Arrivals at Cuso Financial Services, L.P.

961 moves

Advisor	From	To	Type	Left	Registered
Cordell Wistisen	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Jun 5, 2012	Jun 1, 2012
John William Mckissick	Fifth Third Securities, Inc. other	Cuso Financial Services, L.P. other	Other	May 31, 2012	Jun 4, 2012
Michael Anthony Pugliese	LPL Financial LLC other	Cuso Financial Services, L.P. other	Other	May 25, 2012	Sep 20, 2012 (118 d)
Patrick Thor	Wells Fargo Advisors wirehouse	Cuso Financial Services, L.P. other	Other	May 8, 2012	May 7, 2012
Timothy Alexander Quigley	Nfp Advisor Services, LLC other	Cuso Financial Services, L.P. other	Other	May 2, 2012	Apr 9, 2012
Rahil Machiwalla	Chase Investment Services Corp. other	Cuso Financial Services, L.P. other	Other	May 1, 2012	May 1, 2012
Mary Kay Vanderweyst	Edward Jones national BD	Cuso Financial Services, L.P. other	Other	Apr 12, 2012	Dec 10, 2013 (607 d)
Bruce Allen Joseph	Fifth Third Securities, Inc. other	Cuso Financial Services, L.P. other	Other	Mar 29, 2012	Apr 9, 2012
Carolina Nmn Ortiz	U.S. Bancorp Advisors, LLC other	Cuso Financial Services, L.P. other	Other	Feb 23, 2012	Feb 23, 2012
Gregory John Frentzen	Raymond James Financial Services Advisors, Inc other	Cuso Financial Services, L.P. other	Other	Feb 17, 2012	Feb 21, 2012
David Martin Juras	Invest Financial Corporation other	Cuso Financial Services, L.P. other	Other	Feb 16, 2012	Feb 14, 2012
Bradley D Schwab	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Feb 16, 2012	Feb 15, 2012
Mark Anthony Sanchez	LPL Financial LLC other	Cuso Financial Services, L.P. other	Other	Feb 9, 2012	Feb 9, 2012
Matthew Brice Tielker	Valic Financial Advisors, Inc. other	Cuso Financial Services, L.P. other	Other	Feb 9, 2012	Apr 2, 2012 (53 d)
Rick Berta	Pnc Wealth Management other	Cuso Financial Services, L.P. other	Other	Feb 8, 2012	Mar 2, 2012
Edward Dayan Rubin	LPL Financial LLC other	Cuso Financial Services, L.P. other	Other	Feb 3, 2012	Feb 1, 2012
Alicia Kay Ellis	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Jan 24, 2012	Jan 23, 2012
Brett Robert Harner	Chase Investment Services Corp. other	Cuso Financial Services, L.P. other	Other	Jan 5, 2012	Oct 22, 2012 (291 d)
Steven Su Liang	Spc other	Cuso Financial Services, L.P. other	Other	Jan 4, 2012	Jan 4, 2012
Jennifer Rogers Markwell	Edward Jones national BD	Cuso Financial Services, L.P. other	Other	Jan 3, 2012	Jan 9, 2012
Theodore Thomas Paprocki	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Dec 31, 2011	Jan 3, 2012
Barbara Gail Clare	Edward Jones national BD	Cuso Financial Services, L.P. other	Other	Dec 23, 2011	Dec 23, 2011
Andrew Lewyn Snider	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Dec 7, 2011	Dec 7, 2011
David Glenn Burk	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Dec 7, 2011	Dec 7, 2011
Jonah Kaufman	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Dec 7, 2011	Dec 7, 2011
Scott Lee Pfeifer	Edward Jones national BD	Cuso Financial Services, L.P. other	Other	Dec 5, 2011	Dec 5, 2011
Douglas Lee Jones	Bancwest Investment Services, Inc. (Bwis) other	Cuso Financial Services, L.P. other	Other	Dec 2, 2011	Dec 9, 2011
Jeffrey Scott Dierksheide	Edward Jones national BD	Cuso Financial Services, L.P. other	Other	Nov 28, 2011	Jan 18, 2012 (51 d)
Nahid Karim Karimjee	Swbc Investment Company other	Cuso Financial Services, L.P. other	Other	Nov 22, 2011	Nov 21, 2011
Jonas Turand Champion	Charles Schwab & Co., Inc. national BD	Cuso Financial Services, L.P. other	Other	Nov 21, 2011	Dec 6, 2011
David Michael Ricci	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Oct 28, 2011	Oct 24, 2011
