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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
888 Veterans Memorial Highway Suite- 220, Hauppauge, NY 11788 • United States
1300 Veterans Memorial Hwy Suite 120, Hauppauge, NY 11788 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milillo Capital Management | Hauppauge | NY | 05/2026 | Present |
| Mass Mutual Life Insurance Company | Hauppauge | NY | 03/2016 | 04/2017 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 04/2017 | 11/2023 |
| American Portfolios Advisors, Inc | Holbrook | NY | 01/2020 | 11/2023 |
| S&P Associates Of Li Incdbas&Pfinancialservices&Dbas&P Financial | Hauppauge | NY | 11/2023 | Present |
| Insurance Sales - Annuco | Hauppauge | NY | 07/2021 | Present |
| Professional Group Plans, Inc. | Hauppauge | NY | 01/1993 | Present |
| Avantax Advisory Services | Hauppauge | NY | 12/2023 | 09/2025 |
| Avantax Investment Services Inc. | Hauppauge | NY | 12/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Hauppauge | NY | 12/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Hauppauge | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PROFESSIONAL GROUP PLANS, INC. POSITION: AGENT NATURE: Employee benefits such as Health and Disability Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/1993 ADDRESS: 1300 VETERANS HIGHWAY, SUITE 120, HAUPPAUGE NY 11788, United States DESCRIPTION: MEETING WITH CLIENTS, FINDING INSURANCE PRODUCTS NEEDS AND PROVIDING THE BEST OPTIONS 2) INSURANCE SALES - ANNUCO POSITION: Agent NATURE: Sales of fixed life insurance to retail and commercial customers. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2021 ADDRESS: 1300 Vets Hwy, Suite 120, Hauppauge NY 11788, United States DESCRIPTION: Meet with clients, determine appropriate products that suit their needs. 3) S&P ASSOCIATES OF LI, INC. DBA S&P FINANCIAL SERVICES AND DBA S&P FINANCIAL POSITION: FINANCIAL ADVISOR NATURE: I WILL OFFER INVESTMENT PLANNING, RETIREMENT PLANNING, ESTATE PLANNING, AND FINANCIAL PLANNING SERVICES UNDER THIS DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 11/30/2023 ADDRESS: 1300 VETERANS MEMORIAL HWY, SUITE 120, HAUPPAUGE NY 11788, United States DESCRIPTION: MEET WITH CLIENTS AND PROVIDE INVESTMENT GUIDANCE, REVIEW INVESTMENT PERFORMANCE, HELP TO CHOOSE APPROPRIATE INVESTMENTS THAT ALIGN WITH THE CLIENT RISK TOLERANCE AND OBJECTIVES, ONGOING MONITORING OF CLIENT PORTFOLIO. 4) NAME OF OTHER BUSINESS: MILILLO CAPITAL MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/29/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (OR OWNER/PARTNER), APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-23 |
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