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300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED_RES | 2021-02-08 |
| IL | RA | APPROVED | 2013-03-26 |
Branch Locations
300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baxter Credit Union | Vernon Hills | IL | 08/2006 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 07/2010 | 06/2023 |
| Bcu Wealth Advisors, Llc | Vernon Hills | IL | 03/2013 | Present |
| Lpl Financial Llc | Vernon Hills | IL | 06/2023 | Present |
1) 5/24/2023- BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 08/10/2023 - BCU Wealth Advisors, LLC - Investment Related - At reported business location(s) - Registered Investment Advisor Hybrid IAR - Start Date 06/30/2023 - 120 Hours Per Month 98 Hours During Trading - I provide investment advisory services through BCU Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 6/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 08/10/2023 - BCU Wealth Advisors, LLC - Investment Related - At reported business location(s) - Registered Investment Advisor DBA IAR - Start Date 06/30/2023 - 120 Hours Per Month 98 Hours During Trading 4) 06/11/2024 - BCU Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 160 Hours per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-06 |
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