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300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-16 |
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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Palatine | IL | 03/2016 | 07/2017 |
| Jp Morgan Securities Llc | Palatine | IL | 03/2016 | 07/2017 |
| Pnc Bank | Northbrook | IL | 07/2017 | 10/2018 |
| Pnc Investments | Pittsburgh | PA | 07/2017 | 10/2018 |
| Pnc Bank | Northbrook | IL | 10/2018 | 09/2020 |
| Baxter Credit Union | Vernon Hills | IL | 10/2020 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 10/2020 | 06/2023 |
| Lpl Financial Llc | Vernon Hills | IL | 06/2023 | Present |
| Bcu Wealth Advisors, Llc | Vernon Hills | IL | 09/2022 | Present |
1) 6/29/2023 - BCU Wealth Advisors, LLC- DBA for LPL Business (entity for LPL business- Inv. Related- At reported business location(s) 2) 06/30/2023- Real Estate Rental - Owner - Inv. related- Evanston, IL- start date 1/1/2015- 1hrs/mth 3) 08/22/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/30/2023 - 160 Hours Per Month/ 130 Hours During Trading - Time Spent 100% - I provide administrative support to BCU Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 6/2023. I expect to spend approximately 160 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. 4) 08/29/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor DBA - Admin- Investment Related - At Reported Business Location(s) - Start Date 06/30/2023 - 160 Hours Per Month/ 130 Hours During Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-29 |
| S66 | Uniform Combined State Law Examination | 2003-09-02 |
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