Rick Joseph Militello

Current Employers

Integrated Advisors Network Llc

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-09-23
IL	RA	APPROVED	2019-08-02
LA	RA	APPROVED	2019-08-02
MO	RA	APPROVED	2019-08-02
NC	RA	APPROVED	2019-08-02
TX	RA	APPROVED	2019-08-02

FL RA
APPROVED

Since 2022-09-23
IL RA
APPROVED

Since 2019-08-02
LA RA
APPROVED

Since 2019-08-02
MO RA
APPROVED

Since 2019-08-02
NC RA
APPROVED

Since 2019-08-02
TX RA
APPROVED

Since 2019-08-02

Branch Locations

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

650B Pierce Blvd., Ofallon, IL 62269 • 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Royal Alliance Associates, Inc.	Highland	IL	12/1990	08/2019
Militello Wealth Management, L.L.C.	Clayton	MO	10/2008	08/2019
Integrated Advisors Network, Llc	Dallas	TX	08/2019	Present
Militello Wealth Management	Ofallon	IL	08/2019	Present

12/1990 → 08/2019

Royal Alliance Associates, Inc.

Highland, IL
10/2008 → 08/2019

Militello Wealth Management, L.L.C.

Clayton, MO
08/2019 → Present

Integrated Advisors Network, Llc

Dallas, TX
08/2019 → Present

Militello Wealth Management

Ofallon, IL

Previous Registrations

2005-06-13 → 2019-12-31

Militello Wealth Management, L.L.C.

Edwardsville, IL

O'FAllon, IL
1997-09-17 → 2019-08-07

Osaic Wealth, Inc.

Edwardsville, IL

Edwardsville, IL

Edwardsville, IL

O'FAllon, IL
2002-06-27 → 2005-06-13

Martin Wier, Inc

Swansea, IL
1998-08-31 → 2002-08-14

M Financial Services, Inc.

Highland, IL

Other Businesses

1. Militello Wealth Management; investment-related; 650B Pierce Blvd. O'Fallon, IL 62269; DBA; Owner; 08/2019; hours and duties in line with advisory business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-04-27
S63	Uniform Securities Agent State Law Examination	1991-02-13

S65 Uniform Investment Adviser Law Examination

1998-04-27
S63 Uniform Securities Agent State Law Examination

1991-02-13

Other Names

Rich Joseph Militello
Richard Joseph Militello

View on SEC IAPD