Advisor moves

Arrivals at Cuna Brokerage Services, Inc.

671 moves
AdvisorFromToTypeLeftRegistered
Jim B WolfCharles Schwab & Co., Inc. national BDCuna Brokerage Services, Inc. otherOtherOct 1, 2008Oct 2, 2008
Collin KeeValic Financial Advisors, Inc. otherCuna Brokerage Services, Inc. otherOtherSep 18, 2008Oct 8, 2008
Richard Zachary SeitzNrp Advisors, Inc. unclassifiedCuna Brokerage Services, Inc. otherOtherSep 9, 2008Mar 26, 2009 (198 d)
Cole Leroy SchmelzerGlobal Portfolio Strategies, Inc. otherCuna Brokerage Services, Inc. otherOtherAug 28, 2008Feb 5, 2010 (526 d)
Eric Javin ColtrainWamu Investments, Inc. unclassifiedCuna Brokerage Services, Inc. otherOtherAug 22, 2008Sep 4, 2008
Raymond Francis LoefflerWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherAug 18, 2008Jul 27, 2016 (2900 d)
Barbara Anne HealyQa3 Financial LLC unclassifiedCuna Brokerage Services, Inc. otherOtherAug 15, 2008Sep 15, 2008 (31 d)
Todd Mitchell UtechtCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherAug 13, 2008Aug 15, 2008
Eric Joseph WyerMorgan Stanley & Co. LLC unclassifiedCuna Brokerage Services, Inc. otherOtherAug 4, 2008May 1, 2014 (2096 d)
Brian Alexander ArrowAmeriprise Financial Services, LLC national BDCuna Brokerage Services, Inc. otherOtherAug 4, 2008Aug 7, 2008
Rene A FonsecaCitigroup Global Markets Inc. otherCuna Brokerage Services, Inc. BD affiliatedOtherJun 23, 2008Jan 23, 2022 (4962 d)
Brian Andrew TurnerMorgan Stanley & Co. LLC unclassifiedCuna Brokerage Services, Inc. otherOtherJun 19, 2008Jul 1, 2008
Richard Robert LoyWaddell & Reed otherCuna Brokerage Services, Inc. mixed wealthOtherJun 19, 2008Jul 3, 2018 (3666 d)
Ericson Paul HilbunVoya Financial Advisors, Inc. otherCuna Brokerage Services, Inc. otherOtherJun 6, 2008Jun 4, 2008
Phillip David HansenWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherJun 4, 2008Feb 9, 2009 (250 d)
Stanton Verdon GreenEquitable Advisors, LLC national BDCuna Brokerage Services, Inc. otherOtherMay 19, 2008Jul 24, 2008 (66 d)
Michael BrescioneU.S. Bancorp Advisors, LLC otherCuna Brokerage Services, Inc. otherOtherMay 7, 2008Oct 26, 2012 (1633 d)
John Robert SturgisLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherMay 6, 2008May 15, 2008
Claire Ann WalmerSva Wealth Management, Inc. unclassifiedCuna Brokerage Services, Inc. otherOtherApr 25, 2008Jun 30, 2008 (66 d)
Rod ChisholmWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherApr 22, 2008Apr 30, 2008
Toni Lynn RoseUsaa Investment Services Company otherCuna Brokerage Services, Inc. otherOtherApr 21, 2008Apr 30, 2008
David R AndrewSignator Investors, Inc. otherCuna Brokerage Services, Inc. otherOtherApr 17, 2008Oct 12, 2011 (1273 d)
Douglas Brad CallenIfmg Securities, Inc. unclassifiedCuna Brokerage Services, Inc. otherOtherApr 4, 2008Nov 4, 2008 (214 d)
Julie Renee BatesResource Horizons Investment Advisory, Inc. otherCuna Brokerage Services, Inc. otherOtherMar 31, 2008Apr 24, 2008
Christian Michael BarnettEdward Jones national BDCuna Brokerage Services, Inc. otherOtherMar 27, 2008Jun 6, 2008 (71 d)
Jeffrey Duane GarrettCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherMar 25, 2008Apr 3, 2008
Luke Michael SutterAmeriprise Financial Services, LLC national BDCuna Brokerage Services, Inc. otherOtherMar 20, 2008Aug 11, 2011 (1239 d)
