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Board Revocations


CSA Board of Standards

At its discretion, and in accordance with policies effective January 1, 2006, the CSA Board of Standards (“CSA Board”) makes publicly available the names of certain persons who have had their right to use the CSA designation and/or marks permanently revoked as a result of formal CSA Board review.

The CSA Board has permanently revoked the right to use the CSA designation and/or marks for the following individuals:

2008 Revocations

Name Month of Revocation CSA Code Violation(s)
Everhart, Steven G. January Rule 304
Diamond, Mark January Rule 304
Heuermann, Anthony February Rules 509,306
Crews, Mark John March Rules 203,306
Bluestein, Frank J. May Rules 304, 509
Buttacavoli, Glen F. May Rule 203
O'Neill, Annmarie July Rules 201, 203
Wellshear, Thad July Rules 104, 304
Skinner, Toby July Rules 203, 509
Simpkins, Terry W. July Rules 203, 509
Atkins, Larry M. July  Rules 101, 509

2007 Revocations

Name Month of Revocation CSA Code Violation(s)
Winters, Scott C. March Rule 203
Ruggles, Kelly C. March Rule 203
Martin, Luke M. April Rule 104
Sheldon, Robert C. April Rules 104, 203
Kothe, Jeffrey L. April Rules 101, 203, 305
Yarn, Steven D April Rule 203
Jamieson, William R. May Rules 203, 305, 504
Smith, William C. May Rule 203
Hart III, William D. May Rule 203
Sullivan, Kevin E. May Rule 203
Jehn, Matthew M. June Rule 203
Beninato, Joseph M. June Rule 203
Smelser, Harry L. July Rule 203
Lash, Russell E. July Rule 203
O'Brien, Denis T. September (orig. susp. 5/04) Rules 203, 504
Heath, Daniel W. September (orig. susp. 5/04) Rules 203, 504
Marasso, Jeffrey B. September Rule 203
Mikhail, Robert J. September Rule 203
Fontaine-Galati, Tina J September Rule 104
Anzuoni, Steven M. November Rules 203, 306, 504

2007 Other

Name Month of Initial Review Description
Allen, Sharon March Resigned during CSA Board review

2006 Revocations

Name Month of Revocation CSA Code Violation(s)
Geier, Robert W. April Rule 504
Sneed, Clifton C. July Rule 502
Vogt, Donna M. September Rules 101, 203, 504
West, Robert L. October Rules 101, 203, 504
Barkate, Anthony H. November Rule 304 (nonresponse)

(List current as of February 25, 2008)

To view/download the CSA Code of Professional Responsibility, click here.

© 2006, 2007 Society of Certified Senior Advisors®