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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-16 |
| MA | RA | APPROVED | 2019-09-12 |
| PA | RA | APPROVED | 2019-05-23 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Education New York City | Manhatten | NY | 11/2004 | 10/2020 |
| Dynamic Wealth Advisors Dba Walker Mcmillan Llc | Phoenix | AZ | 05/2019 | Present |
Tomas McMillan also sells life insurance and spends approximately 5% of his time on this activity. This is investment related, he started this activity in November 2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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