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

Jan 14, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom 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

S63|S65

First exam

Jan 14, 2004

First registration

Feb 21, 2006

Dual registered

no

Other names

JEFFERY W LANSCEK|Jeff W Lanscek

IAPD individual key

4746541

• Occurred

  Aug 4, 2025
  Advisor changed firm

  Jeff W Lanscek left Commonwealth Financial Network for Milestone Financial Associates, Llc (registered 2025-08-04)

  Form ADVobserved 4 days ago
• Occurred

  Jan 18, 2022
  Advisor changed firm

  Jeff W Lanscek left Baldrige Asset Management for Commonwealth Financial Network (registered 2022-01-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b9eaeb70-4fc2-25e7-641a-27d73c219af2

First observed

Feb 21, 2006

Last observed

Sep 14, 2026 5 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.