DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Cuso Financial Services, L.P.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Arthur G Lopez | J.P. Morgan Securities LLC wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 17, 2023 | Aug 24, 2023 |
| Sevada Zadooryan | J.P. Morgan Securities LLC wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 10, 2023 | Sep 28, 2023 (49 d) |
| Alan Steven Witt | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2023 | Aug 16, 2023 |
| Chad Eric Leon | Comerica Securities independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2023 | Aug 3, 2023 |
| Sharmishtha Prasad | Pnc Capital Advisors LLC other | Cuso Financial Services, L.P. BD affiliated | Other | Jul 20, 2023 | Sep 3, 2024 (411 d) |
| Kevin Jerome Kopec | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2023 | Jul 11, 2023 |
| Cole Brandon | Pruco Securities, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2023 | Jul 13, 2023 |
| Wren Hanson-Reeb | Ameriprise Financial Services, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2023 | Feb 26, 2024 (248 d) |
| Kamron Paul Jensen | Raymond James & Associates, Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2023 | Jul 3, 2023 |
| Robert Delmer Smith | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2023 | Oct 13, 2023 (120 d) |
| Costas Angelo Grekis | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2023 | May 18, 2023 |
| Carla J Pollice | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2023 | May 18, 2023 |
| Nicholas Song | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2023 | May 18, 2023 |
| Michael John Duch | Securian Financial Services, Inc. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2023 | May 23, 2023 |
| Elizabeth Legacy | M Financial Asset Management, Inc. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 22, 2023 | Jun 2, 2023 |
| Devan J Vellios | Citigroup Global Markets Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2023 | Jun 7, 2023 |
| Jacob Thomas Norlander | Client First Investment Management LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 15, 2023 | Jun 13, 2023 |
| Mohammed Moustafa Eid | Miramontes Capital, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 17, 2023 | May 23, 2023 (36 d) |
| Steve Lawrence Raspotnik | Thrivent Investment Management Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2023 | Mar 27, 2023 |
| Jeremie James Moe | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2023 | Mar 14, 2023 |
| Esteban Rene Zuno | U.S. Bancorp Investments, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2023 | Mar 14, 2023 |
| Andrea Mae Bruse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 1, 2023 | Mar 1, 2023 |
| Jordan Leigh Delgado | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2023 | Apr 19, 2023 (54 d) |
| David Flores | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 14, 2023 | Feb 14, 2023 |
| Jonathon James Allen | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 7, 2023 | Jan 16, 2023 |
| Kevin Walter Vogt | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Stephen Arthur Boyle | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Scott James Walker | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Danova Gary Chow | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Sheldon Cooper Reed | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Brad Anton Roethlisberger | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 23, 2023 |
| David Anthony Jabczenski | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Pan Jung Kwe | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Brian Clarke Gates | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Sandra Marie Holguin | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Norman Matthew Yee | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Byung Do Chong | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Robert Michael Garcia | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Truong Quang Thieu | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Yelena V Kalashnikova | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Daniel Herrera | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Ryan Christopher Traina | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Jessi Nicole Beach | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Philip Rubia | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 16, 2023 |
| Karl Steven Gerstenacker | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Dana Michelle Mcvey | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 23, 2023 |
| Monica Cardenas | Wescom Financial Services, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 6, 2023 | Jan 13, 2023 |
| Joanne Wagner | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 1, 2023 | Feb 7, 2023 |
| Ned Michael Meloni | Empower Advisory Group, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2023 | Jan 23, 2023 |
| Andrew Mitchell Cullen | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2023 | Dec 7, 2022 |
| Kyle Snow Fitzgerald | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2023 | Jan 4, 2023 |
| Todd Alan Juenger | Global Retirement Partners LLC institutional | Cuso Financial Services, L.P. BD affiliated | Other | Jan 9, 2023 | Jan 5, 2023 |
| Michael Walter Crutchfield | Advice And Planning Services BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2023 | Nov 2, 2023 (300 d) |
| Keith Mcginnis | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2023 | Jan 11, 2023 |
| Charlis Fulton Wright | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2023 | Jan 18, 2023 |
| Michael Scott Benoit | Bankers Life Advisory Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2022 | Jan 3, 2023 |
| Brian Lee Elmer | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2022 | Jan 23, 2023 (38 d) |
| Bradford S Rowe | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2022 | Dec 12, 2022 |
| Adam Alden Cheshire | Morgan Stanley wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 13, 2022 | Feb 13, 2023 (62 d) |
| Christian Andrew Datu | First Command Advisory Services BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2022 | Jan 9, 2023 (34 d) |
950 moves match.