Advisor moves

Arrivals at Cuso Financial Services, L.P.

961 moves
AdvisorFromToTypeLeftRegistered
Matthew Paul PettitStrategic Advisers LLC national BDCuso Financial Services, L.P. otherOtherJan 15, 2015Jan 22, 2015
Douglas Ried DanielsCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherJan 14, 2015Jan 14, 2015
Ryan Jan TurnerCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherJan 14, 2015Jan 14, 2015
Eun Joo Kim HamblinCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherJan 14, 2015Jan 14, 2015
Jason Stephen MorrowCitizens Securities, Inc. otherCuso Financial Services, L.P. otherOtherJan 2, 2015Jan 6, 2015
Glen C KellamCetera Advisors LLC otherCuso Financial Services, L.P. otherOtherJan 2, 2015Jan 14, 2015
Donita S BazeNfp Advisor Services, LLC otherCuso Financial Services, L.P. otherOtherDec 22, 2014Jan 5, 2015
Thoeurn IndyU.S. Bancorp Investments, Inc. otherCuso Financial Services, L.P. otherOtherDec 19, 2014Dec 17, 2014
Amy Jean KomisCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherDec 15, 2014Dec 10, 2014
Robert J CortesLPL Financial LLC otherCuso Financial Services, L.P. otherOtherDec 15, 2014Jan 14, 2015
Robert Dwane PencilCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherDec 10, 2014Dec 10, 2014
Donna HickoLPL Financial LLC otherCuso Financial Services, L.P. otherOtherNov 20, 2014Apr 1, 2015 (132 d)
Michael T LucentiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherNov 17, 2014Jun 23, 2015 (218 d)
Ryan Rand TingeyNorth Capital otherCuso Financial Services, L.P. otherOtherNov 7, 2014Nov 10, 2014
Donald Lee FitzsimmonsLPL Financial LLC otherCuso Financial Services, L.P. otherOtherOct 21, 2014Oct 13, 2014
Rodney Alan SmithFirst Financial Equity Corporation otherCuso Financial Services, L.P. otherOtherOct 17, 2014Oct 10, 2014
Francisco Rene GonzalezWfg Advisors, LP otherCuso Financial Services, L.P. otherOtherOct 14, 2014Oct 20, 2014
Eric Laurin JohnsonJ.P. Morgan Securities LLC wirehouseCuso Financial Services, L.P. otherOtherOct 13, 2014Oct 22, 2014
Thomas W HuddlestonOsaic Institutions, Inc. otherCuso Financial Services, L.P. otherOtherOct 1, 2014Oct 16, 2014
Mary Turner MastersOsaic Wealth, Inc. otherCuso Financial Services, L.P. otherOtherSep 26, 2014Oct 21, 2014
Melody BradyCharles Schwab & Co., Inc. national BDCuso Financial Services, L.P. otherOtherSep 11, 2014Sep 10, 2014
Suzanne Covert WagnerPrincipal Securities, Inc. otherCuso Financial Services, L.P. otherOtherAug 28, 2014Mar 20, 2015 (204 d)
Julie Anne LynchJ.P. Morgan Securities LLC wirehouseCuso Financial Services, L.P. otherOtherAug 20, 2014Aug 26, 2014
Jason Lee RenneckerJ.P. Morgan Securities LLC wirehouseCuso Financial Services, L.P. otherOtherAug 7, 2014Apr 20, 2015 (256 d)
Gary Edward HendersonCetera Investment Advisers LLC otherCuso Financial Services, L.P. otherOtherAug 1, 2014Jan 7, 2015 (159 d)
Steven Lee BarnesH. Beck, Inc. otherCuso Financial Services, L.P. otherOtherJun 27, 2014Jun 30, 2014
Sarah Kay SwearingerWells Fargo Advisors wirehouseCuso Financial Services, L.P. otherOtherJun 25, 2014May 28, 2015 (337 d)
Kevin Gyan MasihPark Avenue Securities LLC otherCuso Financial Services, L.P. otherOtherJun 20, 2014Jul 7, 2014
Drew Michael SmartJ.P. Morgan Securities LLC wirehouseCuso Financial Services, L.P. otherOtherJun 19, 2014Jun 20, 2014
Gerald Robert RoseCitizens Securities, Inc. otherCuso Financial Services, L.P. otherOtherJun 18, 2014Mar 5, 2015 (260 d)
