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| Company Name: | ATRIA WEALTH SOLUTIONS |
| Employer identification number (EIN): | 825185377 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
| Date | Description |
|---|---|
| 2024-10-15 | 825185377 Change of name detected from CUSO FINANCIAL SERVICES, LP to ATRIA WEALTH SOLUTIONS, INC. |
| 2022-08-30 | 825185377 Change of name detected from CUSO FINANCIAL SERVICES, L.P. to ATRIA WEALTH SOLUTIONS |
| 2022-08-30 | 825185377 Change of plan name detected from CUSO FINANCIAL SERVICES, L.P. WELFARE BENEFITS PLAN to ATRIA WEALTH SOLUTIONS WELFARE BENEFITS PLAN for plan ID 501 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 501 | ATRIA WEALTH SOLUTIONS WELFARE BENEFITS PLAN | 2008-09-01 | 2008-09-01 |
| 001 | ATRIA WEALTH SOLUTIONS 401(K) PLAN | 1999-01-01 | 1999-01-01 |
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