Advisor moves

Arrivals at Cuna Brokerage Services, Inc.

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.

AdvisorFromToTypeLeftRegistered
Wendy M OtternessWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherMar 29, 2017Apr 10, 2017
Yvette Renee FerrisPnc Wealth Management otherCuna Brokerage Services, Inc. otherOtherMar 28, 2017Oct 4, 2017 (190 d)
Carolyn Dee BareAdvantage Investment Management, LLC otherCuna Brokerage Services, Inc. otherOtherMar 24, 2017May 1, 2017 (38 d)
Elizabeth Windsor ThompsonOsaic Fs, Inc. otherCuna Brokerage Services, Inc. otherOtherMar 23, 2017Apr 13, 2017
Brent Garen WohlersThrivent Investment Management Inc. otherCuna Brokerage Services, Inc. otherOtherMar 21, 2017Mar 31, 2017
Brooke Lea MartinInvest Financial Corporation otherCuna Brokerage Services, Inc. otherOtherMar 16, 2017Mar 23, 2017
Richard Lee ChambersBcu Wealth Advisors, LLC otherCuna Brokerage Services, Inc. otherOtherMar 15, 2017Mar 24, 2017
Michael David MoschettaNeuberger Berman Bd LLC no RAUMCuna Brokerage Services, Inc. otherOtherMar 15, 2017Apr 2, 2017
Michael Richard LobeckCetera Investment Advisers LLC otherCuna Brokerage Services, Inc. otherOtherMar 8, 2017Oct 12, 2017 (218 d)
Craig Scott LundquistRaymond James Financial Services Advisors, Inc otherCuna Brokerage Services, Inc. otherOtherMar 8, 2017Mar 15, 2017
Paige Ada FragaRegal Investment Advisors LLC otherCuna Brokerage Services, Inc. mixed wealthOtherMar 3, 2017Jun 27, 2018 (481 d)
Stacey Kea AltemusSecurian Financial Services, Inc. otherCuna Brokerage Services, Inc. otherOtherMar 2, 2017Mar 14, 2017
Hughroy DaleyLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherMar 2, 2017Mar 31, 2017
Devan Lee FoxCetera Advisor Networks LLC otherCuna Brokerage Services, Inc. otherOtherFeb 16, 2017Apr 13, 2017 (56 d)
Neil A. D. Bonneson BruceColliers Securities LLC otherCuna Brokerage Services, Inc. mixed wealthOtherFeb 15, 2017Apr 3, 2018 (412 d)
Jason Edwin BuchingerAssociated Investment Services, Inc. otherCuna Brokerage Services, Inc. otherOtherFeb 10, 2017Feb 24, 2017
Crystal D RickardMcavoy Kemp Wealth Management, LLC otherCuna Brokerage Services, Inc. otherOtherFeb 10, 2017Feb 20, 2017
Gabriela Sanchez HeffernanOsaic Fa, Inc. otherCuna Brokerage Services, Inc. otherOtherJan 12, 2017Jan 27, 2017
Michael Thomas ClarkWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherJan 10, 2017Jan 13, 2017
Wendi Chrystina Cowdrey-RagonVoya Financial Advisors, Inc. otherCuna Brokerage Services, Inc. otherOtherDec 31, 2016Jun 18, 2017 (169 d)
Michael Wayne McfarlandLineweaver Wealth Advisors otherCuna Brokerage Services, Inc. mixed wealthOtherDec 31, 2016Dec 17, 2018 (716 d)
Ruth Alice MarescaKey Investment Services LLC otherCuna Brokerage Services, Inc. BD affiliatedOtherDec 31, 2016Jul 31, 2019 (942 d)
Nathan D MurdockMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherDec 23, 2016Jan 5, 2017
John Francis DegelmannEdward Jones national BDCuna Brokerage Services, Inc. otherOtherDec 20, 2016Feb 20, 2017 (62 d)
Ryan Edward RosenowAmeriprise Financial Services, LLC national BDCuna Brokerage Services, Inc. otherOtherDec 19, 2016Jun 20, 2017 (183 d)
Barbara A QuinnLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherDec 14, 2016Feb 14, 2017 (62 d)
Amy Jensen DatemaEquitable Advisors, LLC national BDCuna Brokerage Services, Inc. otherOtherDec 13, 2016Apr 10, 2017 (118 d)
Lavander LandowskiTransamerica Retirement Advisors, LLC otherCuna Brokerage Services, Inc. otherOtherDec 5, 2016Dec 22, 2016
Craig Bennett RothGlobal Financial Private Capital, Inc. otherCuna Brokerage Services, Inc. otherOtherNov 28, 2016May 18, 2017 (171 d)
