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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 23, 2021

First registration

Dec 2, 2021

Dual registered

no

IAPD individual key

7430510

• Occurred

  Aug 6, 2025
  Advisor changed firm

  Mihir Shital Saudagar left Commonwealth Financial Network for Milestone Financial Associates, Llc (registered 2025-08-03)

  Form ADVobserved 5 days ago
• Occurred

  Aug 7, 2023
  Advisor changed firm

  Mihir Shital Saudagar left Cornerstone Advisors Asset Management, Llc for Commonwealth Financial Network (registered 2023-10-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d3fd8a7a-3c66-a543-8acd-5f53759c2ae1

First observed

Dec 2, 2021

Last observed

Sep 14, 2026 7 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.