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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 2020-01-01
  • IL RA
    APPROVED
    Since 2020-01-01

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
Sunamerica Woodland Hills CA 12/2007 04/2019
Sunamerica Capital Services, Inc. Woodland Hills CA 12/2007 04/2019
Cuso Financial Services, Lp San Diego CA 06/2019 06/2023
Baxter Credit Union Vernon Hills IL 06/2019 Present
Bcu Wealth Advisors, Llc Vernon Hills IL 05/2019 Present
Lpl Financial Llc Vernon Hills IL 06/2023 Present
  • 12/2007 → 04/2019
    Sunamerica
    Woodland Hills, CA
  • 12/2007 → 04/2019
    Sunamerica Capital Services, Inc.
    Woodland Hills, CA
  • 06/2019 → 06/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 06/2019 → Present
    Baxter Credit Union
    Vernon Hills, IL
  • 05/2019 → Present
    Vernon Hills, IL
  • 06/2023 → Present
    Lpl Financial Llc
    Vernon Hills, IL
Other Businesses

1) 08/14/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 6/30/2023 - 120 Hours Per Month/ 98 During Trading - Time Spent 100% 2) 08/14/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 6/30/2023 - 120 Hours Per Month/ 98 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 06/2023. 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) 09/13/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 07/01/2023 - 120 Hours Per Month 120 Hours During Trading - I provide administrative support to BCU Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. 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. 4) 09/02/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BCU Wealth Advisors - Investment Related - At reported Business Location(s) - Start Date 05/21/2019 - 160 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-27
S63 Uniform Securities Agent State Law Examination 2004-05-18
  • S65 Uniform Investment Adviser Law Examination
    2019-12-27
  • S63 Uniform Securities Agent State Law Examination
    2004-05-18
Other Names
  • Allen Elizabeth Amanda
  • Amanda Elizabeth Allen
  • Amanda Elizabeth Allen

View on SEC IAPD

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