News

July 29, 2021

Atria’s WIS Opens Downtown San Jose Office

Firm expands turnkey wealth management program with Silicon Valley location Pasadena, CA — July 29, 2021 — Western International Securities, Inc. (WIS), an independent wealth management firm and wholly-owned subsidiary of Atria Wealth...
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April 8, 2021

Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.

Atria broker-dealer assets increase to over $95 billion of AUA New York, NY and Fresno, CA – April 8, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management...
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January 27, 2021

Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.

Atria subsidiaries continue to expand financial professional footprint and increase assets New York, NY and Fresno, CA – January 27, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth...
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December 21, 2020

Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Companies

#1 based on headcount growth and #2 based on asset growth  NEW YORK, NY – December 18, 2020 – Atria Wealth Solutions, Inc. (Atria), is a wealth management solutions holding...
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October 28, 2020

Atria’s WIS Opens Newport Beach Office & Welcomes the Johnson Wealth Group

The Johnson Wealth Group brings $385m of client assets to WIS Pasadena, CA – October 28, 2020 –  Western International Securities, Inc. (WIS), an independent wealth management firm and wholly-owned...
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May 20, 2020

Atria Wealth Solutions Completes Acquisition of Western International Securities

Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA  (more…)
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April 9, 2020

WIS Offers Texting App MyRepChat (At No Cost!)

We are excited to announce that WIS is working together with MyRepChat to provide an SEC and FINRA compliant text messaging system at no cost to WIS advisors. According to research by Twilio:...
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April 9, 2020

WIS and CallTower Now Offering Free Zoom Accounts

WIS and CallTower, a global leader in delivering cloud-based enterprise-class unified communications and collaboration solutions, announced today that they will be offering free Cisco® Webex Meetings and CT Cloud Meeting Powered by...
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April 8, 2020

WIS Is Open For Business

We're open for business and here for you. WIS has a cloud-based technology infrastructure that enables team members to work remotely. This includes applications like Zoom Video Communications, MyRepChat, DocuSign,...
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November 21, 2019

Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.

Atria adds new affiliation option; approaches 2,500 advisors. New York, NY and Pasadena, CA – November 21, 2019 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding...
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Fidelity:

2020 Fidelity Tax Information

Pershing:

2020 Pershing Tax Information

Wedbush:

2020 Wedbush Tax Statement Mailing Dates:

  • 1099R - February 1, 2021
  • 1099R Consolidated - February 8-16, 2021
  • 480.6 (PR) - March 1, 2021
  • 1042-S - March 16, 2021
  • 5498 - May 31, 2021

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