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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Henry P Milano

Advisor at EDWARD JONES

BEDFORD HILLS, NY

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Search this name across graphsid dfx:ria:9d875d7a-ebcd-2ea2-ae63-bfd2f69611ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 30, 2023 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 13, 2017
First registration: Jun 30, 2023
Dual registered: yes, broker-dealer
Other names: Henry Milano|HENRY Peter MILANO|Henry P Milano
IAPD individual key: 6847407

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Sep 27, 2024	n/a	yes	BEDFORD HILLS, NY	Current employment
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Dec 4, 2023	Apr 25, 2024	no	RIDGEFIELD, CT	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Jun 30, 2023	Sep 11, 2023	no	WHITE PLAINS, NY	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jun 30, 2023	Sep 11, 2023	no	WHITE PLAINS, NY\|PALM BEACH GARDENS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARK AVENUE SECURITIES LLC	EDWARD JONES	Apr 25, 2024	Sep 27, 2024	155	Firm change	Ibd to ibd
CAPITAL ANALYSTS	PARK AVENUE SECURITIES LLC	Sep 11, 2023	Dec 4, 2023	84	Firm change	Ibd to ibd
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Sep 11, 2023	Jun 30, 2023	-73	Firm change after gap	RIA to ibd

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: current employment
Sep 27, 2024 to presentfactForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Dec 4, 2023 to Apr 25, 2024factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jun 30, 2023 to Sep 11, 2023factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 30, 2023 to Sep 11, 2023factForm ADV

Dated events

Occurred
Apr 25, 2024
Advisor changed firm
Henry P Milano left Park Avenue Securities Llc for Edward Jones (registered 2024-09-27)
Form ADVobserved 5 days ago
Occurred
Sep 11, 2023
Advisor changed firm
Henry P Milano left Capital Analysts for Park Avenue Securities Llc (registered 2023-12-04)
Form ADVobserved 5 days ago
Occurred
Sep 11, 2023
Advisor changed firm
Henry P Milano left Lincoln Investment for Capital Analysts (registered 2023-06-30)
Form ADVobserved 5 days ago