Acquisition Announcement: Media

Thank you for your interest. Please review the press release on the previous page and the Media FAQ for additional details about this transaction.

We are eager to share the news of this exciting development, and would be happy to provide interviews, executive photos, and other information. Please reach out to the media contacts below.

CFS/SPF Media Contact

Clearpoint Agency, Inc.
Beth Walsh
beth@clearpointagency.com
760.230.2424

Atria Wealth Management Media Contact

KCD PR
Kevin Dinino
kevin@kcdpr.com
619.739.4265

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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