David Samuel Coult

Current Employers

Employment History

• 10/2011 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 10/2011 → Present
  Milestone Financial Associates, Llc
  Macungie, PA

Previous Registrations

• 2011-10-04 → 2025-07-31
  Commonwealth Financial Network
  Waltham, MA
  Macungie, PA
  Allentown, PA
  Bethlehem, PA
  Royersford, PA
  Nazareth, PA
  Emmaus, PA
• 2003-05-07 → 2011-10-14
  Hornor, Townsend & Kent, Llc
  Kutztown, PA
  Macungie, PA

Other Businesses

1. Fixed insurance sales; conducted at branch location, investment related. 2. Co-owner & President, Milestone Financial Associates, LLC. a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2022; 95% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Singing Bush Properties, LLC; an entity created for the purpose of managing real estate in Royersford, PA, Macungie, PA & Bethlehem, PA, as of 3/22/2018; 1% time spent during business hours; Conducted at branch; Investment related. 4. Silver Crest Insurance, Inc.; part owner of insurance operating entity; conducted at branch location; investment related. 5. Trustee for company retirement plan; conducted at branch location; investment related. 6. Power of attorney for mary greiss-coult, non-family member; conducted at branch location; investment related. 7. Co-owner & Vice President, NKJD, LLC, property & casualty insurance business; Located in Allentown, PA; as of 08/30/2017; 1% time spent during business hours; Conducted at branch location; investment related. 8. Co-owner, 2103 Properties, LLC an entity created for the purpose of buying and managing commercial real estate at 2103 Stefko Blvd, Bethlehem, PA 18017, as of 4/9/2021; Less than 1% of time spent during business hours; Conducted at branch; Investment related. 9. Owner, 364 Properties, LLC; an entity created for the purpose of managing real estate in Honesdale, PA; as of 1/01/2024; 1% of time spent during business hours; No conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-31
• S63 Uniform Securities Agent State Law Examination
  1997-02-27

Designations

Other Names

• David S Coult