JEFFREY SCOTT DIERKSHEIDE

JEFFREY SCOTT DIERKSHEIDE is currently employed as a Broker and/or Investment Adviser at CUSO FINANCIAL SERVICES, L.P. located at 604 E. Bloomingdale Avenue, Brandon, FL, 33511.

JEFFREY SCOTT DIERKSHEIDE has worked at CUSO FINANCIAL SERVICES, L.P. since May 19, 2014

Disclosure History

JEFFREY SCOTT DIERKSHEIDE has 2 Disclosure Event(s).

Date: February 26, 2016
Category: Customer Dispute
Allegations: Clients allege representative misrepresented annuity products purchased in 2014. Firm has reviewed the complaint and found no evidence of misrepresentation, that all appropriate disclosures were made and reconfirmed the suitability of the transactions.

Date: July 31, 2008
Category: Financial
Type: Bankruptcy
Disposition: Discharged
Broker Comment: ALL DATES AND DOCUMENTATION WAS PROVIDED TO EDWARD JONES COMPLIANCE DEPT PRIOR TO BEING HIRED BY THE FIRM. THE FILING WAS ORIGINALLY CHAPTER 13 AND THEN CONVERTED TO A CHAPTER 7. THERE WAS ONLY ONE FILING, NOT TWO. **Data amended with substantiated dates.

More Information

All individuals registered to sell securities or provide investment advice are required to disclose customer complaints and arbitrations, regulatory actions, employment terminations, bankruptcy filings and criminal or civil judicial proceedings.

A disclosure includes information about customer disputes, disciplinary events and financial matters on the broker's record as reported by securities regulators, the individual broker, and any involved firms. Some of these items may involve pending actions or allegations that have not been resolved or proven. The presence of a disclosure does not automatically indicate any wrongdoing.

BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.

To view the full report for JEFFREY SCOTT DIERKSHEIDE, click here.

The use of BrokerCheck data is subject to the BrokerCheck Terms of Use.