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.

671 moves
AdvisorFromToTypeLeftRegistered
Brett GladdenEdward Jones national BDCuna Brokerage Services, Inc. otherOtherMar 21, 2016Mar 29, 2016
Curtis G MaloneCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherMar 1, 2016Mar 18, 2016
Jeff OlbinaCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherFeb 9, 2016Feb 12, 2016
Brennan Everett ScheelWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherFeb 6, 2016May 20, 2016 (104 d)
Cody Ray FredricksonQuestar Asset Management, Inc. otherCuna Brokerage Services, Inc. otherOtherJan 21, 2016Feb 10, 2016
Cameron Michael ClarkAvantax Advisory Services otherCuna Brokerage Services, Inc. otherOtherDec 31, 2015Jan 14, 2016
Jeffrey DazzoCapital One Advisors, LLC no RAUMCuna Brokerage Services, Inc. otherOtherDec 21, 2015Jan 5, 2017 (381 d)
Todd Douglas MiccicheKey Investment Services LLC otherCuna Brokerage Services, Inc. otherOtherDec 15, 2015Dec 18, 2015
Kurt Edward DeckerFifth Third Securities, Inc. otherCuna Brokerage Services, Inc. otherOtherDec 14, 2015Mar 22, 2016 (99 d)
Thomas A TrostDfg Wealth Management, LLC state registeredCuna Brokerage Services, Inc. otherOtherDec 10, 2015Feb 29, 2016 (81 d)
Eric Devaughn ReeseJ.P. Morgan Securities LLC wirehouseCuna Brokerage Services, Inc. otherOtherDec 8, 2015Jan 5, 2016
Candace L MillsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherNov 30, 2015Dec 21, 2015
Tracy Helene AalvikJ.P. Morgan Securities LLC wirehouseCuna Brokerage Services, Inc. otherOtherOct 29, 2015Nov 5, 2015
Jeffrey Mark SingerAdvice And Planning Services otherCuna Brokerage Services, Inc. otherOtherOct 21, 2015Nov 2, 2015
John Richard ShepherdCetera Investment Advisers LLC otherCuna Brokerage Services, Inc. otherOtherOct 19, 2015Oct 23, 2015
Jeffrey Scott RowlandBb&T Investment Services, Inc. no RAUMCuna Brokerage Services, Inc. otherOtherOct 2, 2015Nov 23, 2015 (52 d)
Michael J SuggsWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherSep 23, 2015Sep 28, 2015
Scott Clifford GroverCambridge Investment Research Advisors, Inc. otherCuna Brokerage Services, Inc. otherOtherSep 23, 2015Jan 21, 2016 (120 d)
Jeffrey Kent SchrinerFifth Third Securities, Inc. otherCuna Brokerage Services, Inc. otherOtherAug 10, 2015Apr 7, 2016 (241 d)
Ladonna Lynn BeaumontStifel, Nicolaus & Company, Incorporated national BDCuna Brokerage Services, Inc. otherOtherAug 10, 2015Aug 24, 2015
Jesus Alberto SotoBancwest Investment Services, Inc. (Bwis) otherCuna Brokerage Services, Inc. otherOtherJul 30, 2015Aug 5, 2015
Brian Bruce BristowM Holdings Securities, Inc. otherCuna Brokerage Services, Inc. otherOtherJul 14, 2015Nov 10, 2015 (119 d)
John Joseph StantonCitizens Securities, Inc. otherCuna Brokerage Services, Inc. otherOtherJul 13, 2015Nov 17, 2015 (127 d)
Chris CastroTransamerica Financial Advisors, LLC otherCuna Brokerage Services, Inc. otherOtherJun 22, 2015Jul 1, 2015
Daniel Joseph HarmeyerAllstate Financial Advisors, LLC no RAUMCuna Brokerage Services, Inc. otherOtherJun 1, 2015Jun 24, 2015
Scott Martin TonkovichPrivate Advisor Group, LLC otherCuna Brokerage Services, Inc. otherOtherJun 1, 2015Jun 4, 2015
Lawrence Joseph GardnerCetera Investment Advisers LLC otherCuna Brokerage Services, Inc. otherOtherMay 27, 2015Jul 9, 2015 (43 d)
John Welsh EysterGreat American Advisors, Inc. otherCuna Brokerage Services, Inc. BD affiliatedOtherMay 21, 2015Mar 24, 2020 (1769 d)
Noah A FerrioNorthwestern Mutual Investment Services,LLC otherCuna Brokerage Services, Inc. otherOtherMay 21, 2015Aug 27, 2015 (98 d)
Dennis John LiverettNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCuna Brokerage Services, Inc. otherOtherMay 20, 2015Jun 2, 2015
