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Jeffrey Thomas Milostan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-31
IL RA APPROVED 2023-03-29
  • TX RA
    APPROVED
    Since 2023-03-31
  • IL RA
    APPROVED
    Since 2023-03-29

Branch Locations

110 N Wacker Dr, Chicago, IL 60606 • United States

One Bryant Park, New York, NY 10036 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 12/2022 Present
Lindenhurst Park District Lindenhurst IL 08/2022 10/2022
Elmhurst University Elmhurst IL 08/2018 05/2022
Lakes Community High School Lake Villa IL 08/2014 05/2018
Lake Villa Township Baseball Complex Lake Villa IL 06/2018 08/2021
Unemployed Lindenhurst IL 05/2022 08/2022
  • 12/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 08/2022 → 10/2022
    Lindenhurst Park District
    Lindenhurst, IL
  • 08/2018 → 05/2022
    Elmhurst University
    Elmhurst, IL
  • 08/2014 → 05/2018
    Lakes Community High School
    Lake Villa, IL
  • 06/2018 → 08/2021
    Lake Villa Township Baseball Complex
    Lake Villa, IL
  • 05/2022 → 08/2022
    Unemployed
    Lindenhurst, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-28
  • S66 Uniform Combined State Law Examination
    2023-03-28
Other Names
  • Jeffrey T Milostan

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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