2014

March – Our Mobile Scanning App for financial professionals won the BISA Tech Innovation Award.
March – Executive Vice President Kevin Mummau inducted into the BISA Circle of Excellence.
May – With more than 75 finalists, CFS ranked within the Top 5 Healthiest Mid-size Companies in San Diego.
May – Four CFS-affiliated program managers were included in the Top 20 Program Managers by Bank Investment Consultant.
January – CFS ranked #14 for Largest Private Companies Headquartered in San Diego County.

May 21, 2020

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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