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RIA / WealthAdvisorCertified Financial Planner31 years in industry

JOSHUA AKEROYD MASON

Advisor at WBH ADVISORY, INC.

BALTIMORE, MD | CLARKSBURG, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:480858c6-e75e-0e4b-0284-d9dc17183e8d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WBH ADVISORY, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 16, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 16, 1995
First registration: Sep 26, 2005
Dual registered: no
Other names: JAKE MASON
IAPD individual key: 2594497

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WBH ADVISORY, INC.	Independent wealth	Sep 3, 2021	n/a	yes	BALTIMORE, MD\|CLARKSBURG, MD	Current employment
CW ADVISORS, LLC	Independent wealth	Apr 19, 2021	Sep 9, 2021	no	BOSTON, MA\|COLUMBIA, MD	Previous registration
PINNACLE ADVISORY GROUP, INC.	Former SEC adviser	Apr 3, 2007	May 17, 2021	no	COLUMBIA, MD	Previous registration
H. BECK, INC.	Former SEC adviser	Sep 26, 2005	Mar 2, 2007	no	GAITHERSBURG, MD\|Gaithersburg, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CW ADVISORS, LLC	WBH ADVISORY, INC.	Sep 9, 2021	Sep 3, 2021	-6	Firm change	RIA to RIA
PINNACLE ADVISORY GROUP, INC.	CW ADVISORS, LLC	May 17, 2021	Apr 19, 2021	-28	Firm change	RIA to RIA
H. BECK, INC.	PINNACLE ADVISORY GROUP, INC.	Mar 2, 2007	Apr 3, 2007	32	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107757:310873:MD:2021-05-17	May 17, 2021	Apr 19, 2021	COLUMBIA, MD	Firm change

Relationships

Registered with (4)

→ WBH ADVISORY, INC.Registered adviserregistration: current employment
Sep 3, 2021 to presentfactForm ADV
→ CW ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 19, 2021 to Sep 9, 2021factForm ADV
→ PINNACLE ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Apr 3, 2007 to May 17, 2021factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Sep 26, 2005 to Mar 2, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:480858c6-e75e-0e4b-0284-d9dc17183e8d
First observed: Sep 26, 2005
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.

JOSHUA AKEROYD MASON

Advisor at WBH ADVISORY, INC.

BALTIMORE, MD | CLARKSBURG, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:480858c6-e75e-0e4b-0284-d9dc17183e8d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:17 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WBH ADVISORY, INC.

Independent wealth

Sep 3, 2021

n/a

yes

BALTIMORE, MD|CLARKSBURG, MD

Current employment

CW ADVISORS, LLC

Independent wealth

Apr 19, 2021

Sep 9, 2021

BOSTON, MA|COLUMBIA, MD

Previous registration

PINNACLE ADVISORY GROUP, INC.

Former SEC adviser

Apr 3, 2007

May 17, 2021

COLUMBIA, MD

Previous registration

H. BECK, INC.

Former SEC adviser

Sep 26, 2005

Mar 2, 2007

GAITHERSBURG, MD|Gaithersburg, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CW ADVISORS, LLC

WBH ADVISORY, INC.

Sep 9, 2021

Sep 3, 2021

-6

Firm change

RIA to RIA

PINNACLE ADVISORY GROUP, INC.

CW ADVISORS, LLC

May 17, 2021

Apr 19, 2021

-28

Firm change

RIA to RIA

H. BECK, INC.

PINNACLE ADVISORY GROUP, INC.

Mar 2, 2007

Apr 3, 2007

Firm change

Other

Team

Left

Joined

From

Kind

107757:310873:MD:2021-05-17

May 17, 2021

Apr 19, 2021

COLUMBIA, MD

Firm change