aug 24, 2021 |
| Michail Getsov | Cuso Financial Services, L.P. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 19, 2021 | Aug 24, 2021 (36 d) |
| Lawrence David Vanlandingham | Cuso Financial Services, L.P. BD affiliated | Avantax Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Jul 19, 2021 | Jan 18, 2022 (183 d) |
| Terence Francis Powell | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 28, 2021 | May 9, 2022 (315 d) |
| Arturo Martinez-Vargas | Cuso Financial Services, L.P. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2021 | May 2, 2022 (332 d) |
| Comischell Lee Bradley-Rodriguez | Cuso Financial Services, L.P. BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2021 | Aug 26, 2021 (83 d) |
| David Lindsey Spencer | Cuso Financial Services, L.P. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2021 | Sep 7, 2021 (111 d) |
| Gregory Michael Linnebur | Cuso Financial Services, L.P. BD affiliated | Pfg Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2021 | May 14, 2021 |
| Callahan Wade Woolett | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 3, 2021 | Jun 16, 2022 (409 d) |
| Brandon Alan Walls | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2021 | Apr 30, 2021 |
| Andrew Patrick Campbell | Cuso Financial Services, L.P. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2021 | Apr 28, 2021 |
| Michael Dalton | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2021 | May 14, 2021 |
| Nicole Huyser | Cuso Financial Services, L.P. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2021 | Sep 13, 2021 (157 d) |
| John O'Connors | Cuso Financial Services, L.P. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2021 | Jul 28, 2021 (114 d) |
| Kathryn Wise | Cuso Financial Services, L.P. BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2021 | Sep 14, 2022 (532 d) |
| David R Miller | Cuso Financial Services, L.P. BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2021 | Mar 30, 2021 |
| Taccara Edwards | Cuso Financial Services, L.P. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2021 | Jun 24, 2021 (97 d) |
| Hela Naara Fryar | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 15, 2021 | Mar 24, 2021 |
| Matthew Boyd Warntz | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2021 | Mar 1, 2021 |
| Jared Matthew Conrad | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2021 | Mar 1, 2021 |
| Andrew Jospeh Miller | Cuso Financial Services, L.P. BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2021 | Mar 3, 2021 |
| Stacey Paulette Sullivan | Cuso Financial Services, L.P. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2021 | Mar 1, 2021 |
| David Robert Harris | Cuso Financial Services, L.P. BD affiliated | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2021 | Apr 5, 2021 (42 d) |
| Zachary Grant Hogentogler | Cuso Financial Services, L.P. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2021 | Feb 22, 2021 |
| Morgan Ryan Davis | Cuso Financial Services, L.P. BD affiliated | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2021 | Mar 10, 2021 |
| Kristian Alexander Vartabedian | Cuso Financial Services, L.P. BD affiliated | M&T Securities, Inc. unclassified | Other | Feb 18, 2021 | Mar 2, 2021 |
| Jonathan Patrick Sheets | Cuso Financial Services, L.P. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2021 | Feb 12, 2021 |
| Karina Ludwika Kopaniecka | Cuso Financial Services, L.P. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2021 | Feb 12, 2021 |
| Shawn Cressman | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 12, 2021 | Feb 12, 2021 |
| John Christopher Roy Andrews | Cuso Financial Services, L.P. BD affiliated | Osaic Fs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2021 | Feb 10, 2021 |
| Kory Close | Cuso Financial Services, L.P. BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2021 | Feb 8, 2021 |
| Colton Joseph Turner | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2021 | Mar 8, 2021 (31 d) |
| Wayne P Sellar | Cuso Financial Services, L.P. BD affiliated | Santander Securities BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2021 | Jan 22, 2021 |
| Tara Louise Mchugh-Hollister | Cuso Financial Services, L.P. BD affiliated | Osaic Fa, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2021 | Jan 4, 2021 |
| Matthew Brice Tielker | Cuso Financial Services, L.P. BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2021 | Jan 5, 2021 |
| April J Wood | Cuso Financial Services, L.P. BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2021 | Jan 5, 2021 |
| Corey Francis Ward | Cuso Financial Services, L.P. BD affiliated | Jenkins Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2020 | Feb 4, 2021 (44 d) |
| Jonathan Russell Mckenzie | Cuso Financial Services, L.P. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2020 | Jan 4, 2021 |
| Douglas Ried Daniels | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2020 | Jun 29, 2023 (933 d) |
| Mckensie Rebecca Badal | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2020 | Dec 7, 2020 |
| Gregory Eric Yuen | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2020 | Dec 4, 2020 |
| Samuel James Bernard | Cuso Financial Services, L.P. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Nov 30, 2020 | Nov 30, 2020 |
| Mark Richard Harbaugh | Cuso Financial Services, L.P. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Nov 25, 2020 | Dec 9, 2020 |
| Joshua Adam Keyes | Cuso Financial Services, L.P. BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2020 | Dec 17, 2020 |
| Charles Eric Greth | Cuso Financial Services, L.P. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 23, 2020 | Dec 18, 2020 |
| Eric Javin Coltrain | Cuso Financial Services, L.P. BD affiliated | Waddell & Reed BD affiliated | Affiliated broker-dealer or bank to another | Nov 23, 2020 | Nov 23, 2020 |
| Wade Robert Schertenleib | Cuso Financial Services, L.P. BD affiliated | Waddell & Reed BD affiliated | Affiliated broker-dealer or bank to another | Nov 23, 2020 | Nov 23, 2020 |
| Jennifer Lynne Hope | Cuso Financial Services, L.P. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2020 | Nov 13, 2020 |
| Caryn Jennifer Corley-Mccaskill | Cuso Financial Services, L.P. BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2020 | Nov 13, 2020 |
| Jason Michael Lau | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2020 | Nov 2, 2020 |
| Thomas C Block | Cuso Financial Services, L.P. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 2, 2020 | Nov 4, 2020 |
| David M Garres | Cuso Financial Services, L.P. BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2020 | Oct 20, 2020 |
| Laura Elizabeth Clem | Cuso Financial Services, L.P. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Sep 25, 2020 | Oct 2, 2020 |
| Devon Bentley Mertz | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 24, 2020 | Jan 15, 2021 (113 d) |
| Jeanette Lynn Beatty | Cuso Financial Services, L.P. BD affiliated | Facet independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2020 | Oct 20, 2020 (34 d) |
| Thomas J. Brunz | Cuso Financial Services, L.P. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2020 | Mar 10, 2021 (180 d) |
| Matt Reiber | Cuso Financial Services, L.P. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 9, 2020 | Jan 7, 2021 (120 d) |
| Donita S Baze | Cuso Financial Services, L.P. BD affiliated | Dcg Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 31, 2020 | Sep 6, 2023 (1101 d) |
902 moves match.