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RIA / WealthAdvisorCertified Financial Planner27 years in industry

JAMES JULIAN MILLINGTON

Advisor at LANDMARK WEALTH MANAGEMENT, LLC

MELVILLE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:51ec6a9e-3265-84f4-46e2-26744a83ccdb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2008 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: LANDMARK WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 21, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 21, 1998
First registration: Jan 31, 2008
Dual registered: no
IAPD individual key: 3118122

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
LANDMARK WEALTH MANAGEMENT, LLC	Independent wealth	Mar 18, 2021	n/a	yes	MELVILLE, NY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 30, 2018	Mar 12, 2021	no	LAKE GROVE, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jan 31, 2008	Oct 18, 2010	no	AMITYVILLE, NY\|COPIAGUE, NY\|W. BABYLON, NY\|LINDENHURST, NY\|DEER PARK, NY\|WEST BABYLON, NY\|W. BABYLON, NY\|BAY SHORE, NY	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	LANDMARK WEALTH MANAGEMENT, LLC	Mar 12, 2021	Mar 18, 2021	6	Firm change	Ibd to RIA
CHASE INVESTMENT SERVICES CORP.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 18, 2010	Aug 30, 2018	2,873	Firm change after gap	Other

Relationships

Registered with (3)

→ LANDMARK WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 18, 2021 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 30, 2018 to Mar 12, 2021factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jan 31, 2008 to Oct 18, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51ec6a9e-3265-84f4-46e2-26744a83ccdb
First observed: Jan 31, 2008
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES JULIAN MILLINGTON

Advisor at LANDMARK WEALTH MANAGEMENT, LLC

MELVILLE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:51ec6a9e-3265-84f4-46e2-26744a83ccdb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LANDMARK WEALTH MANAGEMENT, LLC

Independent wealth

Mar 18, 2021

n/a

yes

MELVILLE, NY

Current employment

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Aug 30, 2018

Mar 12, 2021

LAKE GROVE, NY

Previous registration

CHASE INVESTMENT SERVICES CORP.

Former SEC adviser

Jan 31, 2008

Oct 18, 2010

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIDELITY PERSONAL AND WORKPLACE ADVISORS

LANDMARK WEALTH MANAGEMENT, LLC

Mar 12, 2021

Mar 18, 2021

Firm change

Ibd to RIA

CHASE INVESTMENT SERVICES CORP.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Oct 18, 2010

Aug 30, 2018

2,873

Firm change after gap

Other