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.
Advisor moves
Arrivals at Milestone Financial Associates, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Paul Anthony Juliano | Vanguard Advisers, Inc. BD affiliated | Milestone Financial Associates, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 9, 2026 |
| Holly O Clarke | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 14, 2025 | Aug 3, 2025 |
| Jeffrey Alex Hegedus | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 14, 2025 | Aug 3, 2025 |
| Mihir Shital Saudagar | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 6, 2025 | Aug 3, 2025 |
| Alexander Joseph Jankowski | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 6, 2025 | Aug 3, 2025 |
| Jeff W Lanscek | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 4, 2025 | Aug 4, 2025 |
| Justin Russell Miller | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 4, 2025 | Aug 3, 2025 |
| David Samuel Coult | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 31, 2025 | Aug 4, 2025 |
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8 moves match.