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We’re excited to announce that Atria is now part of LPL Financial. Read the full
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HELPING YOU BUILD A POWERFUL, SUCCESSFUL INVESTMENT PROGRAM.




ABOUT US

As nationwide broker-dealers and Registered Investment Advisors that have always
specialized in working with financial institutions — we understand your needs
and that of your clients.

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200+

Our growing number of investment programs within credit unions and banks offer
flexible, collaborative and responsive support to meet your financial planning
needs.


FOR FINANCIAL INSTITUTIONS

We partner with you to provide successful and technologically-advanced
investment programs that meet the needs of increasingly-mobile investment
clients.
 

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FOR INVESTMENT CLIENTS

CFS/SPF registered financial advisors work closely with you, no matter where you
are, to create and implement investment plans that help achieve your unique
goals and long-term objectives.

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JOIN OUR TEAM

We offer exciting and rewarding career opportunities for those who share our
belief that commitments to excellence and uncompromising levels of service are
critical to success.

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NEWS

CUSO FINANCIAL SERVICES AND SORRENTO PACIFIC FINANCIAL CELEBRATE 32 FINANCIAL
INSTITUTION PARTNERSHIPS IN 2023, REPRESENTING $240 BILLION IN TOTAL ASSETS

January 10, 2024

LARGEST CREDIT UNION IN HAWAII RENEWS PARTNERSHIP WITH CUSO FINANCIAL SERVICES

December 5, 2023

NAVY FEDERAL CREDIT UNION RENEWS PARTNERSHIP WITH CUSO FINANCIAL SERVICES

November 30, 2023


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FOOTER

Headquartered in San Diego, CA, with regional program management offices located
in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.

Office

10150 Meanley Drive
First Floor
San Diego, CA 92131
Get Directions

Contact Us

Media Inquiries:
Haven Tower Group
Email Donald C. Cutler
424.317.4864

Technology Inquiries: Unio™ Help Desk
uniohelp@cusonet.com

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SPF LinkedIn

© 2024 Atria Wealth Solutions, Inc.

Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral
Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information
| CFS/SPF Business Continuity Plan Summary

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Atria Wealth Solutions, Inc. (“Atria”) is not a registered investment adviser
(“RIA”) or broker-dealer and does not provide investment advice. Investment
products, services, and advice are only provided through Atria broker-dealer and
RIA subsidiaries.

Cadaret, Grant & Co., Inc. (“Cadaret Grant”), CUSO Financial Services, LP
(“CFS”), Grove Point Investments, LLC (“Grove Point”), NEXT Financial Group,
Inc. (“NEXT”), SCF Securities, Inc. (“SCF”), Sorrento Pacific Financial, LLC
(“SPF”), and Western International Securities, Inc. (“WIS”) are each registered
broker-dealers (Members FINRA/SIPC). Cadaret Grant; CFS; Grove Point Advisors,
LLC; NEXT; SCF Investment Advisors, Inc.; SPF; and WIS are each SEC registered
investment advisers.

Cadaret Grant; CFS; Grove Point; Grove Point Financial, LLC; NEXT; SCF; SCF
Investment Advisors, Inc.; SPF; and WIS are indirect wholly owned subsidiaries
of Atria.



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