DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TIMELESS WEALTH
PHOENIXVILLE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TIMELESS WEALTH | State registered | Jan 2, 2026 | n/a | yes | PHOENIXVILLE, PA | Current employment |
| MILESTONE FINANCIAL ASSOCIATES, LLC | Independent wealth | Aug 3, 2025 | Dec 11, 2025 | no | MACUNGIE, PA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Feb 2, 2024 | Aug 6, 2025 | no | MACUNGIE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MILESTONE FINANCIAL ASSOCIATES, LLC | TIMELESS WEALTH | Dec 11, 2025 | Jan 2, 2026 | 22 | Firm change | RIA to state RIA |
| COMMONWEALTH FINANCIAL NETWORK | MILESTONE FINANCIAL ASSOCIATES, LLC | Aug 6, 2025 | Aug 3, 2025 | -3 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:336684:PA:2025-07-31 | Aug 6, 2025 | Aug 3, 2025 | MACUNGIE, PA | Firm change |