Cynthia Rose SforzaMorgan Stanley & Co. LLC unclassifiedCuna Brokerage Services, Inc. otherOtherFeb 20, 2008Jul 3, 2008 (134 d)
Khushwant Singh ThandiWells Fargo Investments, LLC unclassifiedCuna Brokerage Services, Inc. BD affiliatedOtherFeb 11, 2008Aug 7, 2020 (4561 d)
Thomas TaylorCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherFeb 11, 2008Feb 15, 2008
Christine Marie DroneClifton Gunderson Wealth Advisors otherCuna Brokerage Services, Inc. otherOtherJan 18, 2008Jan 22, 2008
George Thomas AvilaCourtlandt Wealth Management unclassifiedCuna Brokerage Services, Inc. otherOtherDec 31, 2007May 18, 2010 (869 d)
Dennis Leroy MollisonEquitable Advisors, LLC national BDCuna Brokerage Services, Inc. otherOtherNov 2, 2007Nov 15, 2007
Sara Janelle SmithChase Investment Services Corp. otherCuna Brokerage Services, Inc. otherOtherAug 29, 2007Sep 14, 2007
Andrew BarnickWells Fargo Investments, LLC unclassifiedCuna Brokerage Services, Inc. otherOtherJul 19, 2007Aug 23, 2007 (35 d)
Lydia Faye MobleyCetera Investment Services LLC otherCuna Brokerage Services, Inc. otherOtherJun 29, 2007Jul 16, 2007
Craig Scott FeinAmeriprise Advisor Services, Inc. unclassifiedCuna Brokerage Services, Inc. otherOtherApr 23, 2007Jun 7, 2007 (45 d)
Karin R StewartOneamerica Securities, Inc. otherCuna Brokerage Services, Inc. otherOtherMar 16, 2007Mar 21, 2007
Douglas Edward FrazierLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherMar 8, 2007Mar 16, 2007
Ryan Jan TurnerWells Fargo Investments, LLC unclassifiedCuna Brokerage Services, Inc. otherOtherFeb 27, 2007Mar 13, 2007
Sergio Gabriel GarzaTd Ameritrade Investment Management, LLC otherCuna Brokerage Services, Inc. otherOtherFeb 8, 2007Jan 3, 2008 (329 d)
Thomas Francis BennettCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
Michael Robert GranjaCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 24, 2007Jan 22, 2007
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
Michael James RodgersWamu Investments, Inc. unclassifiedCuna Brokerage Services, Inc. otherOtherJan 3, 2007Jan 19, 2007
Emily Kay WindolphArvest Wealth Management otherCuna Brokerage Services, Inc. otherOtherNov 20, 2006Nov 27, 2006
Sean Taylor WilsonAmsouth Investment Management Company LLC unclassifiedCuna Brokerage Services, Inc. otherOtherNov 2, 2006Jan 5, 2007 (64 d)
Rely HechterIfmg Securities, Inc. unclassifiedCuna Brokerage Services, Inc. otherOtherOct 13, 2006Nov 29, 2006 (47 d)
Michael Phillip ClarkAmeriprise Financial Services, LLC national BDCuna Brokerage Services, Inc. otherOtherSep 20, 2006Mar 6, 2007 (167 d)
Matthew Nicholas WitkowskiNorthwestern Mutual Investment Services,LLC otherCuna Brokerage Services, Inc. otherOtherAug 22, 2006Jan 16, 2007 (147 d)
John Ramsay EllisBrighton Presidio Capital Management unclassifiedCuna Brokerage Services, Inc. otherOtherJun 14, 2006Jan 9, 2008 (574 d)
Dennis Cleveland ThompsonJones, Byrd, & Attkisson, Inc. unclassifiedCuna Brokerage Services, Inc. otherOtherMay 15, 2006May 22, 2006
Michael James McmahonHbks Wealth Advisors otherCuna Brokerage Services, Inc. otherOtherMay 11, 2006May 17, 2006
William Forst ElliottPnc Wealth Management otherCuna Brokerage Services, Inc. otherOtherFeb 27, 2006Mar 15, 2006
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