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John Patrick Milo

LPl Financial LLC

Dayton, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-08-03
TX RA APPROVED_RES 2021-07-21
  • OH RA
    APPROVED
    Since 2021-08-03
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

8111 Timberlodge Trl Ste 100, Dayton, OH 45458-2103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Dayton OH 12/2012 01/2021
Waddell & Reed, Inc. Dayton OH 01/2021 07/2021
Various Insurance Carriers For W&R Insurance Agencies Lebanon OH 01/2021 07/2021
Free And Accepted Masons Springfield MO 11/2019 12/2020
Lpl Financial Llc Dayton OH 07/2021 Present
Telhio Credit Union Fairfield OH 12/2021 Present
  • 12/2012 → 01/2021
    Key Investment Services
    Dayton, OH
  • 01/2021 → 07/2021
    Waddell & Reed, Inc.
    Dayton, OH
  • 01/2021 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Lebanon, OH
  • 11/2019 → 12/2020
    Free And Accepted Masons
    Springfield, MO
  • 07/2021 → Present
    Dayton, OH
  • 12/2021 → Present
    Telhio Credit Union
    Fairfield, OH
Previous Registrations
  • 2021-01-08 → 2021-07-28
    Waddell & Reed
    Overland Park, KS
    Charleroi, PA
    Dayton, OH
    West Chester, OH
  • 2012-12-04 → 2021-01-15
    Dayton, OH
    Dayton, OH
    Dayton, OH
    Springboro, OH
    Clawson, MI
    Dayton, OH
    Columbus, OH
  • 2006-05-25 → 2012-12-03
    West Chester, OH
    Miamisburg, OH
    Springboro, OH
    Cedarville, OH
    Cedarville, OH
    Lebanon, OH
    Springboro, OH
    Springfield, OH
    Xenia, OH
    Yellow Springs, OH
    Logan, OH
    Washington Court House, OH
    Somerset, OH
    Circleville, OH
    Franklin, OH
    Dayton, OH
Other Businesses

1) 01/08/2021 - Cornerstone Wealth Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / 0 HRS/MO / 8111 Timberlodge Tr Dayton, Ohio 45458 2) 02/14/2022- Telhio Credit Union- Investment Related - At Reported Business Location(s) - Financial Institution Duty- Financial Advisor - Start Date 02/01/2022- 20 Hours Per Month/20 Hours During Securities Trading. 3) 04/26/2024 - Adventure Therapy Travel LLC. - Other - PT travel agt - Travel Agent - Not Investment Related - Home Based - Start Date 03/04/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-23
S63 Uniform Securities Agent State Law Examination 1997-05-22
  • S66 Uniform Combined State Law Examination
    2006-05-23
  • S63 Uniform Securities Agent State Law Examination
    1997-05-22

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