Advisor moves

Arrivals at Cuso Financial Services, L.P.

961 moves
AdvisorFromToTypeLeftRegistered
Mark Steven FantasiaCetera Investment Services LLC otherCuso Financial Services, L.P. otherOtherApr 17, 2006Apr 20, 2006
Marianna SadaLPL Financial LLC otherCuso Financial Services, L.P. otherOtherMar 21, 2006Mar 21, 2006
Legna GonzalezCredit Suisse Securities (USA) LLC otherCuso Financial Services, L.P. otherOtherFeb 13, 2006Sep 29, 2017 (4246 d)
Alexandra Fitts LambertHornor, Townsend & Kent, LLC otherCuso Financial Services, L.P. otherOtherFeb 13, 2006Jun 26, 2006 (133 d)
Thomas TaylorVoya Financial Partners, LLC otherCuso Financial Services, L.P. otherOtherJan 4, 2006May 17, 2006 (133 d)
Thoeurn IndyWamu Investments, Inc. unclassifiedCuso Financial Services, L.P. otherOtherNov 1, 2005Nov 9, 2005
Jeffrey Kim LorenzPension Planners Securities, Inc. unclassifiedCuso Financial Services, L.P. otherOtherOct 17, 2005Oct 24, 2005
Ferdinand Victa PerezCetera Advisor Networks LLC otherCuso Financial Services, L.P. otherOtherSep 16, 2005Sep 15, 2005
Don Hosea WilliamsLPL Financial LLC otherCuso Financial Services, L.P. otherOtherAug 19, 2005Mar 6, 2006 (199 d)
Kevin Joseph McdermottCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherMay 5, 2005May 2, 2005
Larry Wayne PriceCiticorp Investment Services unclassifiedCuso Financial Services, L.P. otherOtherApr 21, 2005Apr 25, 2005
Aaron Christopher BrownMorgan Stanley Dw Inc. unclassifiedCuso Financial Services, L.P. otherOtherJan 27, 2005Feb 1, 2005
Monica DaggsLPL Financial LLC otherCuso Financial Services, L.P. otherOtherJan 21, 2005Feb 7, 2005
Michael Steven GradlIfmg Securities, Inc. unclassifiedCuso Financial Services, L.P. otherOtherJan 20, 2005May 5, 2006 (470 d)
Mark Otis GivenrodEquitable Advisors, LLC national BDCuso Financial Services, L.P. otherOtherJan 10, 2005Oct 2, 2006 (630 d)
Sarah Elizabeth BrechbuehlMorgan Stanley Dw Inc. unclassifiedCuso Financial Services, L.P. otherOtherJan 3, 2005May 8, 2006 (490 d)
John Thomas NicolausCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherDec 31, 2004Jan 21, 2005
Helen Ruth AlexanderCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherDec 31, 2004Jan 21, 2005
Michael Anthony CanzoneWells Fargo Advisors wirehouseCuso Financial Services, L.P. otherOtherDec 9, 2004Dec 2, 2004
Tony GraybealRaymond James Financial Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherDec 7, 2004Aug 24, 2006 (625 d)
Olabisi Olugbenga OduguwaCiticorp Investment Services unclassifiedCuso Financial Services, L.P. otherOtherNov 3, 2004Nov 18, 2004
Daniel Joseph MahleValic Financial Advisors, Inc. otherCuso Financial Services, L.P. otherOtherOct 26, 2004Oct 26, 2004
Daniel R WaldmanQuick & Reilly, Inc. unclassifiedCuso Financial Services, L.P. otherOtherSep 16, 2004Sep 13, 2004
Michael Robert GranjaCiticorp Investment Services unclassifiedCuso Financial Services, L.P. otherOtherAug 26, 2004Sep 1, 2004
Aubrey Arlene NielsenBanc Of America Investment Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherAug 19, 2004Sep 8, 2004
Daniel Edward RearickEquitable Advisors, LLC national BDCuso Financial Services, L.P. otherOtherJul 28, 2004Aug 3, 2004
Joey Sergio SotoBancwest Investment Services, Inc. (Bwis) otherCuso Financial Services, L.P. otherOtherJul 19, 2004Mar 20, 2006 (609 d)
Patrick Lee SealLPL Financial LLC otherCuso Financial Services, L.P. otherOtherJul 8, 2004Jun 28, 2004
Caleb Ellis KennedyAmeriprise Advisor Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherJul 6, 2004Jul 7, 2004
Margaret Ruth TaylorWells Fargo Advisors wirehouseCuso Financial Services, L.P. otherOtherJun 9, 2004May 23, 2005 (348 d)
Mathew Peter DouvikasBanc One Securities Corporation unclassifiedCuso Financial Services, L.P. BD affiliatedOtherJun 1, 2004Sep 2, 2022 (6667 d)
