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 |
|---|---|---|---|---|---|
| Patricia Osuna Flores | Independent Financial Group, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2021 | May 25, 2022 (208 d) |
| Evan Newton | Ameriprise Financial Services, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2021 | Nov 12, 2021 |
| David L Bailey | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2021 | Oct 22, 2021 |
| William Edward Grant | Bcu Wealth Advisors, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 22, 2021 | Dec 19, 2018 |
| Guillermo Abraham Gonzalez | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 21, 2021 | Feb 1, 2023 (468 d) |
| Travis Burgher | Truist Advisory Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2021 | Oct 20, 2021 |
| Jacob Andrew Patrick Howeth | Fsc Securities Corporation BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2021 | Feb 18, 2022 (135 d) |
| Michael William Alexander | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 5, 2021 | Oct 1, 2021 |
| Rafael Balderrabano | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 5, 2021 | Oct 1, 2021 |
| Michael Wayne Thornhill | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2021 | Sep 14, 2021 |
| Yun-Yu Szu | Mariner Advisor Network independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2021 | Aug 20, 2021 |
| Christopher Alfredo Lee Pagan | Charles Schwab & Co., Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2021 | Aug 9, 2021 |
| Julianna Alicia Chance | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2021 | Feb 15, 2022 (169 d) |
| Joshua Krakowiak | J.P. Morgan Securities LLC wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 25, 2021 | Aug 25, 2021 |
| Daniel Paul Contreras | Waddell & Reed BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Oct 11, 2021 (49 d) |
| John Paul Lunney | Pnc Managed Account Solutions, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Sep 2, 2021 |
| Robert Lynn Hargrove | Pruco Securities, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2021 | Aug 17, 2021 |
| Yomara Santiago | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 9, 2021 | Aug 20, 2021 |
| Lisa Ann Cruser | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 6, 2021 | Aug 10, 2021 |
| Ladonna Lynn Beaumont | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2021 | Jul 19, 2021 |
| Kyle Adam Leonard | Adaptfirst Investments LLC state registered | Cuso Financial Services, L.P. BD affiliated | Other | Jul 30, 2021 | Aug 18, 2021 |
| Nevil Dhabhar | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2021 | Oct 14, 2022 (445 d) |
| John Paul Fontanilla Borbon | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2021 | Jul 20, 2021 |
| Andy Patrick Murphy | Securities America Advisors, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2021 | Jul 6, 2021 |
| Stacey Lynn Casey | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 2, 2021 |
| Kennon Wayne Weaver | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 7, 2021 | Jul 14, 2021 |
| Justy Abran Armijo | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 8, 2021 | Jun 2, 2021 |
| Peter John Lynch | Pnc Managed Account Solutions, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2021 | Dec 22, 2021 (203 d) |
| Lisa Oconnor | Pnc Managed Account Solutions, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2021 | May 26, 2021 |
| Ryan Major | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2021 | May 10, 2021 |
| Marlon A Tenorio | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2021 | May 5, 2021 |
| Jennifer Jill Glovacki | Thrivent Investment Management Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2021 | Apr 18, 2022 (346 d) |
| Thomas Green | Thrivent Investment Management Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2021 | May 24, 2021 |
| Jessica Lynn Leach | Citizens Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2021 | May 17, 2021 |
| Cameron Gabriel Anderson | Charles Schwab & Co., Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2021 | Apr 5, 2021 |
| Paul Jacob Hurley | Charles Schwab & Co., Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 26, 2021 | Apr 19, 2021 |
| Andrew Graham Mckay | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2021 | Dec 3, 2021 (241 d) |
| Peter W Goldsich | Waddell & Reed BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2021 | Mar 23, 2021 |
| Mark Steven Yandura | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2021 | Apr 13, 2021 |
| Michael Dalton | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2021 | Mar 2, 2021 |
| Jeremy Andrew Cooley | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2021 | Mar 24, 2021 |
| William C Guthrie | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 25, 2021 | Mar 2, 2021 |
| Daniel M Krase | J.P. Morgan Securities LLC wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 23, 2021 | Feb 8, 2021 |
| Waleed Hassan Khan | Pnc Managed Account Solutions, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2021 | Feb 25, 2021 |
| Danniel Syed Kazi | Gwn Securities Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2021 | Feb 22, 2021 |
| Kenneth E Toops | Swbc Investment Company mixed wealth | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2021 | Feb 10, 2021 |
| Eric Pol | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2021 | Apr 1, 2021 (50 d) |
| Michael George Horton | Cetera Investment Advisers LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 8, 2021 | Feb 8, 2021 |
| David Lee Harrison | Valic Financial Advisors, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2021 | May 11, 2022 (460 d) |
| Kristopher Daudelin | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2021 | Jul 6, 2021 (151 d) |
| Tyler Hague | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2021 | Feb 1, 2021 |
| Nancy Jean Almond | Hart Capital Management, Inc. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 15, 2021 | Jan 21, 2021 |
| Michael Thomas Jones | Cetera Advisors LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2021 | Jan 4, 2021 |
| Keaton Marie Messerschmidt | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2020 | Jan 4, 2021 (33 d) |
| Robert Michael Elwell | Citizens Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 23, 2020 | Nov 30, 2020 |
| Michail Getsov | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 10, 2020 | Apr 7, 2021 (148 d) |
| Michael Lin | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 9, 2020 | Mar 2, 2021 (113 d) |
| Nicole Huyser | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 26, 2020 | Feb 18, 2021 (115 d) |
| Evan Taejin Chung | Raymond James Financial Services Advisors, Inc BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2020 | Mar 18, 2024 (1258 d) |
| Alfonzo Credit | Huntington Financial Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2020 | Oct 6, 2020 |
951 moves match.