Michael Anthony ThomasonWells Fargo Advisors wirehouseCuso Financial Services, L.P. otherOtherJun 17, 2014Jun 16, 2014
Colm F BaileyCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherMay 15, 2014May 14, 2014
Carolyn Dee BareLPL Financial LLC otherCuso Financial Services, L.P. otherOtherMay 8, 2014May 19, 2014
Therese Illeene MisnerJ.P. Morgan Securities LLC wirehouseCuso Financial Services, L.P. otherOtherMay 2, 2014Jan 13, 2015 (256 d)
Steve Ching Huang ChenU.S. Bancorp Investments, Inc. otherCuso Financial Services, L.P. otherOtherApr 9, 2014Apr 8, 2014
David John KimuraUsadvisors Wealth Management, LLC otherCuso Financial Services, L.P. otherOtherApr 3, 2014Aug 19, 2013
Felix Alberto BartolomeiSantander Securities otherCuso Financial Services, L.P. otherOtherMar 12, 2014Nov 6, 2014 (239 d)
Daniel Bennett Goldman LevineMML Investors Services, LLC otherCuso Financial Services, L.P. otherOtherMar 10, 2014Mar 4, 2014
Michal B CaroWells Fargo Advisors wirehouseCuso Financial Services, L.P. otherOtherFeb 28, 2014Mar 4, 2014
Andrew Jospeh MillerThrivent Investment Management Inc. otherCuso Financial Services, L.P. otherOtherFeb 25, 2014Feb 24, 2014
Kevin Lee FriddleEdward Jones national BDCuso Financial Services, L.P. otherOtherFeb 11, 2014Feb 20, 2014
Aman Ullah AwanFifth Third Securities, Inc. otherCuso Financial Services, L.P. otherOtherFeb 7, 2014Mar 11, 2014 (32 d)
Marc Paul SultanMsi Financial Services, Inc. otherCuso Financial Services, L.P. otherOtherJan 22, 2014May 6, 2015 (469 d)
Stanley Nick TzikasPruco Securities, LLC otherCuso Financial Services, L.P. otherOtherJan 14, 2014Sep 14, 2015 (608 d)
Michael Mcdonald SanderSander Capital Advisors, Inc. otherCuso Financial Services, L.P. otherOtherJan 10, 2014May 19, 2014 (129 d)
Jacqueline Hanson AimeOpes Capital Management, LLC unclassifiedCuso Financial Services, L.P. otherOtherJan 2, 2014Dec 10, 2013
Marcel Stephen TheriotSwbc Investment Company otherCuso Financial Services, L.P. otherOtherDec 31, 2013Dec 17, 2015 (716 d)
Matthew Jason SzabadH. Beck, Inc. otherCuso Financial Services, L.P. otherOtherDec 31, 2013Dec 9, 2013
Duane F. PorterCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherDec 26, 2013Feb 28, 2014 (64 d)
Sean J BadgettLPL Financial LLC otherCuso Financial Services, L.P. otherOtherDec 17, 2013May 19, 2014 (153 d)
Jay Allan BendeskyB. C. Ziegler And Company otherCuso Financial Services, L.P. otherOtherDec 13, 2013Dec 19, 2013
James Joseph TillmanConcourse Financial Group Advisors otherCuso Financial Services, L.P. otherOtherNov 29, 2013Nov 4, 2013
Wade Robert SchertenleibCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherNov 15, 2013Nov 13, 2013
Eric Javin ColtrainCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherNov 14, 2013Nov 13, 2013
Victor Sang TawnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherNov 11, 2013Oct 14, 2014 (337 d)
David L BallantyneKey Investment Services LLC otherCuso Financial Services, L.P. otherOtherNov 7, 2013Oct 28, 2013
Andrew Vito ManiaciSpc otherCuso Financial Services, L.P. otherOtherOct 14, 2013Oct 24, 2013
Logan Scofield LepeEssex National Securities, Inc. otherCuso Financial Services, L.P. otherOtherOct 2, 2013Oct 8, 2013
John JacobsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherSep 9, 2013Sep 9, 2013
Tiffany Elizabeth ClarkMorgan Stanley wirehouseCuso Financial Services, L.P. otherOtherSep 4, 2013Aug 21, 2013
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