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 INVESTMENT ADVISORS, 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 3, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jan 3, 1986

First registration

Oct 30, 1987

Dual registered

no

Other names

DAN KAUPER

IAPD individual key

1439147

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ded92b91-7146-3129-e436-311101efbec3

First observed

Oct 30, 1987

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.