Christopher Matthew BowenAmeriprise Advisor Services, Inc. unclassifiedCuso Financial Services, L.P. otherOtherApr 29, 2004Apr 7, 2004
Michael BrescioneWells Fargo Investments, LLC unclassifiedCuso Financial Services, L.P. otherOtherFeb 27, 2004Feb 20, 2004
Anthony Pailun ShiaoUBS Financial Services Inc. wirehouseCuso Financial Services, L.P. otherOtherFeb 24, 2004Feb 19, 2004
Joseph Mckay ClaytonCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherFeb 20, 2004Feb 12, 2004
Neal Gardner DavisCuna Brokerage Services, Inc. otherCuso Financial Services, L.P. otherOtherFeb 17, 2004Feb 12, 2004
Robert David JonesSentra Securities Corporation unclassifiedCuso Financial Services, L.P. otherOtherFeb 6, 2004May 4, 2006 (818 d)
William Kenneth Young TerryU.S. Bancorp Advisors, LLC otherCuso Financial Services, L.P. otherOtherFeb 6, 2004Dec 4, 2007 (1397 d)
Jason Torrey-PayneUBS Financial Services Inc. wirehouseCuso Financial Services, L.P. otherOtherFeb 2, 2004Jan 7, 2004
Scott Rossiter PerroneAmeriprise Financial Services, LLC national BDCuso Financial Services, L.P. otherOtherJan 22, 2004Jul 8, 2013 (3455 d)
Jesse EspinozaWamu Investments, Inc. unclassifiedCuso Financial Services, L.P. otherOtherNov 10, 2003Feb 2, 2004 (84 d)
John Robert KuddesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherSep 9, 2003Sep 26, 2003
Mark Allen FitzmorrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherAug 22, 2003Apr 7, 2004 (229 d)
Michael J CalvelliCetera Advisor Networks LLC otherCuso Financial Services, L.P. otherOtherAug 19, 2003Aug 12, 2003
Timothy Steele WerdelA. G. Edwards & Sons, Inc. unclassifiedCuso Financial Services, L.P. otherOtherJul 23, 2003Mar 6, 2006 (957 d)
Douglas Peter EngCiticorp Investment Services unclassifiedCuso Financial Services, L.P. otherOtherJul 8, 2003Sep 10, 2003 (64 d)
Jorge Armando MoralesA. G. Edwards & Sons, Inc. unclassifiedCuso Financial Services, L.P. otherOtherJul 1, 2003Mar 23, 2006 (996 d)
Steven Michael DillhoffMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherJun 30, 2003Jul 2, 2003
Carolina Silva RoseEquitable Advisors, LLC national BDCuso Financial Services, L.P. otherOtherJun 18, 2003Jun 23, 2003
Michael Patrick HaggertyCitigroup Global Markets Inc. otherCuso Financial Services, L.P. otherOtherFeb 27, 2003Mar 10, 2003
Jeffrey Duane GarrettRussell Financial Services unclassifiedCuso Financial Services, L.P. otherOtherDec 31, 2002Jan 31, 2003 (31 d)
John Anthony Del-ZioBanc Of America Investment Services, Inc. unclassifiedCuso Financial Services, L.P. BD affiliatedOtherDec 20, 2002May 20, 2020 (6361 d)
Melisa Doucette Lindsay-LipkinsNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCuso Financial Services, L.P. otherOtherNov 1, 2002May 23, 2006 (1299 d)
Charles Day LutzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuso Financial Services, L.P. otherOtherSep 26, 2002Feb 18, 2004 (510 d)
John Kinsaku LarryCetera Advisor Networks LLC otherCuso Financial Services, L.P. otherOtherSep 18, 2002Jun 5, 2008 (2087 d)
Sandra Eleanor YatesCharles Schwab & Co., Inc. national BDCuso Financial Services, L.P. otherOtherAug 21, 2002Aug 8, 2002
Richard Joseph RidenourPruco Securities, LLC otherCuso Financial Services, L.P. otherOtherJul 19, 2002Jul 1, 2002
Roberto Antonio MartinezMorgan Stanley Dw Inc. unclassifiedCuso Financial Services, L.P. otherOtherJun 27, 2002Jun 19, 2002
Neil O'ConnorWells Fargo Investments, LLC unclassifiedCuso Financial Services, L.P. otherOtherJun 20, 2002Feb 20, 2004 (610 d)
Kenneth Robert ButlerU.S. Bancorp Advisors, LLC otherCuso Financial Services, L.P. otherOtherMay 2, 2002May 13, 2002
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