Alan John Davis

Adviser/team AUM $10,000,000
Firm joining CUSO Financial Services, L.P.
Firm leaving CUNA Brokerage Services, Inc.
Adviser(s) location Poway, CA
Date November 21, 2017

Latest Moves to CUSO Financial Services, L.P.

Adviser(s) Date
Justin Timothy BaileyNovember 21, 2017
Lopez Duane DavisNovember 21, 2017
Jon Carl FoxNovember 21, 2017

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