CUSO Financial Services L.P.: (CRD#:42132/SEC#: 801-60300,8-49711)
This company also does business under the name CUSO Financial Services, Ltd., and is licensed in 53 U.S. States and Territories. They are located in San Diego, California.
CUSO Financial was first formed in California in 1996. CUSO Financial is indirectly owned by Atria Wealth Solutions (AWS). AWS 3 Inc. owns 75 percent or more. AWS 1 LLC owns 25 percent but less than 50 percent.
CUSO Financial Services was established in 1997 and provides products and services to over 200 financial institutions throughout the country, with $30+ billion in assets under administration.
Attorney Matthew Wolper
Matt Wolper is a trial lawyer who focuses exclusively on securities litigation and arbitration. Mr. Wolper has handled hundreds of securities matters nationwide before the Financial Industry Regulatory Authority (FINRA), American Arbitration Association (“AAA”), JAMS, and in state and federal court. Mr. Wolper has handled and tried cases involving complex financial products and strategies ranging from traditional stocks and bonds to options, margin and other securities-based lending products, closed/open-end mutual funds, structured products, hedge funds, and penny stocks.
[Attorney Bio]