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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

William James Luzzo

Advisor at BCU WEALTH ADVISORS, LLC

VERNON HILLS, IL

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Search this name across graphsid dfx:ria:23c746e9-981b-ecac-47d1-ae789f77d37e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 28, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BCU WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 27, 2021
First registration: May 28, 2021
Dual registered: yes, broker-dealer
Other names: William James Luzzo|Bill Luzzo|William Luzzo
IAPD individual key: 6959536

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BCU WEALTH ADVISORS, LLC	Independent wealth	Dec 16, 2021	n/a	yes	VERNON HILLS, IL	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Dec 17, 2021	Sep 19, 2022	no	VERNON HILLS, IL	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Oct 28, 2021	May 2, 2022	no	CHICAGO, IL\|MORRISTOWN, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 19, 2021	Oct 19, 2021	no	CHICAGO, IL	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	May 28, 2021	Oct 1, 2021	no	DOWNERS GROVE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUSO FINANCIAL SERVICES, L.P.	n/a	Sep 19, 2022	n/a	n/a	Departure no registered destination	Departure
PRIVATE ADVISOR GROUP, LLC	BCU WEALTH ADVISORS, LLC	May 2, 2022	Dec 16, 2021	-137	Firm change after gap	Ibd to RIA
LPL FINANCIAL LLC	PRIVATE ADVISOR GROUP, LLC	Oct 19, 2021	Oct 28, 2021	9	Firm change	Ibd to ibd
THRIVENT INVESTMENT MANAGEMENT INC.	LPL FINANCIAL LLC	Oct 1, 2021	Oct 19, 2021	18	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ BCU WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Dec 16, 2021 to presentfactForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Dec 17, 2021 to Sep 19, 2022factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Oct 28, 2021 to May 2, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 19, 2021 to Oct 19, 2021factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
May 28, 2021 to Oct 1, 2021factForm ADV

Dated events

Occurred
Sep 19, 2022
Advisor departed, no destination yet
William James Luzzo no longer registered at Cuso Financial Services, L.P.; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
May 2, 2022
Advisor changed firm
William James Luzzo left Private Advisor Group, Llc for Bcu Wealth Advisors, Llc (registered 2021-12-16)
Form ADVobserved 6 days ago