Client Announcements

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  • Benjamin F. Edwards and Co. to offer enhanced portfolio measurement tool

    August 5, 2011 - ST. LOUIS, MO, — With the addition of five experienced financial services veterans - including two who have each served in branch leadership roles - Benjamin F. Edwards & Co. is opening a branch in Red Bank, N.J., today and establishing a presence in the Garden State, company officials announced. All are transferring from Wells Fargo Advisors and, collectively, represent 90 years of experience.

  • Sorrento Pacific Financial, LLC Selects Albridge Solutions to Expand Enterprise Data Management and Wealth Reporting Services

    April 18, 2011 - SAN DIEGO, CA, — Sorrento Pacific, Financial, LLC (SPF) a full-service broker-dealer and SEC registered investment advisor providing customized investment, wealth management and insurance solutions to the financial industry, has selected Albridge Solutions, Inc., an affiliate of Pershing LLC, a BNY Mellon company, to provide enhanced data management and wealth reporting solutions to the network of SPF investment advisors, including both independent and bank-based advisors. SPF will offer six months of the service to advisors free-of-charge.

  • CFS, L.P. Selects Albridge Solutions to Expand Data Management and Wealth Reporting Services

    March 30, 2011 - SAN DIEGO, CA, — CUSO Financial Services, L.P., (CFS) a full-service broker-dealer and SEC Registered Investment Adviser that provides customized investment and insurance solutions to the credit union industry, has selected Albridge Solutions, Inc., an affiliate of Pershing LLC, a BNY Mellon company, to provide enhanced data management and wealth reporting solutions to advisors within the CFS network. CFS will offer six months of the service to advisors free-of-charge, to give them time to become familiar with its capabilities.