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.

Current firm

MILESTONE FINANCIAL ASSOCIATES, 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

Feb 27, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66|S63

First exam

Feb 27, 1997

First registration

May 7, 2003

Dual registered

no

Other names

DAVID S COULT

IAPD individual key

2859900

• Occurred

  Jul 31, 2025
  Advisor changed firm

  David Samuel Coult left Commonwealth Financial Network for Milestone Financial Associates, Llc (registered 2025-08-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:24cfe75c-9bcc-6d75-28a1-8d6caca610f5

First observed

May 7, 2003

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.