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
Martin Ho Wah Lau	Cuso Financial Services, L.P. BD affiliated	Cuna Brokerage Services, Inc. mixed wealth	Affiliated broker-dealer or bank to independent RIA	Jul 11, 2018	Aug 3, 2018
Chelsea Barrows	Cuso Financial Services, L.P. BD affiliated	Cuna Brokerage Services, Inc. mixed wealth	Affiliated broker-dealer or bank to independent RIA	Jul 11, 2018	Jul 13, 2018
Richard Romero	Cuso Financial Services, L.P. BD affiliated	Pruco Securities, LLC BD affiliated	Affiliated broker-dealer or bank to another	Jul 9, 2018	Aug 30, 2018 (52 d)
Carol Ann Donahue	Cuso Financial Services, L.P. BD affiliated	The Wealth Consulting Group independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 6, 2018	Jul 18, 2018
Ryan Gripper	Cuso Financial Services, L.P. BD affiliated	Wells Fargo Advisors wirehouse	Affiliated broker-dealer or bank to wirehouse	Jun 29, 2018	Jun 29, 2018
Ria Gost	Cuso Financial Services, L.P. BD affiliated	Kingswood Wealth Advisors, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 26, 2018	Jul 5, 2018
Richard Allan Orr	Cuso Financial Services, L.P. BD affiliated	Bcu Wealth Advisors, LLC other	Other	Jun 25, 2018	Nov 8, 2012
Laraine Ruth Crews Dickerson	Cuso Financial Services, L.P. BD affiliated	Cuna Brokerage Services, Inc. mixed wealth	Affiliated broker-dealer or bank to independent RIA	Jun 21, 2018	Jul 3, 2018
Neal Gardner Davis	Cuso Financial Services, L.P. BD affiliated	Hbw Advisory Services LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 12, 2018	Jun 18, 2018
Scott Howard Levin	Cuso Financial Services, L.P. BD affiliated	Citizens Securities, Inc. BD affiliated	Affiliated broker-dealer or bank to another	Jun 11, 2018	Sep 6, 2018 (87 d)
Kevin Lee Friddle	Cuso Financial Services, L.P. BD affiliated	Huntington Financial Advisors BD affiliated	Affiliated broker-dealer or bank to another	Jun 11, 2018	Jul 6, 2018
Victor Evans Gersten	Cuso Financial Services, L.P. BD affiliated	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Affiliated broker-dealer or bank to wirehouse	Jun 1, 2018	Jan 14, 2019 (227 d)
Jason William Gallimore	Cuso Financial Services, L.P. BD affiliated	LPL Financial LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 1, 2018	Feb 20, 2019 (264 d)
Matthew John Van Hekken	Cuso Financial Services, L.P. BD affiliated	Cetera Investment Advisers LLC BD affiliated	Affiliated broker-dealer or bank to another	May 29, 2018	May 29, 2018
Donald Lee Fitzsimmons	Cuso Financial Services, L.P. BD affiliated	Cetera Investment Advisers LLC BD affiliated	Affiliated broker-dealer or bank to another	May 14, 2018	Dec 13, 2018 (213 d)
Gerald R Rowe	Cuso Financial Services, L.P. BD affiliated	Cuna Brokerage Services, Inc. mixed wealth	Affiliated broker-dealer or bank to independent RIA	May 14, 2018	May 30, 2018
Stephanie Terese Leatherman	Cuso Financial Services, L.P. BD affiliated	Cuna Brokerage Services, Inc. mixed wealth	Affiliated broker-dealer or bank to independent RIA	Apr 20, 2018	May 18, 2018
Dylan Nelson	Cuso Financial Services, L.P. BD affiliated	J.P. Morgan Securities LLC wirehouse	Affiliated broker-dealer or bank to wirehouse	Apr 20, 2018	Nov 3, 2024 (2389 d)
Miranda Bloomingburg	Cuso Financial Services, L.P. BD affiliated	Morgan Stanley wirehouse	Affiliated broker-dealer or bank to wirehouse	Apr 2, 2018	May 10, 2018 (38 d)
Brett Robert Harner	Cuso Financial Services, L.P. BD affiliated	LPL Financial LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 23, 2018	Apr 12, 2018
Jennifer Lawyer James	Cuso Financial Services, L.P. BD affiliated	Raymond James Financial Services Advisors, Inc BD affiliated	Affiliated broker-dealer or bank to another	Mar 19, 2018	Mar 19, 2018
Breanna Marie Lowry	Cuso Financial Services, L.P. BD affiliated	Robert W. Baird & Co. Incorporated mixed wealth	Affiliated broker-dealer or bank to independent RIA	Mar 19, 2018	Mar 14, 2018
Ernesto Aguilar	Cuso Financial Services, L.P. BD affiliated	Pnc Managed Account Solutions, Inc. other	Other	Feb 26, 2018	Mar 23, 2018
Daniel Jason Proctor	Cuso Financial Services, L.P. BD affiliated	LPL Enterprise, LLC no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Feb 8, 2018	Nov 14, 2024 (2471 d)
Jack Randall Jensen	Cuso Financial Services, L.P. BD affiliated	E*Trade Capital Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 31, 2018	Feb 16, 2018
Michael Steven Gradl	Cuso Financial Services, L.P. BD affiliated	LPL Financial LLC BD affiliated	Affiliated broker-dealer or bank to another	Jan 25, 2018	Jun 2, 2020 (859 d)
