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Joseph Paul Milanese

LPl Financial LLC

Albany, NY

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-27
  • NY RA
    APPROVED
    Since 2025-02-27

Branch Locations

80 Wolf Rd Ste 302, Albany, NY 12205 • 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
Crossroads American Grille West Sand Lake NY 12/2018 02/2019
Juniors Bar And Grill Troy NY 11/2019 12/2021
Bbl Hospitality Albany/Troy NY 05/2022 06/2024
Averill Park Central School District Averill Park NY 09/2014 06/2020
St John Fisher University Pittsford NY 08/2020 05/2024
Albany Financial Group Albany NY 07/2024 Present
  • 12/2018 → 02/2019
    Crossroads American Grille
    West Sand Lake, NY
  • 11/2019 → 12/2021
    Juniors Bar And Grill
    Troy, NY
  • 05/2022 → 06/2024
    Bbl Hospitality
    Albany/Troy, NY
  • 09/2014 → 06/2020
    Averill Park Central School District
    Averill Park, NY
  • 08/2020 → 05/2024
    St John Fisher University
    Pittsford, NY
  • 07/2024 → Present
    Albany Financial Group
    Albany, NY
Other Businesses

1) 12/2024 - Albany Financial Group / DBA for LPL Business (entity for LPL business) / Inv. Related / Albany NY 12205 / Start date 06/20/2024 - 160 Hrs per month - 100% Time Spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-26
  • S66 Uniform Combined State Law Examination
    2025-02-26

View on SEC IAPD

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