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

Jun 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63

First exam

Nov 12, 2010

First registration

Feb 1, 2013

Dual registered

no

Other names

PETER B KOKOLUS

IAPD individual key

5838574

• Occurred

  Apr 4, 2024
  Advisor changed firm

  Peter Bryan Kokolus left Vanguard Advisers, Inc. for Mason Investment Advisory Services Inc (registered 2026-05-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3ad8c0b6-4254-ad4f-4c81-9df024a88f22

First observed

Feb 1, 2013

Last observed

Sep 15, 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.