DFX 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 |
|---|---|---|---|---|---|
| Nathan Peters Mclarty | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 5, 2022 | Dec 13, 2022 |
| Mckensie Rebecca Badal | Raymond James Financial Services Advisors, Inc BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2022 | Dec 20, 2022 |
| Anthony Michael Richardson | Charles Schwab & Co., Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 30, 2022 | Dec 5, 2022 |
| Brittany Nicole Mcneally | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 23, 2022 | Nov 28, 2022 |
| Denise Gail Adah | Avantax Advisory Services BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2022 | Nov 23, 2022 |
| Daniel Eugene Duran | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 13, 2022 | Oct 12, 2022 |
| Shanel Sarah Dubique | First Command Advisory Services BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2022 | Sep 26, 2022 |
| Andrew Douglas Eggert | J.P. Morgan Securities LLC wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 12, 2022 | Oct 17, 2022 |
| Hormoz Aliabadi Aslani | Citigroup Global Markets Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2022 | Oct 4, 2022 |
| Zachary Michael Jablonski | Federated Global Investment Management Corp. asset manager | Cuso Financial Services, L.P. BD affiliated | Other | Sep 30, 2022 | Sep 26, 2022 |
| Jerold Keith Johnson | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 23, 2022 | Sep 19, 2022 |
| Marioreen Smith Gibson | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2022 | Sep 1, 2022 |
| Debra Delgiudice Hanaford | Comerica Securities independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 7, 2022 | Sep 26, 2022 |
| William Bo | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 30, 2022 | Aug 30, 2022 |
| Jason Berve | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 25, 2022 | Aug 18, 2022 |
| Ramon Baez | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2022 | Aug 30, 2022 |
| Jeffrey Duane Garrett | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 22, 2022 | Aug 24, 2022 |
| Lisa C Gardere | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 21, 2022 | Jun 14, 2023 (297 d) |
| Travis Crenshaw | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 16, 2022 | Aug 23, 2022 |
| Mohammed Safieddine Ayala | U.S. Bancorp Investments, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2022 | Jul 22, 2022 |
| Manuel Anthony Torrado | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 22, 2022 |
| James David Armer | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 19, 2022 |
| Patrick Infante | Pruco Securities, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2022 | Jun 27, 2022 |
| Gregory Norman | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 29, 2022 | Jun 28, 2022 |
| Vincent Michael Nerone | U.S. Bancorp Investments, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 28, 2022 | Jan 12, 2024 (563 d) |
| Malcolm Charles Beard | On Investment Management Co BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 20, 2022 | Jun 14, 2022 |
| Christian G Lopez-Alavez | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2022 | May 11, 2022 |
| Luciano G Prestonise | Commonwealth Financial Network national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2022 | Jun 6, 2024 (737 d) |
| Heather R. Lunsford | Pnc Wealth Management BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2022 | Jun 6, 2022 |
| Tamara Joyce Batten | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 18, 2022 | May 16, 2022 |
| David Riley | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2022 | May 13, 2022 |
| Abraham Lopez | RBC Securities, Inc. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2022 | May 10, 2022 |
| Richard Stuart Shively | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2022 | May 5, 2022 |
| Michelle Grant | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 5, 2022 | May 5, 2022 |
| William Donald Albert | Truist Advisory Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2022 | May 5, 2022 |
| Mark Ryan | First Financial Equity Corporation BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2022 | Apr 20, 2023 (363 d) |
| Christopher Luke Weiss | Citizens Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2022 | Jun 22, 2022 (62 d) |
| John Christopher Mathews | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 19, 2022 | Apr 29, 2022 |
| Brandon Michael Mimas-Weeks | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2022 | Apr 21, 2022 |
| Anthony Martin Bonafede | Sorrento Pacific Financial, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2022 | Aug 27, 2018 |
| Lolla R Long | Pnc Wealth Management BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2022 | Apr 4, 2022 |
| Timothy Michael Garcia | MML Investors Services, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2022 | May 16, 2022 (69 d) |
| Rodney Kim Suzuki | MML Investors Services, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2022 | Mar 4, 2022 |
| Hayden James Pitman | Key Investment Services LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2022 | Mar 2, 2022 |
| Tyler K Beasinger | Thrivent Investment Management Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2022 | Mar 3, 2022 |
| Kaytie Anne Cunningham Salzman | Avantax Advisory Services BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2022 | May 8, 2023 (455 d) |
| Samuel Lawrence Gonzales | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2022 | Mar 28, 2022 (53 d) |
| James Christopher Scott | Vanguard Advisers, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 21, 2021 | Mar 28, 2022 (97 d) |
| Gilbert Gil | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 21, 2021 | Dec 8, 2021 |
| Anthony Lee Allbright | Allstate Financial Advisors, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 20, 2021 | Dec 21, 2021 |
| Barron T Branch | Oneamerica Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 20, 2021 | Dec 17, 2021 |
| Peter Timothy Simpson | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2021 | Dec 6, 2021 |
| David Harry Goldpenny | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2021 | Dec 2, 2021 |
| James Petrizzo | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2021 | Jan 7, 2022 (35 d) |
| Kevin Brady Witmer | Key Investment Services LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2021 | Nov 29, 2021 |
| Chelsea Danielle Petrizzo | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2021 | Dec 14, 2021 |
| Mark Edward Kilbride | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2021 | Dec 10, 2021 |
| Edward Ken Aoshima | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2021 | Nov 18, 2021 |
| Keith Najjar | Citizens Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2021 | Dec 9, 2021 (31 d) |
| James Joseph Dubina III | Cetera Investment Advisers LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2021 | Oct 19, 2023 (714 d) |
951 moves match.