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RIA / WealthAdvisorCertified Financial Planner20 years in industry

TIMOTHY MICHAEL MACARAK

Advisor at MEMBERS WEALTH LLC

MEDIA, PA

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Search this name across graphsid dfx:ria:f18f2afc-00e3-8458-e4e4-e013bd8f2659

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Feb 26, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MEMBERS WEALTH 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: Mar 10, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 10, 2006
First registration: Feb 26, 2007
Dual registered: no
IAPD individual key: 4890673

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEMBERS WEALTH LLC	Independent wealth	Aug 24, 2023	n/a	yes	MEDIA, PA	Current employment
CS PLANNING CORP	Independent wealth	May 12, 2023	Nov 9, 2023	no	Media, PA\|PORTLAND, OR	Previous registration
BRYN MAWR TRUST ADVISORS, LLC	Independent wealth	Oct 18, 2016	May 26, 2023	no	PHILADELPHIA, PA	Previous registration
WEST CAPITAL MANAGEMENT, INC.	Former SEC adviser	Sep 24, 2015	Mar 30, 2017	no	PHILADELPHIA, PA	Previous registration
BNY MELLON ADVISORS, INC.	Bank affiliated wealth	Oct 22, 2009	Aug 25, 2014	no	NEW YORK, NY	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 16, 2009	Oct 26, 2009	no	RADNOR, PA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 16, 2009	Oct 26, 2009	no	Radnor, PA	Previous registration
PIPER SANDLER & CO.	Institutional manager	Feb 26, 2007	Mar 25, 2008	no	DENVER, CO\|DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CS PLANNING CORP	MEMBERS WEALTH LLC	Nov 9, 2023	Aug 24, 2023	-77	Firm change after gap	RIA to new firm
BRYN MAWR TRUST ADVISORS, LLC	CS PLANNING CORP	May 26, 2023	May 12, 2023	-14	Firm change	RIA to RIA
WEST CAPITAL MANAGEMENT, INC.	BRYN MAWR TRUST ADVISORS, LLC	Mar 30, 2017	Oct 18, 2016	-163	Firm change after gap	Other
BNY MELLON ADVISORS, INC.	WEST CAPITAL MANAGEMENT, INC.	Aug 25, 2014	Sep 24, 2015	395	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	BNY MELLON ADVISORS, INC.	Oct 26, 2009	Oct 22, 2009	-4	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 26, 2009	Jan 16, 2009	-283	Channel change	Other
PIPER SANDLER & CO.	TD AMERITRADE, INC.	Mar 25, 2008	Jan 16, 2009	297	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110572:285359:PA:2017-03-30	Mar 30, 2017	Oct 18, 2016	PHILADELPHIA, PA	Firm change after gap

Relationships

Registered with (8)

→ MEMBERS WEALTH LLCRegistered adviserregistration: current employment
Aug 24, 2023 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
May 12, 2023 to Nov 9, 2023factForm ADV
→ BRYN MAWR TRUST ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 18, 2016 to May 26, 2023factForm ADV
→ WEST CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 24, 2015 to Mar 30, 2017factForm ADV
→ BNY MELLON ADVISORS, INC.Registered adviserregistration: previous registration
Oct 22, 2009 to Aug 25, 2014factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 16, 2009 to Oct 26, 2009factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 16, 2009 to Oct 26, 2009factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Feb 26, 2007 to Mar 25, 2008factForm ADV

Dated events

Occurred
Nov 9, 2023
Advisor changed firm
Timothy Michael Macarak left Cs Planning Corp for Members Wealth Llc (registered 2023-08-24)
Form ADVobserved 5 days ago
Occurred
May 26, 2023
Advisor changed firm
Timothy Michael Macarak left Bryn Mawr Trust Advisors, Llc for Cs Planning Corp (registered 2023-05-12)
Form ADVobserved 5 days ago