2015

June – CFS and SPF ranked #34 on 50 Biggest Independent Broker-Dealers by Financial Planning Magazine.
May – CFS Program Managers named to Top Program Managers in the Nation list by Bank Investment Consultant Magazine.
April – CFS/SPF garnered the BISA Technology Innovation Award for our online profiling tool, BuildMyProfile™.
May – CFS ranks #3 for Top Healthiest Mid-size Company in San Diego.
January – CFS ranked #13 for Largest Private Companies Headquartered in San Diego County by the San Diego Business Journal.

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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