Advisor moves

Arrivals at Cuso Financial Services, L.P.

961 moves
AdvisorFromToTypeLeftRegistered
Byron Richard SmithTd Ameritrade Investment Management, LLC otherCuso Financial Services, L.P. otherOtherApr 20, 2009Apr 20, 2009
Joseph Daniel MurphyThe Mutual Fund Store unclassifiedCuso Financial Services, L.P. otherOtherApr 17, 2009Jul 30, 2009 (104 d)
Brad Michael DeckerEdward Jones national BDCuso Financial Services, L.P. otherOtherApr 6, 2009Sep 1, 2010 (513 d)
Quang Thi PhanBanc Of America Investment Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherApr 2, 2009Apr 2, 2009
Kristen Marie DunderU.S. Bancorp Investments, Inc. otherCuso Financial Services, L.P. otherOtherMar 17, 2009Oct 12, 2009 (209 d)
Adelbert Francis DuffyUBS Financial Services Inc. wirehouseCuso Financial Services, L.P. otherOtherMar 17, 2009Mar 24, 2009
Michael James RodgersFirst Trust Advisors LP otherCuso Financial Services, L.P. otherOtherFeb 24, 2009May 7, 2009 (72 d)
Timothy Mark ScholtenHuntington Financial Advisors otherCuso Financial Services, L.P. otherOtherFeb 23, 2009Oct 28, 2011 (977 d)
Cathy Ann JacksonWoodbury Financial Services, Inc. otherCuso Financial Services, L.P. otherOtherFeb 3, 2009Feb 3, 2009
Donald Lee FitzsimmonsSecurities America Advisors, Inc. otherCuso Financial Services, L.P. otherOtherJan 13, 2009Jun 8, 2010 (511 d)
Caroline Helen GeorgiadisRaymond James Financial Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherJan 2, 2009Jan 15, 2009
Denney R DomantayLPL Financial LLC otherCuso Financial Services, L.P. otherOtherDec 26, 2008Dec 23, 2008
Stephen LoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherDec 22, 2008Mar 11, 2009 (79 d)
Arlis Bernard OrtmanUBS Financial Services Inc. wirehouseCuso Financial Services, L.P. otherOtherDec 8, 2008Apr 25, 2014 (1964 d)
Michael Robert GennaweyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherDec 5, 2008Jun 3, 2009 (180 d)
James Arthur SimpsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherDec 2, 2008Mar 13, 2009 (101 d)
Kenneth Dean QuiatWells Fargo Investments, LLC unclassifiedCuso Financial Services, L.P. otherOtherDec 1, 2008Dec 3, 2008
Stephen James LandersmanCetera Advisor Networks LLC otherCuso Financial Services, L.P. otherOtherOct 23, 2008Oct 20, 2008
Lori Anne MondelloEquitable Advisors, LLC national BDCuso Financial Services, L.P. otherOtherOct 17, 2008Nov 7, 2008
Jennifer Alice HarrisNorthwestern Mutual Investment Services,LLC otherCuso Financial Services, L.P. otherOtherSep 23, 2008Oct 1, 2008
Emmanuel PabloCountrywide Investment Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherSep 3, 2008Nov 6, 2008 (64 d)
Clinton Robert SmedleyVanguard Advisers, Inc. otherCuso Financial Services, L.P. otherOtherAug 29, 2008Apr 3, 2009 (217 d)
Stephanie E. GudkaCountrywide Investment Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherAug 26, 2008Jan 12, 2009 (139 d)
Luzaida Vazquez PietriEdward Jones national BDCuso Financial Services, L.P. otherOtherJul 31, 2008Nov 6, 2008 (98 d)
Geoffrey Helming PalenikAmeriprise Financial Services, LLC national BDCuso Financial Services, L.P. otherOtherJul 10, 2008Sep 16, 2008 (68 d)
Richard Stephen SealsU.S. Bancorp Investments, Inc. otherCuso Financial Services, L.P. otherOtherJun 18, 2008Jun 16, 2008
Ryan Hugh James McgrawWells Fargo Investments, LLC unclassifiedCuso Financial Services, L.P. otherOtherJun 3, 2008Feb 1, 2010 (608 d)
Ryan Anthony GalloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherMay 12, 2008Oct 20, 2008 (161 d)
Thomas J. BrunzEdward Jones national BDCuso Financial Services, L.P. otherOtherMay 1, 2008Jun 27, 2008 (57 d)
Carlos Enrique CaceresU.S. Bancorp Advisors, LLC otherCuso Financial Services, L.P. otherOtherApr 15, 2008Apr 23, 2008
