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300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-20 |
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 | Mchenry | IL | 12/2022 | 07/2025 |
| Bmo Harris Bank N.A. | Woodstock | IL | 06/2021 | 12/2022 |
| Autozone Inc | Woodstock | IL | 09/2019 | 06/2021 |
| Menards Inc | Woodstock | IL | 10/2015 | 08/2018 |
| Mchenry County College | Crystal Lake | IL | 08/2015 | 05/2018 |
| Northern Illinois University | Dekalb | IL | 08/2018 | 12/2020 |
| Bank Of America, N.A. | Mchenry | IL | 04/2023 | 07/2025 |
| Baxter Credit Union | Vernon Hills | IL | 08/2025 | Present |
| Lpl Financial Llc | Vernon Hills | IL | 08/2025 | Present |
1.08/22/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location (s) - Start Date : 08/2025 2) 09/23/2025 - BCU Wealth Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location (s) - Start Date : 08/18/2025 - 160 Hrs/Mth - 160 Hrs During Trading. I provide investment advisory services through BCU Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2025. 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. 3) 09/23/2025 - BCU Wealth Advisors, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:08/18/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-02 |
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