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RIA / WealthAdvisorCertified Financial Planner18 years in industry

REUBEN SCOTT MASON

Advisor at DOCEO WEALTH, LLC

MERIDIAN, ID

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Search this name across graphsid dfx:ria:f04a9153-0ea0-5a63-4523-51fa204efb09

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2008 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: DOCEO WEALTH, LLC
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: Mar 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Mar 12, 2008
First registration: Jun 18, 2008
Dual registered: no
Other names: SCOTT MASON|R. SCOTT MASON
IAPD individual key: 5387684

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
DOCEO WEALTH, LLC	Independent wealth	Dec 17, 2025	n/a	yes	MERIDIAN, ID	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 7, 2014	Dec 17, 2025	no	Meridian, ID	Previous registration
DESERT ROSE CAPITAL MANAGEMENT, INC.	Independent wealth	Mar 15, 2011	Feb 14, 2014	no	MERIDIAN, ID	Previous registration
BEACON ROCK INVESTMENT ADVISORS	n/a	Aug 26, 2010	Mar 14, 2011	no	EAGLE, ID	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 18, 2008	Aug 26, 2010	no	BOISE, ID\|EAGLE, ID\|Meridian, ID\|BOISE, ID\|Lehi, UT	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
MML INVESTORS SERVICES, LLC	DOCEO WEALTH, LLC	Dec 17, 2025	Dec 17, 2025	0	Firm change	Ibd to RIA
DESERT ROSE CAPITAL MANAGEMENT, INC.	MML INVESTORS SERVICES, LLC	Feb 14, 2014	Jul 7, 2014	143	Firm change	Other
BEACON ROCK INVESTMENT ADVISORS	DESERT ROSE CAPITAL MANAGEMENT, INC.	Mar 14, 2011	Mar 15, 2011	1	Firm change	Other
MML INVESTORS SERVICES, LLC	BEACON ROCK INVESTMENT ADVISORS	Aug 26, 2010	Aug 26, 2010	0	Firm change	Other

Relationships

Registered with (4)

→ DOCEO WEALTH, LLCRegistered adviserregistration: current employment
Dec 17, 2025 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 7, 2014 to Dec 17, 2025factForm ADV
→ DESERT ROSE CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 15, 2011 to Feb 14, 2014factForm ADV
→ BEACON ROCK INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Aug 26, 2010 to Mar 14, 2011factForm ADV

Dated events

Occurred
Dec 17, 2025
Advisor changed firm
Reuben Scott Mason left Mml Investors Services, Llc for Doceo Wealth, Llc (registered 2025-12-17)
Form ADVobserved 4 days ago