In 2017, Dan Kilroy was instrumental in successfully concluding the acquisition of the two sister companies where he works as CFO, while at the same time managing the ongoing financial affairs of the growing investment services firms.
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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.
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10150 Meanley Drive
First Floor
San Diego, CA 92131
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Call Us: 800.686.4724
Fax: 1.858.530.4444
Email Us: cfsweb@cusonet.com
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CUSO Financial Services, LP (Member FINRA / SIPC) © 2022
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
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.
Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.
