Duane F. Porter

Current Employers

Employment History

• 02/2014 → 07/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2019 → 08/2019
  Sorrento Pacific, Llc
  San Diego, CA
• 08/2019 → Present
  Dfp Financial & Consulting
  San Diego, CA
• 09/2019 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2019-08-12 → 2019-08-30
  Sorrento Pacific Financial, Llc
  San Diego, CA
  Prineville, OR
• 2014-02-28 → 2019-07-23
  Cuso Financial Services, L.P.
  San Diego, CA
  Helena, MT
  Helena, MT
  Bozeman, MT
  Bend, OR
  Prineville, OR
• 2006-02-09 → 2013-12-26
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Waverly, IA
  Bend, OR
  Bend, OR
  La Center, WA
  Bend, OR

Other Businesses

1. Porter & Porter, LLC. DBA: DFP Financial & Consulting, non-investment related, 3954 SE Riverview Rd., Owner , START DATE:8/1/2018 APPROXIMATE NUMBER OF HOURS/MONTH:200 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 2. Crook County Sheriff's Mounted Posse, since 5/1/2024, Charity. Officer/1st. Lieutenant. Volunteer Sworren Mounted Posse Member. Duties: primarily ceremonial events like parades representing the heritage of the Sheriff's Department. Promoted to 1st Leutentan Non-investment related, 1-10% time spent on activity during non-securities hrs. 5hrs total hrs per month. Zero hrs during securities trading hours. 3. Porter & Porter Insurance Agency, since 2/1/2026, DBA DFP Financial & Consulting, Independent Insurance Agency, Health Insurance, 4. Oregon Association of Mounted Posse, since 2/23/2026, Charity, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-17
• S63 Uniform Securities Agent State Law Examination
  2001-01-11

Other Names

• Duane F. Porter
• Duane Porter