Martin James MangialardiSorrento Pacific Financial, LLC otherCuna Brokerage Services, Inc. otherOtherMay 19, 2015Aug 19, 2015 (92 d)
Aaron William JohnsonOsaic Institutions, Inc. otherCuna Brokerage Services, Inc. otherOtherMay 13, 2015May 29, 2015
Nick KaloyiosPrincipal Securities, Inc. otherCuna Brokerage Services, Inc. BD affiliatedOtherMay 12, 2015Aug 21, 2019 (1562 d)
Anastasia ThermosWilliam Blair & Company L.L.C. otherCuna Brokerage Services, Inc. otherOtherMay 8, 2015Jun 16, 2015 (39 d)
Carolina Berdoza MarquezWoodbury Financial Services, Inc. otherCuna Brokerage Services, Inc. otherOtherMay 1, 2015Jun 5, 2015 (35 d)
Marc D LivernoisMML Investors Services, LLC otherCuna Brokerage Services, Inc. otherOtherApr 29, 2015May 20, 2015
Eric Christian MartinezEdward Jones national BDCuna Brokerage Services, Inc. otherOtherApr 28, 2015May 14, 2015
Steven Ernest HartmanLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherApr 24, 2015May 13, 2015
Patrick A CefaloPnc Wealth Management otherCuna Brokerage Services, Inc. otherOtherApr 21, 2015May 11, 2015
Cody Ray FlattInvestment Centers Of America, Inc. otherCuna Brokerage Services, Inc. otherOtherApr 16, 2015Apr 22, 2015
Amy Jensen DatemaJ.P. Morgan Securities LLC wirehouseCuna Brokerage Services, Inc. otherOtherApr 8, 2015Apr 27, 2015
Jerold Keith JohnsonJ.P. Morgan Securities LLC wirehouseCuna Brokerage Services, Inc. otherOtherMar 27, 2015Jul 31, 2015 (126 d)
Sherri ThomasNationwide Investment Advisors, LLC otherCuna Brokerage Services, Inc. otherOtherMar 26, 2015Apr 13, 2015
Michael John VioletteU.S. Bancorp Investments, Inc. otherCuna Brokerage Services, Inc. BD affiliatedOtherMar 24, 2015Jul 3, 2019 (1562 d)
Robert Vincent PonciroliEagle Strategies LLC otherCuna Brokerage Services, Inc. otherOtherMar 6, 2015Mar 17, 2015
Merry Lisa ScalaCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherFeb 25, 2015Mar 12, 2015
Brian BourdonOv Capital unclassifiedCuna Brokerage Services, Inc. otherOtherFeb 6, 2015Mar 12, 2015 (34 d)
Benjamin James SchleicherPruco Securities, LLC otherCuna Brokerage Services, Inc. otherOtherFeb 6, 2015Feb 10, 2015
Tina Sue JordanAmeriprise Financial Services, LLC national BDCuna Brokerage Services, Inc. otherOtherJan 9, 2015Jan 30, 2015
Matthew AkersPnc Wealth Management otherCuna Brokerage Services, Inc. otherOtherDec 16, 2014Jan 5, 2015
Jerome Sanford AndersonSpc otherCuna Brokerage Services, Inc. otherOtherNov 17, 2014Nov 25, 2014
Matthew D. RussellCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherNov 11, 2014Nov 20, 2014
Chris Neil KaminakaBancwest Investment Services, Inc. (Bwis) otherCuna Brokerage Services, Inc. otherOtherOct 10, 2014Oct 21, 2015 (376 d)
Richard Scott HoelCetera Advisors LLC otherCuna Brokerage Services, Inc. BD affiliatedOtherOct 9, 2014Nov 25, 2019 (1873 d)
Brian Arnold HickoxPutnam Investment Management, LLC otherCuna Brokerage Services, Inc. otherOtherOct 6, 2014Mar 4, 2015 (149 d)
Donovan Jay EhrmanStrategic Advisers LLC national BDCuna Brokerage Services, Inc. otherOtherSep 29, 2014Oct 3, 2014
Danielle Christine FaisonAmeriprise Financial Services, LLC national BDCuna Brokerage Services, Inc. otherOtherSep 22, 2014Oct 3, 2014
Jeremy Andrew HawkinsLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherSep 10, 2014Sep 16, 2014
Russell James TomsSuntrust Investment Services, Inc. otherCuna Brokerage Services, Inc. otherOtherAug 19, 2014Sep 2, 2014
Jeffry Lane WoodcockJeff'S Investment Group, LLC. unclassifiedCuna Brokerage Services, Inc. otherOtherJul 31, 2014Jul 21, 2015 (355 d)
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