Francis Gerard Milo

Current Employers

Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2010-01-05

NJ RA
APPROVED

Since 2010-01-05

Branch Locations

Yorkville, IL • United States

183 Hillside Avenue, South River, NJ 08882 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
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
Frank G. Milo Insurance Agency	East Brunswick	NJ	08/2006	Present
Gwn Securities Inc	Palm Beach Gardens	FL	01/2010	Present
Latitude Advisors, Llc	Vero Beach	FL	01/2010	Present

08/2006 → Present

Frank G. Milo Insurance Agency

East Brunswick, NJ
01/2010 → Present

Gwn Securities Inc

Palm Beach Gardens, FL
01/2010 → Present

Latitude Advisors, Llc

Vero Beach, FL

Previous Registrations

2007-07-02 → 2009-12-31

Medallion Advisory Services, Llc

South River, NJ

East Brunswick, NJ
2002-06-19 → 2006-09-11

Pruco Securities, Llc.

East Brunswick, NJ

South River, NJ

East Brunswick, NJ

Other Businesses

08/2006 TO PRESENT - FRANK G. MILO INSURANCE AGENCY, 183 Hillside Ave, South River, NJ 08882; OFFER INDIVIDUAL & GROUP LIFE, HEALTH, LTC, DISABILITY,FIXED & EIA, AUTO, HOME UMBRELLA, FLOOD, PERSONAL & COMMERCIAL INSURANCE. TITLE-OWNER/INSURANCE AGENT; DUTIES-REVIEW CLIENTS' INSURANCE NEEDS, RECOMMEND SUITABLE SOLUTIONS; TIME SPENT-90%; COMPENSATED BY COMMISSIONS. 01/2010 - LATITUDE ADVISORS, LLC - INVESTMENT ADVISOR REP - COMPENSATED BY FEES - 5-10% OF TIME

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-04-18
S63	Uniform Securities Agent State Law Examination	1993-05-20

S65 Uniform Investment Adviser Law Examination

2001-04-18
S63 Uniform Securities Agent State Law Examination

1993-05-20

Other Names

Frank Milo

View on SEC IAPD