DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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 |
|---|---|---|---|---|---|
| Jason Lewis | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2025 | Jul 14, 2025 |
| Esau Cruz Quiroz | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2025 | Mar 20, 2025 |
| Karina Ludwika Kopaniecka | Raymond James & Associates, Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2025 | Mar 3, 2025 |
| Joseph Robert Herron | Cetera Investment Advisers LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2025 | Feb 21, 2025 |
| Brandon Baxter | Huntington Financial Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2025 | Jan 7, 2025 |
| Dan Wakin | Income Advisors, LLC unclassified | Cuso Financial Services, L.P. BD affiliated | Other | Dec 31, 2024 | Feb 4, 2025 (35 d) |
| Michael J Kenyon | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 22, 2024 | Dec 3, 2024 |
| Marcin Filip Swiderski | Gwn Securities Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2024 | Oct 28, 2024 |
| Alexander Gerhard Forster | Santander Securities BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2024 | Mar 18, 2025 (141 d) |
| Trinidad Salinas | Charles Schwab & Co., Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2024 | Dec 17, 2024 (78 d) |
| Thomas Ryan Kushnerick | T. Rowe Price Advisory Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2024 | Sep 27, 2024 |
| Anna Bowers | Cetera Investment Advisers LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2024 | Sep 24, 2024 |
| Ryan Chapman | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2024 | Sep 11, 2024 |
| Richard Cole | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 26, 2024 | Aug 28, 2024 |
| Thomas William Hazelhoff | M Holdings Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 26, 2024 | Feb 7, 2025 (165 d) |
| Glenn Andrew Gardiner | Pnc Wealth Management BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2024 | Aug 28, 2024 |
| Dennis Michael Sexton | Advice And Planning Services BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2024 | Apr 3, 2025 (229 d) |
| Kaley Dwight Fleig | Fbl Wealth Management, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2024 | Jan 13, 2025 (152 d) |
| David Anthony Kanongataa | Kestra Advisory Services, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2024 | Aug 12, 2024 |
| David B Panko | Prosperity Capital Advisors independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 29, 2024 | Nov 25, 2024 (119 d) |
| Nicole Renee Wright | Raymond James & Associates, Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2024 | Jul 24, 2024 |
| Matthew Lucas Brown | Nationwide Investment Advisors, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 19, 2024 | Dec 2, 2024 (136 d) |
| Thiago G Silveira | Morgan Stanley wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2024 | Jul 2, 2024 |
| Jeffrey Alan Birk | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 27, 2024 | Jul 2, 2024 |
| Jeffrey Dennis | Foguth Wealth Management, LLC. independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 25, 2024 | Oct 7, 2024 (104 d) |
| Justin David Meservier | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2024 | Sep 30, 2024 (98 d) |
| Ian Van Epperson | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2024 | May 28, 2024 |
| Shannon Marlene Drobny | The Ameriflex Group BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2024 | Jun 3, 2024 |
| Joshua Levi Ruggles | Daus Financial Group, LLC independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | May 17, 2024 | Apr 15, 2024 |
| Norberto Mauricio Carmona | LPL Financial LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2024 | May 23, 2024 |
| Kameron David Anderson | Morgan Stanley wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 8, 2024 | May 2, 2024 |
| Peter Torrey Fredericks | Osaic Fs, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2024 | May 9, 2024 |
| Michael Pak | Park Avenue Securities LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2024 | Apr 29, 2024 |
| Shannon Taylor | Pruco Securities, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 18, 2024 | Apr 19, 2024 |
| Ryan Charles Dutil | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 16, 2024 | Apr 15, 2024 |
| Johnny Ray Medlin | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2024 | Apr 1, 2024 |
| Evan Matthew Valeri | Thrivent Investment Management Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2024 | Mar 25, 2024 |
| Gillian Stoddard | B. Riley Wealth Advisors, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2024 | Mar 28, 2024 |
| Jeffery William Zemp | Fidelity Personal And Workplace Advisors BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2024 | Mar 6, 2024 |
| Tristan Cyle Peterman | J.P. Morgan Securities LLC wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 2, 2024 | Mar 6, 2024 |
| Joseph Capone | Florida Financial Advisors, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2024 | Apr 16, 2024 (46 d) |
| Felix Gutierrez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 21, 2024 | Jan 23, 2025 (337 d) |
| Omunique Owens | First Command Advisory Services BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2024 | Apr 17, 2024 (77 d) |
| Brad James Bryan | Charles Schwab & Co., Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 25, 2024 | Jan 31, 2024 |
| Pavel Mordasov | Janney Montgomery Scott LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 18, 2024 | Jan 29, 2024 |
| Kaleb Baker | Pnc Wealth Management BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2024 | Jan 2, 2024 |
| Helmut Garcia | MML Investors Services, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2024 | Dec 26, 2023 |
| Juan Manuel Herrera | Ameriprise Financial Services, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2023 | Dec 26, 2023 |
| Dean Adam Mioli | Sei Investments Management Corp other | Cuso Financial Services, L.P. BD affiliated | Other | Nov 28, 2023 | Jan 31, 2024 (64 d) |
| Ann J Wilson | Fifth Third Securities, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2023 | Nov 20, 2023 |
| Brian Joseph Wyzgowski | Cambridge Investment Research Advisors, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2023 | Nov 17, 2023 |
| Andrew Covic | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2023 | Nov 16, 2023 |
| Kelly Allen Angell | Raymond James Financial Services Advisors, Inc BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2023 | Mar 12, 2024 (126 d) |
| Hunter Mires | J. W. Cole Advisors, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 3, 2023 |
| Keenan Retterath | Woodbury Financial Services, Inc. BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2023 | Oct 9, 2023 |
| Rajesh M. Bhanshali | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 9, 2023 | Nov 3, 2023 |
| Sage Justin Bleakney | Lincoln Investment independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 27, 2023 | Jan 8, 2024 (103 d) |
| Matthew Wallace | Equitable Advisors, LLC national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2023 | Dec 13, 2023 (85 d) |
| Kevin Lee Vigil | Wells Fargo Advisors wirehouse | Cuso Financial Services, L.P. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 13, 2023 | Oct 3, 2023 |
| Carolyn R Barnaba | Key Investment Services LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2023 | Sep 19, 2023 |
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950 moves match.