Todd Ryan Blessing	Pnc Wealth Management other	Cuso Financial Services, L.P. other	Other	Oct 12, 2011	Oct 20, 2011
Lawrence Alex Nazarenus	Td Ameritrade Investment Management, LLC other	Cuso Financial Services, L.P. other	Other	Oct 11, 2011	Jun 1, 2012 (234 d)
Lawrence Alex Nazarenus	Td Ameritrade, Inc. no RAUM	Cuso Financial Services, L.P. other	Other	Oct 11, 2011	Jun 1, 2012 (234 d)
Zachary Charles Toelle	Edward Jones national BD	Cuso Financial Services, L.P. other	Other	Sep 29, 2011	Oct 10, 2011
Kasha Brook Mclemore	Key Investment Services LLC other	Cuso Financial Services, L.P. other	Other	Sep 21, 2011	Oct 3, 2011
Nicholas Frank Nauta	Cuna Brokerage Services, Inc. other	Cuso Financial Services, L.P. other	Other	Sep 16, 2011	Oct 11, 2011
Charles J Hahn	Bancwest Investment Services, Inc. (Bwis) other	Cuso Financial Services, L.P. other	Other	Sep 6, 2011	Sep 8, 2011
Charmaine Brown	Osaic Institutions, Inc. other	Cuso Financial Services, L.P. other	Other	Sep 1, 2011	Aug 28, 2013 (727 d)
James Brian Hussey	Swbc Investment Company other	Cuso Financial Services, L.P. other	Other	Aug 30, 2011	Aug 31, 2011
Jonathan Patrick Sheets	Swbc Investment Company other	Cuso Financial Services, L.P. other	Other	Aug 25, 2011	Oct 18, 2011 (54 d)
Ronnie Shannon Shelby	Lanark Financial, Inc. other	Cuso Financial Services, L.P. other	Other	Aug 25, 2011	Sep 19, 2011
Kelly E Senkyr	Edward Jones national BD	Cuso Financial Services, L.P. other	Other	Aug 23, 2011	Oct 18, 2011 (56 d)
Matthew D. Russell	Wells Fargo Advisors wirehouse	Cuso Financial Services, L.P. other	Other	Jul 25, 2011	Jul 25, 2011
Randall Edward Porter	Morgan Stanley wirehouse	Cuso Financial Services, L.P. other	Other	Jul 8, 2011	Sep 13, 2011 (67 d)
James Paul Morgan	Wells Fargo Advisors wirehouse	Cuso Financial Services, L.P. other	Other	Jul 6, 2011	Jul 11, 2011
Kyle Keith Mann	Chase Investment Services Corp. other	Cuso Financial Services, L.P. BD affiliated	Other	Jun 28, 2011	Jun 1, 2021 (3626 d)
Heath A Hanchey	Ameriprise Financial Services, LLC national BD	Cuso Financial Services, L.P. other	Other	Jun 20, 2011	Jun 16, 2011
Kelly L Davis	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Cuso Financial Services, L.P. other	Other	May 12, 2011	May 26, 2011
Wesley Lee Handley	Valic Financial Advisors, Inc. other	Cuso Financial Services, L.P. other	Other	May 3, 2011	Sep 26, 2011 (146 d)
Dominick Martinez Divine	Bancwest Investment Services, Inc. (Bwis) other	Cuso Financial Services, L.P. other	Other	Apr 19, 2011	Apr 20, 2011
Michael Dean Smeenge	Osaic Institutions, Inc. other	Cuso Financial Services, L.P. other	Other	Apr 15, 2011	Apr 18, 2011
Edward Louis Neveleff	Equitable Advisors, LLC national BD	Cuso Financial Services, L.P. other	Other	Apr 7, 2011	Jun 16, 2011 (70 d)
Christopher D Phillips	Osaic Fa, Inc. other	Cuso Financial Services, L.P. other	Other	Mar 31, 2011	Mar 28, 2011
Jason Alan Hillard	Edward Jones national BD	Cuso Financial Services, L.P. other	Other	Mar 31, 2011	Apr 25, 2011
Craig A Shipman	Advice And Planning Services other	Cuso Financial Services, L.P. other	Other	Mar 11, 2011	Apr 26, 2011 (46 d)
David Anthony Kanongataa	Wells Fargo Advisors wirehouse	Cuso Financial Services, L.P. other	Other	Mar 7, 2011	Mar 11, 2011
Douglas Charles Robb	Lincoln Financial Distributors, Inc. unclassified	Cuso Financial Services, L.P. other	Other	Feb 24, 2011	May 15, 2012 (446 d)
Ryan Bruce Lavielle	Pnc Wealth Management other	Cuso Financial Services, L.P. other	Other	Feb 23, 2011	Mar 14, 2011
Daniel Patrick Bernabe	Wells Fargo Advisors wirehouse	Cuso Financial Services, L.P. other	Other	Feb 14, 2011	May 2, 2011 (77 d)

Page 13 of 17Previous Next