CUSO Financial Services and Sorrento Pacific Financial

CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are full-service broker-dealers and subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to financial institutions throughout the country, with billions in assets under administration. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisors with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.