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300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-21 |
| CA | RA | APPROVED | 2024-02-07 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hollywood | CA | 07/2019 | 01/2023 |
| Bank Of America, N.A. | Hollywood | CA | 07/2019 | 01/2023 |
| Mufg Union Bank | Centruy City | CA | 12/2018 | 07/2019 |
| Pnb Baribas, Bank Of The West | San Jose | CA | 01/2018 | 08/2018 |
| Wells Fargo Bank N.A. | San Jose | CA | 10/2013 | 12/2017 |
| Unemployed | San Jose | CA | 08/2018 | 12/2018 |
| Premier America Credit Union | Burbank | CA | 01/2023 | 02/2023 |
| Lpl Financial Llc | Santa Ana | CA | 01/2023 | Present |
| Bcu Wealth Advisors | Santa Ana | CA | 02/2024 | Present |
1. 01/27/2023 - Premier America Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 03/21/2024 - BCU WEALTH ADVISORS, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/05/2024 - 160 Hours Per Month/ 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
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