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NEVIL DHABHAR
CRD#: 3046007
IA
Investment Adviser
B
Broker
CUSO FINANCIAL SERVICES, L.P.CRD#: 42132 3447 Atlantic Ave
Long Beach, CA 90807
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2022 - Present (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2005 - 2021 (16 years)BE*TRADE SECURITIES LLC (CRD# 29106)2002 - 2004 (2 years)BDREYFUS BROKERAGE SERVICES, INC. (CRD# 7289)1999 - 2000 (<1 year)BSALOMON SMITH BARNEY INC. (CRD# 7059)1998 - 1998 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2021 (3 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2005 - 2018 (13 years)IAE*TRADE ADVISORY SERVICES, INC. (CRD# 111178)2002 - 2003 (1 year)
License(s)

State Registrations

B
California 10/14/2022

IA
California 10/14/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CUSO FINANCIAL SERVICES, L.P. (CRD#:42132)
3447 Atlantic Ave, Long Beach, CA 90807
Registered with this firm since 10/14/2022

B
CUSO FINANCIAL SERVICES, L.P. (CRD#:42132)
3447 Atlantic Ave, Long Beach, CA 90807
Registered with this firm since 10/14/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/13/2018 - 07/26/2021 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
B
07/01/2005 - 07/20/2021 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) TORRANCE, CA
IA
07/01/2005 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) TORRANCE, CA
B
02/08/2002 - 10/26/2004 E*TRADE SECURITIES LLC (CRD#:29106) JERSEY CITY, NJ
IA
05/30/2002 - 09/22/2003 E*TRADE ADVISORY SERVICES, INC. (CRD#:111178) BEVERLY HILLS, CA
B
07/27/1999 - 03/15/2000 DREYFUS BROKERAGE SERVICES, INC. (CRD#:7289) LOS ANGELES, CA
B
06/04/1998 - 12/21/1998 SALOMON SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.