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Current Employers
Bcu Wealth Advisors, Llc

300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-09-16
  • IL RA
    APPROVED
    Since 2022-09-16

Branch Locations

300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2016 → 07/2017
    Jp Morgan Chase Bank
    Palatine, IL
  • 03/2016 → 07/2017
    Jp Morgan Securities Llc
    Palatine, IL
  • 07/2017 → 10/2018
    Pnc Bank
    Northbrook, IL
  • 07/2017 → 10/2018
    Pnc Investments
    Pittsburgh, PA
  • 10/2018 → 09/2020
    Pnc Bank
    Northbrook, IL
  • 10/2020 → Present
    Baxter Credit Union
    Vernon Hills, IL
  • 10/2020 → 06/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 06/2023 → Present
    Lpl Financial Llc
    Vernon Hills, IL
  • 09/2022 → Present
    Vernon Hills, IL
Previous Registrations
  • 2022-09-02 → 2022-09-06
    Cuso Financial Services, L.P.
    Vernon Hills, IL
  • 2003-11-28 → 2004-06-01
    Banc One Securities Corporation
    Buarston, IL
Other Businesses

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%

Exams
CodeExamDate
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
  • 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
Other Names
  • Matheos P Douvikas
  • Matheos Douvikas
  • Mathew Douvikas
  • Mathew P Douvikas
  • Matheos Peter Douvikas
  • Mathew Peter Douvikas

View on SEC IAPD

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