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.

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

Jan 4, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jan 4, 2002

First registration

Oct 19, 2004

Dual registered

yes, broker-dealer

IAPD individual key

4484959

• Occurred

  Jun 30, 2023
  Advisor changed firm

  Bryan Patrick Farrissey left Cuso Financial Services, L.P. for Bcu Wealth Advisors, Llc (registered 2013-03-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d0cac443-5013-9a9d-ea74-8f4179a7a76a

First observed

Oct 19, 2004

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.