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Gary James Milkwick

Embark Wealth Management, LLC

Tempe, AZ

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Current Employers
Embark Wealth Management, Llc

398 S Mill Avenue Suite 302, Tempe, AZ 85281 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-05-28
VA RA APPROVED 2020-09-14
PA RA APPROVED 2016-08-15
AZ RA APPROVED 2016-08-09
  • NY RA
    APPROVED
    Since 2023-05-28
  • VA RA
    APPROVED
    Since 2020-09-14
  • PA RA
    APPROVED
    Since 2016-08-15
  • AZ RA
    APPROVED
    Since 2016-08-09

Branch Locations

398 S Mill Avenue Suite 302, Tempe, AZ 85281 • 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
Accounting Fulfillment Services, Llc Phoenix AZ 01/2016 02/2021
Embark Wealth Management, Llc New York NY 12/2010 Present
Other Businesses

1)GJ BRADLEY IMPORTS, INC. 3855 OAKVIEW DRIVE, STE 101 POWDER SPRINGS, GA 30127; IMPORT MARBLE AND GRANITE SLAB; CEO/OWNER; COMPANY IS CURRENTLY INACTIVE; CURRENTLY DEVOTE 1 HRS/MTH (NO TIME DURING SECURITIES TRADING HOURS); WHEN COMPANY WAS ACTIVE IN 2005, I WORKED WITH BUYERS AND SELLERS OF MARBLE AND GRANITE; PERFORMED STRATEGIC PLANNING AND MARKETING FOR THE COMPANY, BUSINESS IS NOW INACTIVE. 3)RENTAL PROPERTY; POWDER SPRINGS, GA; NOT INVESTMENT RELATED; 50% OWNER; 11/08; 1 HOUR/MONTH 4)EMBARK WEALTH MANAGEMENT; NEW YORK, NY; INVESTMENT RELATED; PARTNER; 50% OWNER; 11/10; 40 HOURS/MONTH; 2 HOURS DURING TRADING; FINANCIAL SERVICES. Gary is the owner and managing member of Embark Financial Services, LLC. Investment related: No. - Description: Tax consulting and management consulting. 7 Executive Office Drive, Suite 7, Humacao, PR 00791. Start date: Feb 3, 2021. He is paid hourly for management and tax consulting. He spends approximately 25 hours per week during trading hours. Gary is the owner and managing member of Embark Insurance Services, LLC. Investment related: No. Description: Insurance brokerage. 398 S. Mill Avenue, Suite 302, Tempe, AZ 85281. Start Date: June 5, 2022. He is paid hourly for management consulting. He spends approximately 3 hours per week during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-28
  • S66 Uniform Combined State Law Examination
    2010-06-28
Designations

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