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

MASON INVESTMENT ADVISORY SERVICES INC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 12, 2022

First registration

Feb 17, 2022

Dual registered

no

IAPD individual key

7255070

• Occurred

  Aug 14, 2023
  Advisor changed firm

  Caleb James Fry left Water Street Financial Llc for Mason Investment Advisory Services Inc (registered 2023-08-29)

  Form ADVobserved 4 days ago
• Occurred

  Apr 11, 2022
  Advisor changed firm

  Caleb James Fry left Valmark Advisers, Inc. for Water Street Financial Llc (registered 2022-05-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1c1ee47f-e944-f44d-adcf-3a0c3da31203

First observed

Feb 17, 2022

Last observed

Sep 14, 2026 6 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.