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 |
|---|---|---|---|---|---|
| Ryshiem Henderson | MML Investors Services, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2020 | Apr 6, 2022 (554 d) |
| J Tyler Sidney Keith | T. Rowe Price Advisory Services, Inc. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2020 | Sep 22, 2020 |
| Emilie Ann Dercks | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2020 | Sep 1, 2020 |
| Christopher Ranjo Rafanan | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 28, 2020 | Aug 21, 2020 |
| Eric Vaughn Morrow | Summit Financial Group Inc BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 24, 2020 | Apr 18, 2022 (602 d) |
| James Francis Daisey | Citizens Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2020 | Nov 17, 2020 (92 d) |
| David Reid Pringle | Pruco Securities, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2020 | Aug 5, 2020 |
| Paul Joseph Chlebecek | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2020 | Feb 9, 2021 (196 d) |
| Thomas C Block | Northwestern Mutual Investment Services,LLC no RAUM | Cuso Financial Services, L.P. BD affiliated | Other | Jul 6, 2020 | Sep 16, 2020 (72 d) |
| Michelle Rene Dilallo | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2020 | Jul 23, 2020 |
| Tiffany W Lam-Balfour | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 24, 2020 | Dec 13, 2021 (537 d) |
| Dewayne Scott | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2020 | Jul 6, 2020 |
| Jason Dean Mlynarek | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2020 | Jun 1, 2020 |
| James Bowles Pender | Truist Advisory Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2020 | Jun 18, 2020 |
| Daniel Jesus Urquidi | T. Rowe Price Advisory Services, Inc. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2020 | May 18, 2020 |
| Kevin Charles Burns | Thrivent Investment Management Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2020 | May 22, 2020 |
| Robert Soto | Santander Securities BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2020 | May 13, 2020 |
| James Richard Lowe | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2020 | Apr 21, 2020 |
| Marshall Harkless Dean | UBS Financial Services Inc. wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 9, 2020 | Aug 3, 2020 (116 d) |
| Jeffrey Bernard Rand | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2020 | Oct 15, 2020 (204 d) |
| Evan James Badge | Osaic Institutions, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2020 | Apr 6, 2020 |
| Thomas Jay Stout | Navy Federal Investment Services, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2020 | May 15, 2020 (58 d) |
| John Anthony Alvarez | Pruco Securities, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2020 | Mar 18, 2020 |
| Douglas Dean Shaffer | Ameriprise Financial Services, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2020 | May 14, 2020 (66 d) |
| Sean Lynch | On Investment Management Co BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2020 | Mar 10, 2020 |
| Ross Tatsuo Kumasaki | Cetera Investment Advisers LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2020 | Mar 23, 2020 (34 d) |
| Dannielle B Thomas | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 18, 2020 | Feb 18, 2020 |
| Colton Joseph Turner | Purposeful Financial And Legacy Planning independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2020 | Jan 27, 2020 |
| Joshua Adam Keyes | Cetera Investment Advisers LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2020 | Feb 12, 2020 |
| Birds Kyle Horton | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 23, 2020 | Feb 4, 2021 (378 d) |
| Brian James Venn | U.S. Bancorp Investments, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2020 | Jan 8, 2020 |
| Sandra Gayle Thompkins | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Jan 2, 2020 |
| Matthew Robert Knell | Charles Schwab & Co., Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 26, 2019 | Jan 2, 2020 |
| Jonathan Russell Mckenzie | Cetera Advisor Networks LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 24, 2019 | Jan 2, 2020 |
| Scott Vincent Kramling | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 9, 2019 | Apr 23, 2020 (136 d) |
| Brian Patrick Kent | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2019 | Nov 19, 2019 |
| Brock Adams | B.O.S.S. Retirement Advisors, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 3, 2019 | Jan 3, 2020 (31 d) |
| Taccara Edwards | Allstate Financial Advisors, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 22, 2019 | Nov 26, 2019 |
| Daren Taruo Suzuki | Transamerica Retirement Advisors, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2019 | Dec 13, 2019 (38 d) |
| Christopher David Garcia | Td Ameritrade Investment Management, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 31, 2019 | Nov 14, 2019 |
| John O'Connors | U.S. Bancorp Investments, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2019 | Oct 22, 2019 |
| Jennifer L Sugden | Morgan Stanley wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 21, 2019 | May 26, 2020 (218 d) |
| Troy David Strong | Edward Jones national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2019 | Oct 9, 2019 |
| Christopher Dean Thorpe | Key Investment Services LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2019 | Sep 23, 2019 |
| Timothy Christopher Camas | D.A. Davidson & Co. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 18, 2019 | Oct 10, 2019 |
| Anil Kumar Madhyanam | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2019 | Aug 27, 2019 |
| Michael J Galvin | MML Investors Services, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2019 | Aug 24, 2021 (714 d) |
| Edward Gabriel Cruz | Cadaret Grant & Co Inc BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2019 | Aug 28, 2019 |
| Gary Marshall Friedman | Oppenheimer & Co. Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2019 | Sep 30, 2019 (46 d) |
| Visonja Andrianopoulos | Advice And Planning Services BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2019 | Nov 5, 2019 (82 d) |
| Jau-Der Tsai | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 31, 2019 | Jul 15, 2019 |
| Jon Carl Fox | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2019 | Jul 10, 2019 |
| Lopez Duane Davis | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Jul 10, 2019 |
| Kevin Lee Cook | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Jul 10, 2019 |
| Nicholas Thad Schaaf | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Aug 6, 2019 |
| David Robert Harris | Usaa Investment Services Company BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Oct 15, 2019 (92 d) |
| David Lindsey Spencer | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2019 | Jul 10, 2019 |
| Douglas L Robertson | Cuna Brokerage Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2019 | Jul 10, 2019 |
| Boris Michael Castillo | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2019 | Jul 3, 2019 |
| Craig Scott Fein | LPL Financial LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2019 | Jul 1, 2019 |
951 moves match.