CUSO Financial Announces New Partnership with Mobiloil Credit Union

$1 billion Texas-based financial institution joins broker-dealer with singular focus on credit unions

San Diego, CA, and Beaumont, TX — May 16, 2023 — CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), announces a multi-year agreement with Mobiloil Credit Union (Mobiloil) to support and grow its wealth management program. Established in 1935 as Magnolia Employees Beaumont Texas Federal Credit Union, Mobiloil serves nearly 75,000 members with over $1 billion in assets from twelve branches throughout southeastern Texas.

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May 17, 2023

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.

$1 billion Texas-based financial institution joins broker-dealer with singular focus on credit unions

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