Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: CUSO Financial Services, LP
  • Street Address: 10150 Meanly Drive, First Floor
  • City: San Diego
  • State, or Country if outside the US: CA
  • Zip Code: 92131

Submitted By

  • Name: Maria Seedner
  • Title: Corporate Counsel
  • Firm name (if different than entity):
  • Telephone Number: (858) 354-8742
  • Email Address: maria.seedner@atriawealth.com
  • Relationship to entity whose information was compromised: Counsel

Breach Information

  • Total number of persons affected (including residents): 75116
  • Total number of Maine residents affected: 34
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: December 19, 2023
  • Date Breach Discovered: September 10, 2024
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with:

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: October 28, 2024
  • Copy of notice to affected Maine residents: Exhibit_A.pdf
  • Date of any previous (within 12 months) breach notifications: 02/16/2024
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: 12 months of credit monitoring and identity protection services through Experian