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JOHN TREZZA JR
CRD#: 1367705
IA
Investment Adviser
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Broker
CUSO FINANCIAL SERVICES, L.P.CRD#: 42132 1500 SPRING GARDEN STREET
Suite 500
PHILADELPHIA, PA 19130
Registration History
1985199019952000200520102015202020252 FIRMS1992 - 1993 (<1 year)2 FIRMS2004 - 2007 (2 years)2 FIRMS2007 - 2010 (2 years)2 FIRMS2010 - Present (14 years)BQUICK & REILLY, INC. (CRD# 11217)2001 - 2004 (3 years)BDREYFUS INVESTMENT SERVICES CO... (CRD# 17477)1994 - 2001 (6 years)BDREYFUS FINANCIAL SERVICES COR... (CRD# 42430)1997 - 2000 (3 years)BESSEX NATIONAL SECURITIES, INC. (CRD# 25454)1994 - 1994 (<1 year)BSEI FINANCIAL SERVICES COMPANY (CRD# 10690)1993 - 1994 (<1 year)BJOHN HANCOCK MUTUAL LIFE INSUR... (CRD# 5181)1989 - 1994 (4 years)BJOHN HANCOCK DISTRIBUTORS, INC. (CRD# 468)1989 - 1992 (2 years)BPHILIPS, APPEL & WALDEN, INC. (CRD# 659)1986 - 1988 (2 years)BFIRST JERSEY SECURITIES, INC. (CRD# 6621)1985 - 1986 (<1 year)IAQUICK & REILLY, INC. (CRD# 11217)2002 - 2004 (2 years)
License(s)

State Registrations

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Arizona 1/5/2012

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New Jersey 5/20/2010

B
Arkansas 11/21/2024

B
North Carolina 9/5/2013

B
Colorado 7/10/2015

B
Ohio 12/12/2013

B
Delaware 5/20/2010

B
Pennsylvania 5/19/2010

B
Florida 7/6/2010

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Pennsylvania 5/19/2010

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Georgia 6/4/2013

B
South Carolina 11/15/2013

B
Illinois 6/8/2015

B
Texas 4/8/2022

B
Louisiana 7/25/2016

IA
Texas 12/22/2023

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Maryland 5/30/2012

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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CUSO FINANCIAL SERVICES, L.P. (CRD#:42132)
1500 SPRING GARDEN STREET Suite 500, PHILADELPHIA, PA 19130
110 Black Rock Road, Phoenixville, PA 19460
Registered with this firm since 5/19/2010

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CUSO FINANCIAL SERVICES, L.P. (CRD#:42132)
1500 SPRING GARDEN STREET Suite 500, PHILADELPHIA, PA 19130
110 Black Rock Road, Phoenixville, PA 19460
Registered with this firm since 5/19/2010

Previous Registration(s)
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07/02/2007 - 05/17/2010 INFINEX INVESTMENTS, INC. (CRD#:35371) LAWRENCEVILLE, NJ
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07/02/2007 - 05/17/2010 INFINEX INVESTMENTS, INC. (CRD#:35371) LAWRENCEVILLE, NJ
IA
08/09/2004 - 06/29/2007 CCO INVESTMENT SERVICES CORP. (CRD#:39550) VOORHEES, NJ
B
08/09/2004 - 06/29/2007 CCO INVESTMENT SERVICES CORP. (CRD#:39550) VOORHEES, NJ
IA
08/27/2002 - 08/06/2004 QUICK & REILLY, INC. (CRD#:11217) HADDONFIELD, NJ
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04/25/2001 - 08/06/2004 QUICK & REILLY, INC. (CRD#:11217) NEW YORK, NY
B
07/06/1994 - 04/17/2001 DREYFUS INVESTMENT SERVICES CORPORATION (CRD#:17477) PITTSBURGH, PA
B
04/25/1997 - 12/31/2000 DREYFUS FINANCIAL SERVICES CORPORATION (CRD#:42430) NEW YORK, NY
B
04/29/1994 - 07/06/1994 ESSEX NATIONAL SECURITIES, INC. (CRD#:25454) NAPA, CA
B
07/16/1993 - 05/03/1994 SEI FINANCIAL SERVICES COMPANY (CRD#:10690) OAKS, PA
B
06/24/1989 - 03/03/1994 JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (CRD#:5181) BOSTON, MA
B
08/03/1992 - 07/02/1993 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
B
08/03/1992 - 07/02/1993 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
B
06/24/1989 - 04/21/1992 JOHN HANCOCK DISTRIBUTORS, INC. (CRD#:468) BOSTON, MA
B
01/15/1986 - 02/05/1988 PHILIPS, APPEL & WALDEN, INC. (CRD#:659)
B
06/18/1985 - 01/22/1986 FIRST JERSEY SECURITIES, INC. (CRD#:6621)
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Broker
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Investment Adviser
Disclosures
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