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 |
|---|---|---|---|---|---|
| Brock Adams | Cuso Financial Services, L.P. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 31, 2020 | Jul 11, 2022 (679 d) |
| Anneka Leigh Brown | Cuso Financial Services, L.P. BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Aug 28, 2020 | Sep 2, 2020 |
| Christopher Eric Dziklinski | Cuso Financial Services, L.P. BD affiliated | Private Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2020 | Aug 27, 2020 |
| Robert Soto | Cuso Financial Services, L.P. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 18, 2020 | Aug 25, 2020 |
| Christopher Robert Lane | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2020 | Sep 21, 2020 (38 d) |
| Brian James Maciejewski | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jul 31, 2020 | Jul 31, 2020 |
| Daniel R Callahan | Cuso Financial Services, L.P. BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2020 | Jun 13, 2024 (1413 d) |
| James Tipper Sears | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jul 31, 2020 | Aug 4, 2020 |
| Justin Timothy Bailey | Cuso Financial Services, L.P. BD affiliated | Nationwide Investment Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2020 | Oct 9, 2020 (72 d) |
| Laura Ann Malechuk | Cuso Financial Services, L.P. BD affiliated | Madison Avenue Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2020 | May 17, 2021 (311 d) |
| Matthew Douglas Weinert | Cuso Financial Services, L.P. BD affiliated | Clear Creek Financial Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 9, 2020 | Sep 13, 2021 (431 d) |
| Alfonso Durazo | Cuso Financial Services, L.P. BD affiliated | Copper Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2020 | Jul 1, 2020 |
| David Lawrence Tuyo | Cuso Financial Services, L.P. BD affiliated | Copper Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2020 | Jul 7, 2020 |
| Michelle M. Woodruff | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2020 | Dec 17, 2024 (1631 d) |
| David L Ballantyne | Cuso Financial Services, L.P. BD affiliated | Kovack Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2020 | Aug 4, 2020 (39 d) |
| Eric W. Heath | Cuso Financial Services, L.P. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 19, 2020 | Jul 29, 2020 (40 d) |
| Michael Brannon | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2020 | Jun 1, 2020 |
| Rachel Catherine Hite | Cuso Financial Services, L.P. BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 27, 2020 | Jun 30, 2020 (34 d) |
| John Thomas Nicolaus | Cuso Financial Services, L.P. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 26, 2020 | May 26, 2020 |
| John Anthony Del-Zio | Cuso Financial Services, L.P. BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2020 | Aug 11, 2022 (811 d) |
| Nathan Kistler | Cuso Financial Services, L.P. BD affiliated | Santander Securities BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2020 | Jun 11, 2020 |
| Andrew Gerry Hackett | Cuso Financial Services, L.P. BD affiliated | Creative Financial Designs, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2020 | Apr 30, 2020 |
| Christopher Scott Radzom | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2020 | Jan 20, 2021 (272 d) |
| Garrett James Dunlap | Cuso Financial Services, L.P. BD affiliated | E*Trade Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2020 | Jun 3, 2020 (47 d) |
| Tri D Nguyen | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2020 | May 5, 2020 |
| James D Vasquez | Cuso Financial Services, L.P. BD affiliated | Pfg Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 20, 2020 | Jul 22, 2020 (124 d) |
| Dannielle B Thomas | Cuso Financial Services, L.P. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 16, 2020 | Jan 15, 2021 (305 d) |
| Matthew Sayah Taheri | Cuso Financial Services, L.P. BD affiliated | Pnc Managed Account Solutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2020 | Apr 22, 2020 (41 d) |
| Drew Michael Smart | Cuso Financial Services, L.P. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 5, 2020 | Feb 14, 2020 |
| Visonja Andrianopoulos | Cuso Financial Services, L.P. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2020 | Mar 3, 2020 |
| John Dorso | Cuso Financial Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 6, 2020 | Feb 5, 2020 |
| Samuel Frederick Niesslein | Cuso Financial Services, L.P. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Feb 3, 2020 | Mar 13, 2020 (39 d) |
| Matthew Glenwood Lewarne | Cuso Financial Services, L.P. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 15, 2020 | Mar 3, 2021 (413 d) |
| James Arthur Simpson | Cuso Financial Services, L.P. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 8, 2020 | Jan 7, 2020 |
| Sun Dinh | Cuso Financial Services, L.P. BD affiliated | Pnc Managed Account Solutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2020 | Jan 24, 2020 |
| Thomas Edward Ryan | Cuso Financial Services, L.P. BD affiliated | Cadaret Grant & Co Inc BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Aug 28, 2019 |
| Michael William Alexander | Cuso Financial Services, L.P. BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Dec 20, 2019 |
| Rafael Balderrabano | Cuso Financial Services, L.P. BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Dec 18, 2019 |
| Derrel Kent | Cuso Financial Services, L.P. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 26, 2019 | Jan 7, 2020 |
| Matthew Stiebler | Cuso Financial Services, L.P. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Dec 17, 2019 | Dec 6, 2019 |
| Adam Allsop | Cuso Financial Services, L.P. BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 13, 2019 | Dec 23, 2019 |
| John Kinsaku Larry | Cuso Financial Services, L.P. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 11, 2019 | Dec 20, 2019 |
| Brett Thomas Sneed | Cuso Financial Services, L.P. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2019 | Dec 5, 2019 |
| Gregory Drew Vacca | Cuso Financial Services, L.P. BD affiliated | Money Concepts Advisory Service BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2019 | Apr 9, 2020 (169 d) |
| Myles R. Luster | Cuso Financial Services, L.P. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 18, 2019 | Oct 25, 2019 |
| Daniel Domingo Anderle | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2019 | Oct 21, 2019 |
| Thomas G. Gervase | Cuso Financial Services, L.P. BD affiliated | Modern Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 11, 2019 | Apr 28, 2020 (200 d) |
| Dwayne Christopher Maki | Cuso Financial Services, L.P. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 7, 2019 | Oct 21, 2019 |
| Janet Kaye Buckalew | Cuso Financial Services, L.P. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Oct 7, 2019 | Oct 25, 2019 |
| David Lyle Mathias | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 4, 2019 | Oct 17, 2019 |
| Kevin W Davis | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2019 | Oct 29, 2019 |
| Maro Artemio Paz | Cuso Financial Services, L.P. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 27, 2019 | Sep 30, 2019 |
| Carlos Enrique Caceres | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2019 | Sep 19, 2019 |
| Alan John Davis | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2019 | Sep 19, 2019 |
| Robert Arthur Koba | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2019 | Sep 19, 2019 |
| Terrance William Arges | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2019 | Sep 19, 2019 |
| Samuel Ahn | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2019 | Sep 19, 2019 |
| Fadi Mansour | Cuso Financial Services, L.P. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 9, 2019 | Aug 16, 2019 |
| Monica Daggs | Cuso Financial Services, L.P. BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2019 | Sep 11, 2019 (50 d) |
| Mark Duane Garrod | Cuso Financial Services, L.P. BD affiliated | Cuna Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2019 | Jul 25, 2019 |
902 moves match.