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398 S Mill Avenue Suite 302, Tempe, AZ 85281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-31 |
| MD | RA | APPROVED | 2025-01-31 |
| MN | RA | APPROVED | 2025-01-31 |
| NJ | RA | APPROVED | 2025-01-31 |
| TN | RA | APPROVED | 2025-01-31 |
| NY | RA | APPROVED | 2023-05-28 |
| NC | RA | APPROVED | 2023-05-28 |
| PA | RA | APPROVED | 2023-05-28 |
| VA | RA | APPROVED | 2023-05-28 |
| GA | RA | APPROVED | 2022-10-03 |
| MO | RA | APPROVED | 2022-09-08 |
| IL | RA | APPROVED | 2022-04-29 |
| AZ | RA | APPROVED | 2020-11-17 |
| TX | RA | APPROVED | 2020-08-04 |
Branch Locations
398 S Mill Avenue Suite 302, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Princeton | NJ | 12/2011 | 06/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2020 |
| Accounting Fulfillment Services, Llc | New York | NY | 06/2020 | Present |
| Embark Wealth Management, Llc | Tempe | AZ | 06/2020 | Present |
| Embark Wealth Management, Llc | Tempe | AZ | 05/2023 | Present |
Accounting Fulfillment Services, LLC Business is not investment-related 260 Madison Avenue, Suite 1001, New York, NY 10016 Nature of business: Accounting services provider Position: Business retirement plan advisor Start date: 06/2020 Number of hours per month: 80 Number of hours during trading hours per month: 40 Advise clients on tax and other benefits of business retirement plans Mr. Milkwick is a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-16 |
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