# William James Luzzo

William James Luzzo is an investment adviser representative (IAR) with state registration records since 2021, appearing at 5 firms. Currently registered with BCU WEALTH ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2021-12-17 | 2022-09-19 | — |
| [BCU WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/164173) | 2021-12-16 | present | Yes |
| [PRIVATE ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/155216) | 2021-10-28 | 2022-05-02 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2021-10-19 | 2021-10-19 | — |
| [THRIVENT INVESTMENT MANAGEMENT INC.](https://search.stillhousedata.com/firm/18387) | 2021-05-28 | 2021-10-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6959536)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6959536.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.