Joshua David JordanPruco Securities, LLC otherCuna Brokerage Services, Inc. otherOtherNov 23, 2016Jan 4, 2017 (42 d)
Saul Fernandez JuarezJ.P. Morgan Securities LLC wirehouseCuna Brokerage Services, Inc. otherOtherNov 8, 2016Apr 7, 2017 (150 d)
Michael Sean CampbellStifel, Nicolaus & Company, Incorporated national BDCuna Brokerage Services, Inc. otherOtherNov 3, 2016Nov 8, 2016
Douglas Lee JonesCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherOct 17, 2016Nov 13, 2017 (392 d)
Goran TomicBmo Harris Financial Advisors, Inc otherCuna Brokerage Services, Inc. otherOtherOct 14, 2016Oct 21, 2016
Manus DuffyLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherSep 28, 2016Oct 13, 2016
Jon Carl FoxJ.J.B. Hilliard, W.L. Lyons, LLC otherCuna Brokerage Services, Inc. otherOtherSep 27, 2016Oct 5, 2016
Peter Timothy SimpsonInvestment Professionals, Inc. otherCuna Brokerage Services, Inc. otherOtherSep 23, 2016Oct 31, 2016 (38 d)
Joseph KieferWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherSep 20, 2016Sep 26, 2016
Hannon E FayardPark Avenue Securities LLC otherCuna Brokerage Services, Inc. otherOtherSep 7, 2016Sep 28, 2016
Arthur C KangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherSep 6, 2016Oct 12, 2016 (36 d)
Ernie G LewisInvestment Professionals, Inc. otherCuna Brokerage Services, Inc. otherOtherAug 30, 2016Dec 7, 2016 (99 d)
James Ellis KirkLife Strategies, Inc. independent RIACuna Brokerage Services, Inc. otherOtherAug 29, 2016Sep 9, 2016
James Ryan MuffUSA Financial Securities LLC otherCuna Brokerage Services, Inc. otherOtherAug 29, 2016Sep 19, 2016
Saundra Dee IvyOak Point Financial Group unclassifiedCuna Brokerage Services, Inc. otherOtherAug 25, 2016Nov 1, 2016 (68 d)
Phyllis Anne SarabynPrimerica Advisors national BDCuna Brokerage Services, Inc. otherOtherJul 28, 2016Aug 17, 2016
Thomas Russell BurbankNortheast Planning Associates, Inc. otherCuna Brokerage Services, Inc. otherOtherJun 28, 2016Jul 8, 2016
Adam Shane BreazealeStrategic Advisers LLC national BDCuna Brokerage Services, Inc. otherOtherJun 28, 2016Aug 29, 2016 (62 d)
Denise Thomas EskelsonMorgan Stanley wirehouseCuna Brokerage Services, Inc. otherOtherJun 20, 2016Jun 30, 2017 (375 d)
William Frederick DebilleCitigroup Global Markets Inc. otherCuna Brokerage Services, Inc. otherOtherJun 10, 2016Jun 28, 2016
Jorge MaciasPnc Managed Account Solutions, Inc. otherCuna Brokerage Services, Inc. otherOtherJun 3, 2016Jun 15, 2016
Krista KarowThrivent Investment Management Inc. otherCuna Brokerage Services, Inc. otherOtherMay 25, 2016Jun 10, 2016
Darin Stadler RuttenbergWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherMay 13, 2016Jun 3, 2016
Daniel J LarsenLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherMay 12, 2016Aug 1, 2016 (81 d)
Jonathan Peter DekkerCetera Investment Advisers LLC otherCuna Brokerage Services, Inc. otherOtherMay 12, 2016Jun 9, 2016
Jacob G VersteegVoya Financial Advisors, Inc. otherCuna Brokerage Services, Inc. otherOtherMay 11, 2016May 23, 2016
Gregory NormanCetera Advisor Networks LLC otherCuna Brokerage Services, Inc. otherOtherMay 9, 2016May 19, 2016
Claire Delaney HartMsi Financial Services, Inc. otherCuna Brokerage Services, Inc. otherOtherMay 2, 2016May 9, 2016
Nicholas Ryan BurgeAmeriprise Financial Services, LLC national BDCuna Brokerage Services, Inc. otherOtherApr 22, 2016May 13, 2016
Ryan Joseph BoydMorgan Stanley wirehouseCuna Brokerage Services, Inc. otherOtherApr 13, 2016May 18, 2016 (35 d)
Blake SuttonCetera Investment Advisers LLC otherCuna Brokerage Services, Inc. otherOtherApr 11, 2016Apr 21, 2016
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671 moves match.