Victor Taylor CaronCetera Investment Services LLC otherCuso Financial Services, L.P. otherOtherApr 10, 2008Apr 16, 2008
Michael J CalandruccioNfp Advisor Services, LLC otherCuso Financial Services, L.P. otherOtherApr 8, 2008Apr 2, 2008
Denise Michelle ZapataCitigroup Global Markets Inc. otherCuso Financial Services, L.P. otherOtherMar 25, 2008Mar 14, 2008
Jorge Christian ChainEquitable Advisors, LLC national BDCuso Financial Services, L.P. otherOtherMar 11, 2008Mar 18, 2008
David Osborne GillaspyTd Ameritrade Investment Management, LLC otherCuso Financial Services, L.P. otherOtherJan 9, 2008Mar 19, 2009 (435 d)
David Osborne GillaspyTd Ameritrade, Inc. no RAUMCuso Financial Services, L.P. otherOtherJan 9, 2008Mar 19, 2009 (435 d)
Kevin Dwayne MartinLPL Financial LLC otherCuso Financial Services, L.P. otherOtherJan 7, 2008Jan 3, 2008
Ralph Curtis MillerSuntrust Investment Services, Inc. otherCuso Financial Services, L.P. otherOtherOct 3, 2007Sep 20, 2007
James Clayton McconnellInvestment Professionals, Inc. otherCuso Financial Services, L.P. otherOtherSep 13, 2007Sep 24, 2007
Robert Walter CribbsEdward Jones national BDCuso Financial Services, L.P. otherOtherAug 29, 2007Sep 10, 2007
Mark Wade WierdaAmeriprise Financial Services, LLC national BDCuso Financial Services, L.P. otherOtherApr 30, 2007May 31, 2007 (31 d)
Brandon James GrundyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherApr 17, 2007Apr 25, 2007
Shuyi KongWamu Investments, Inc. unclassifiedCuso Financial Services, L.P. otherOtherApr 10, 2007Apr 20, 2007
James Thomas TaitCitizens Securities, Inc. otherCuso Financial Services, L.P. otherOtherFeb 22, 2007Feb 12, 2007
Frank ColasuonoColonial Asset Management Inc unclassifiedCuso Financial Services, L.P. otherOtherFeb 14, 2007Feb 5, 2008 (356 d)
Scott James WalkerWells Fargo Investments, LLC unclassifiedCuso Financial Services, L.P. otherOtherFeb 13, 2007Feb 13, 2007
Philip James MacdonaldMutual Service Corporation unclassifiedCuso Financial Services, L.P. otherOtherFeb 8, 2007Mar 5, 2007
Brian Christopher KarlAmeriprise Advisor Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherNov 7, 2006Nov 2, 2006
Mark Gregory SpirkVision Asset Management Inc unclassifiedCuso Financial Services, L.P. otherOtherOct 19, 2006Nov 10, 2008 (753 d)
Gavin Clayton ChinnUBS Financial Services Inc. wirehouseCuso Financial Services, L.P. otherOtherSep 5, 2006Aug 23, 2006
Carrie Lynn FooteCommonwealth Financial Network national BDCuso Financial Services, L.P. otherOtherSep 5, 2006Nov 1, 2006 (57 d)
Glenn Andrew GardinerCitizens Securities, Inc. otherCuso Financial Services, L.P. otherOtherAug 25, 2006Aug 21, 2006
Barbara Ann KoontzU.S. Bancorp Investments, Inc. otherCuso Financial Services, L.P. otherOtherJul 25, 2006Aug 15, 2006
Steven Joe HarrellKey Investment Services LLC otherCuso Financial Services, L.P. otherOtherJun 26, 2006Aug 3, 2006 (38 d)
Delores NuamahUBS Financial Services Inc. wirehouseCuso Financial Services, L.P. otherOtherMay 25, 2006May 22, 2006
Dean E EisenbraunMorgan Stanley Dw Inc. unclassifiedCuso Financial Services, L.P. otherOtherMay 25, 2006Aug 16, 2006 (83 d)
Christopher Brandon TavaresLPL Financial LLC otherCuso Financial Services, L.P. otherOtherMay 8, 2006May 8, 2006
William Bryant KeithCitigroup Global Markets Inc. otherCuso Financial Services, L.P. otherOtherApr 28, 2006Apr 28, 2006
Tom Haipei TanWamu Investments, Inc. unclassifiedCuso Financial Services, L.P. otherOtherApr 25, 2006May 5, 2009 (1106 d)
Joseph Earl LongSecurian Financial Services, Inc. otherCuso Financial Services, L.P. otherOtherApr 19, 2006Apr 20, 2006
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