DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Timothy Michael Macarak
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Aug 24, 2023
In the industry
20 y
since Mar 10, 2006 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Members Wealth LLC independent RIA currentsince Aug 24, 2023 · Media, Pa
- Cs Planning Corp independent RIAMay 12, 2023 to Nov 9, 2023 · Media, Pa
- Bryn Mawr Trust Advisors, LLC independent RIAOct 18, 2016 to May 26, 2023 · Philadelphia, Pa
- West Capital Management, Inc. formerSep 24, 2015 to Mar 30, 2017 · Philadelphia, Pa
- Bny Mellon Advisors, Inc. bank affiliatedOct 22, 2009 to Aug 25, 2014 · New York, Ny
- Td Ameritrade Investment Management, LLC formerJan 16, 2009 to Oct 26, 2009 · Radnor, Pa
- Td Ameritrade, Inc. formerJan 16, 2009 to Oct 26, 2009 · Radnor, Pa
- Piper Sandler & Co. institutionalFeb 26, 2007 to Mar 25, 2008 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Cs Planning Corp to Members Wealth LLCleft Nov 9, 2023, registered Aug 24, 2023 (-77 days) · RIA to a newly registered adviser
- Bryn Mawr Trust Advisors, LLC to Cs Planning Corpleft May 26, 2023, registered May 12, 2023 (-14 days) · RIA to RIA
- West Capital Management, Inc. to Bryn Mawr Trust Advisors, LLCleft Mar 30, 2017, registered Oct 18, 2016 (-163 days) · Other · moved with a team
- Bny Mellon Advisors, Inc. to West Capital Management, Inc.left Aug 25, 2014, registered Sep 24, 2015 (395 days) · Other
- Td Ameritrade Investment Management, LLC to Bny Mellon Advisors, Inc.left Oct 26, 2009, registered Oct 22, 2009 (-4 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 26, 2009, registered Jan 16, 2009 (-283 days) · channel change inside one enterprise, not a move
- Piper Sandler & Co. to Td Ameritrade, Inc.left Mar 25, 2008, registered Jan 16, 2009 (297 days) · Other
Signals
- Timothy Michael Macarak left Cs Planning Corp for Members Wealth Llc (registered 2023-08-24)Nov 9, 2023 · Advisor changed firm · fact
- Timothy Michael Macarak left Bryn Mawr Trust Advisors, Llc for Cs Planning Corp (registered 2023-05-12)May 26, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address