Ruthanne Grace Monteleone

Current Employers

Employment History

• 04/2013 → 11/2024
  Citadel Federal Credit Union
  Chester Springs, PA
• 04/2013 → 11/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2014-05-08 → 2024-11-27
  Cuso Financial Services, L.P.
  Downington, PA
  Chester Springs, PA
  Limerick, PA
  Paoli, PA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/27/2024 2) RUTHANNE MONTELEONE, 559 W. Uwchlan Ave, Suite 220, Exton PA 19341, United States, 11/27/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 15 HR/MO - 10 HR/MO TRADING 3) PLAN AND PROSPER FINANCIAL PARTNERS LLC, 559 W. Uwchlan Ave, Suite 220, Downingtown, PA 19335 PA 19335, United States, 11/27/2024, Owner, Technology Services, INV REL, 160 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-05
• S63 Uniform Securities Agent State Law Examination
  2013-08-27

Designations

Other Names

• Ruthanne Monteleone