Joseph M Milano

Current Employers

Employment History

• 12/2016 → 02/2018
  Penn Mutual Life Insurance
  Horsham, PA
• 12/2016 → 02/2018
  Hornor Townsend & Kent Inc
  Horsham, PA
• 01/2016 → Present
  Milano Financial Group
  Charlotte, NC
• 03/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-01-05 → 2018-02-12
  Hornor, Townsend & Kent, Llc
  Charlotte, NC
  Charlotte, NC
  Woodstock, GA
  Charlotte, NC
• 2014-08-28 → 2016-01-09
  Osaic Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Phoenix, AZ
• 2014-04-29 → 2014-07-01
  Northwestern Mutual Investment Services, Llc
  Staten Island, NY
  Staten Island, NY

Other Businesses

1) MILANO FINANCIAL GROUP, 3437 PARK SOUTH STATION BLVD CHARLOTTE NC, 03/2002, MANAGING DIRECTOR/AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80 HR/MO 80 HR/MO TRADING 2) SMB VILLAS LLC,3437 PARK SOUTH STATION BLVD CHARLOTTE NC, 08/2015, LLC PRESIDENT, RENTAL PROPERTY OWNERSHIP, NIR, 1 HR/MO 0 HR/MO TRADING 3) OCULO ADVISORY GROUP LLC, 3437 PARK SOUTH STATION BLVD CHARLOTTE NC, 04/2018, MANAGING MEMBER OF INSURANCE BROKERAGE AGNECY. INV REL, 20 HR/MO 12 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 03/2018, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 5) NEW SOUTH WEALTH MANAGEMENT LLC, 3437 PARK SOUTH STATION BLVD CHARLOTTE NC, 06/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 40 HR/WK 20 HR/TRADING 6) SOUTH PARK FINANCIAL PAVILION LLC, 4539 HEDGEMORE DRIVE CHARLOTTE NC, 09/2024, OWNER, REAL ESTATE, NIR, 1 HR/MO 0 HR/MO TRADING 7) NEW SOUTH WEALTH MANAGEMENT LLC, Virtual, Bellmore NY 11710, United States, 04/01/2025, Owner, Tax Services, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2014-04-24
• S63 Uniform Securities Agent State Law Examination
  2002-09-23