Advisor moves

Arrivals at Cuna Brokerage Services, Inc.

671 moves
AdvisorFromToTypeLeftRegistered
John David AndersonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherCuna Brokerage Services, Inc. otherOtherJul 25, 2014Aug 5, 2014
Timothy Alexander QuigleySorrento Pacific Financial, LLC otherCuna Brokerage Services, Inc. otherOtherJul 21, 2014Apr 1, 2015 (254 d)
Amelia Leigh ThomasPnc Managed Account Solutions, Inc. otherCuna Brokerage Services, Inc. otherOtherJul 9, 2014Aug 5, 2014
Andrew William ShawEdward Jones national BDCuna Brokerage Services, Inc. otherOtherJul 1, 2014Jul 14, 2014
John Fitzgerald GreccoValic Financial Advisors, Inc. otherCuna Brokerage Services, Inc. otherOtherMay 14, 2014Jun 2, 2014
Scott Douglas CoveyWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherMay 6, 2014May 20, 2014
Nathan RodgersNationwide Securities, LLC no RAUMCuna Brokerage Services, Inc. otherOtherMay 1, 2014May 6, 2014
Juan Jose GuevaraJ.P. Morgan Securities LLC wirehouseCuna Brokerage Services, Inc. otherOtherApr 9, 2014Apr 22, 2014
Matthew Stephen BellinAmeriprise Financial Services, LLC national BDCuna Brokerage Services, Inc. otherOtherMar 24, 2014Apr 1, 2014
Robert Dante ScafaFirst Brokerage America, L.L.C. unclassifiedCuna Brokerage Services, Inc. otherOtherMar 17, 2014Mar 18, 2014
David S RyanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherMar 14, 2014Jun 10, 2014 (88 d)
Anthony John GrubaCambridge Investment Research Advisors, Inc. otherCuna Brokerage Services, Inc. otherOtherFeb 28, 2014Dec 17, 2017 (1388 d)
Douglas Blake StocklanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherFeb 4, 2014Feb 24, 2014
Jarryd Mychal ReyesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherFeb 4, 2014Feb 19, 2014
Ronald Lee WeatherlyLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherJan 22, 2014Jun 3, 2014 (132 d)
Steven SchleupnerPark Avenue Securities LLC otherCuna Brokerage Services, Inc. otherOtherJan 22, 2014Jul 10, 2014 (169 d)
Steven Michael BenzingLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherJan 21, 2014Feb 4, 2014
Jeremy Allen YoungThrivent Investment Management Inc. otherCuna Brokerage Services, Inc. otherOtherJan 20, 2014Jan 23, 2014
Mark Alan GorgeWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherJan 15, 2014Jan 23, 2014
Michelle Denise CooleyFirst Allied Advisory Services, Inc. otherCuna Brokerage Services, Inc. otherOtherJan 15, 2014May 27, 2014 (132 d)
Mark R SteinCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherJan 13, 2014Jan 23, 2014
Michael Kevin LewallenPruco Securities, LLC otherCuna Brokerage Services, Inc. otherOtherJan 7, 2014Jan 10, 2014
Kevin R EidellMorgan Stanley wirehouseCuna Brokerage Services, Inc. otherOtherJan 3, 2014Jan 22, 2014
Reed NicholsWindward Capital Management Co otherCuna Brokerage Services, Inc. BD affiliatedOtherJan 2, 2014Jul 20, 2020 (2391 d)
John Kevin BurtonLegacy Investment Advisors, LLC unclassifiedCuna Brokerage Services, Inc. otherOtherDec 31, 2013Mar 26, 2014 (85 d)
Cynthia Lynn GarciaLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherDec 31, 2013Jan 15, 2014
Alexandra MarquezUBS Financial Services Inc. wirehouseCuna Brokerage Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankDec 31, 2013Apr 15, 2019 (1931 d)
Suzanne L TonelliLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherDec 19, 2013Mar 5, 2014 (76 d)
Michael David KingD.A. Davidson & Co. otherCuna Brokerage Services, Inc. otherOtherDec 18, 2013Jan 5, 2015 (383 d)
Ariel MonsivaisLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherDec 16, 2013May 12, 2014 (147 d)
