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RIA / WealthAdvisorCertified Financial Planner23 years in industry

PATRICK JAMES MASON

Advisor at CAIRN INVESTMENT GROUP

VANCOUVER, WA

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Search this name across graphsid dfx:ria:5e1ffecb-e55a-7f80-35fa-ab0c66f1f793

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 6, 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: CAIRN INVESTMENT GROUP
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: Nov 20, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 20, 2002
First registration: Oct 6, 2005
Dual registered: no
IAPD individual key: 4585346

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
CAIRN INVESTMENT GROUP	Independent wealth	Oct 18, 2023	n/a	yes	VANCOUVER, WA	Current employment
NEWFOCUS FINANCIAL GROUP, LLC	Former SEC adviser	Nov 22, 2010	Aug 22, 2014	no	VANCOUVER, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 20, 2006	Jul 23, 2010	no	San Diego, CA\|SAN DIEGO, CA\|ENGLEWOOD, CO\|ENGLEWOOD, CO	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Oct 6, 2005	Jul 18, 2006	no	DENVER, CO\|DENVER, CO	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
NEWFOCUS FINANCIAL GROUP, LLC	CAIRN INVESTMENT GROUP	Aug 22, 2014	Oct 18, 2023	3,344	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	NEWFOCUS FINANCIAL GROUP, LLC	Jul 23, 2010	Nov 22, 2010	122	Firm change	Other
ADVICE AND PLANNING SERVICES	CHARLES SCHWAB & CO., INC.	Jul 18, 2006	Jul 20, 2006	2	Firm change	Other

Relationships

Registered with (4)

→ CAIRN INVESTMENT GROUPRegistered adviserregistration: current employment
Oct 18, 2023 to presentfactForm ADV
→ NEWFOCUS FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Nov 22, 2010 to Aug 22, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 20, 2006 to Jul 23, 2010factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 6, 2005 to Jul 18, 2006factForm ADV

Dated events

No dated event names this entity yet.