Best Investors
Account
Sign in
300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-01-01 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-18 |
Reach out to this advisor