Matthew Allen Taylor	Cuso Financial Services, L.P. BD affiliated	Montgomery Taylor Wealth Management independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 25, 2018	Mar 14, 2018 (48 d)
Stuart Evan Smith	Cuso Financial Services, L.P. BD affiliated	Ameriprise Financial Services, LLC national BD	Affiliated broker-dealer or bank to another	Dec 31, 2017	May 17, 2018 (137 d)
Kelly F Sullivan	Cuso Financial Services, L.P. BD affiliated	First Citizens Investor Services, Inc. other	Other	Dec 8, 2017	Jan 24, 2018 (47 d)
Ryan Anthony Gallo	Cuso Financial Services, L.P. BD affiliated	LPL Financial LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Dec 5, 2017	Dec 6, 2017
Michael Robert Gennawey	Cuso Financial Services, L.P. BD affiliated	LPL Financial LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Dec 5, 2017	Nov 30, 2017
Daniel R Reitz	Cuso Financial Services, L.P. BD affiliated	Stifel, Nicolaus & Company, Incorporated national BD	Affiliated broker-dealer or bank to another	Dec 1, 2017	Nov 13, 2017
John O'Connors	Cuso Financial Services, L.P. other	U.S. Bancorp Investments, Inc. other	Other	Nov 17, 2017	Nov 30, 2017
Nicholas Allen Hudson Cantrell	Cuso Financial Services, L.P. other	First Allied Advisory Services, Inc. other	Other	Nov 9, 2017	Nov 15, 2017
Kevin Joseph Mcdermott	Cuso Financial Services, L.P. other	Osaic Fa, Inc. other	Other	Nov 8, 2017	Nov 2, 2017
John George Kane	Cuso Financial Services, L.P. other	Osaic Fa, Inc. other	Other	Nov 8, 2017	Nov 2, 2017
Andrew T. Norton	Cuso Financial Services, L.P. other	Osaic Fa, Inc. other	Other	Nov 8, 2017	Nov 3, 2017
Laura Ann Turo Corbiani	Cuso Financial Services, L.P. other	Midwest Capital Advisors, LLC mixed wealth	Other	Nov 3, 2017	Oct 4, 2018 (335 d)
David Wayne Keely	Cuso Financial Services, L.P. other	Valic Financial Advisors, Inc. other	Other	Oct 31, 2017	Nov 13, 2017
David E Hammond	Cuso Financial Services, L.P. other	Navy Federal Investment Services, LLC other	Other	Oct 31, 2017	Nov 9, 2017
Hsiao-Chuan Chang	Cuso Financial Services, L.P. other	Adventus Veritas LLC unclassified	Other	Oct 25, 2017	Nov 16, 2017
Anita Nichole Cannon	Cuso Financial Services, L.P. other	Pnc Wealth Management other	Other	Oct 23, 2017	Nov 1, 2017
Robert Dean Lane	Cuso Financial Services, L.P. other	Money Concepts Advisory Service other	Other	Oct 11, 2017	Oct 17, 2017
Vinh Do	Cuso Financial Services, L.P. other	Advice And Planning Services other	Other	Oct 11, 2017	Dec 7, 2017 (57 d)
Patrick George Heller	Cuso Financial Services, L.P. other	Santander Securities other	Other	Sep 28, 2017	Oct 17, 2017
Angela Sue Diehl	Cuso Financial Services, L.P. other	Bb&T Investment Services, Inc. other	Other	Sep 28, 2017	Sep 25, 2017
Jasmina Adrianne Lujan	Cuso Financial Services, L.P. other	J.P. Morgan Securities LLC wirehouse	Other	Sep 28, 2017	Dec 1, 2017 (64 d)
Brian Larkin	Cuso Financial Services, L.P. other	Santander Securities BD affiliated	Other	Sep 28, 2017	May 14, 2018 (228 d)
Kimberly S Weithman	Cuso Financial Services, L.P. other	Pnc Wealth Management other	Other	Sep 19, 2017	Oct 10, 2017
James Tietema	Cuso Financial Services, L.P. other	Securian Financial Services, Inc. other	Other	Sep 15, 2017	Oct 12, 2017
Donavan James Welch	Cuso Financial Services, L.P. other	Edward Jones national BD	Other	Sep 13, 2017	Oct 20, 2017 (37 d)
Suzanne Covert Wagner	Cuso Financial Services, L.P. other	Ameriprise Financial Services, LLC national BD	Other	Sep 8, 2017	Aug 13, 2018 (339 d)
Eustis Gerard Habighorst	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Aug 31, 2017	Sep 12, 2017
Richard Wilson	Cuso Financial Services, L.P. other	Valic Financial Advisors, Inc. other	Other	Aug 22, 2017	Sep 14, 2017
David Eugene Miller	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Aug 2, 2017	Aug 14, 2017
Laura Elizabeth Troyer	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Aug 2, 2017	Aug 15, 2017
Brad Allen Woods	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Aug 2, 2017	Aug 9, 2017
Matthew Cotton	Cuso Financial Services, L.P. other	Wells Fargo Advisors wirehouse	Other	Aug 2, 2017	Jun 11, 2018 (313 d)
Angelica Faye Andreotti	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Aug 2, 2017	Aug 18, 2017
Adam Michael Sill	Cuso Financial Services, L.P. other	Cuna Brokerage Services, Inc. other	Other	Aug 2, 2017	Aug 8, 2017

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903 moves match.