Joseph E SheaMorgan Stanley wirehouseCuna Brokerage Services, Inc. otherOtherDec 10, 2013Dec 16, 2013
Trenton SchraderAssetmark, Inc. otherCuna Brokerage Services, Inc. otherOtherNov 14, 2013Dec 10, 2013
Jennifer Ann BurkholderElder Law Management, Elder Law Planning Services otherCuna Brokerage Services, Inc. mixed wealthOtherNov 12, 2013Oct 5, 2018 (1788 d)
Bryce Derek HolleyWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherNov 8, 2013Nov 18, 2013
Brian Michael TurpenCuso Financial Services, L.P. otherCuna Brokerage Services, Inc. otherOtherNov 1, 2013Nov 7, 2013
Daniel John NowakStrategic Advisers LLC national BDCuna Brokerage Services, Inc. otherOtherOct 21, 2013Jul 21, 2014 (273 d)
Ashlee E Vingle HowardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherOct 21, 2013Nov 13, 2013
Lopez Duane DavisFirst Tennessee Advisory Services, Inc. otherCuna Brokerage Services, Inc. otherOtherOct 10, 2013Jul 15, 2015 (643 d)
Kristin Anne MeaderGlading Group, LLC no RAUMCuna Brokerage Services, Inc. otherOtherOct 9, 2013Nov 6, 2013
Elice Jihyeon LeeAssetmark, Inc. otherCuna Brokerage Services, Inc. otherOtherOct 9, 2013Nov 19, 2013 (41 d)
Michael William BeckLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherSep 25, 2013Sep 27, 2013
Phillip William CruikshankCetera Investment Advisers LLC otherCuna Brokerage Services, Inc. otherOtherAug 30, 2013Sep 9, 2013
Aaron Russell HandfieldJ.P. Morgan Securities LLC wirehouseCuna Brokerage Services, Inc. otherOtherAug 12, 2013Aug 27, 2013
David Andrew PaulSuntrust Investment Services, Inc. otherCuna Brokerage Services, Inc. otherOtherAug 5, 2013Aug 22, 2014 (382 d)
Dave MohammedPrincipal Securities, Inc. otherCuna Brokerage Services, Inc. otherOtherJul 29, 2013Aug 13, 2013
Robert TrainaWells Fargo Advisors wirehouseCuna Brokerage Services, Inc. otherOtherJul 15, 2013Jul 23, 2013
Joseph Frank ShinskeCetera Advisor Networks LLC otherCuna Brokerage Services, Inc. otherOtherJul 9, 2013Jul 29, 2013
Mary Josephine DraayerCaptrust Financial Advisors otherCuna Brokerage Services, Inc. otherOtherJun 19, 2013Oct 17, 2013 (120 d)
Gregory Scott LatiniWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherJun 4, 2013Jun 7, 2013
Christine Marie BristowLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherMay 22, 2013Jul 18, 2013 (57 d)
Karis A CoxMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherMay 21, 2013Feb 9, 2015 (629 d)
Natalie YoungMercer Global Advisors Inc. otherCuna Brokerage Services, Inc. otherOtherMay 18, 2013Aug 6, 2013 (80 d)
Justy Abran ArmijoGwn Securities Inc. otherCuna Brokerage Services, Inc. otherOtherMay 17, 2013Mar 31, 2015 (683 d)
Noel Aaron ToddMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherMay 3, 2013Aug 1, 2013 (90 d)
Amy Jean KomisLPL Financial LLC otherCuna Brokerage Services, Inc. otherOtherApr 30, 2013May 21, 2013
Frank Robert PecorellaCitigroup Global Markets Inc. otherCuna Brokerage Services, Inc. otherOtherApr 25, 2013May 3, 2013
Tiffany Lavonne KramerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCuna Brokerage Services, Inc. otherOtherApr 23, 2013May 7, 2013
Fred Mcclusky PalmerNfp Advisor Services, LLC otherCuna Brokerage Services, Inc. otherOtherApr 19, 2013Jul 22, 2013 (94 d)
Christopher PhillipsVoya Financial Partners, LLC otherCuna Brokerage Services, Inc. otherOtherApr 5, 2013Apr 19, 2013
John F HeinzingerThurston Springer Financial otherCuna Brokerage Services, Inc. otherOtherApr 1, 2013May 24, 2013 (53 d)
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