DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Arthur Massa
Chartered Financial Consultant
Feed of 09/15/2026
At current firm
8 y
since Dec 21, 2017
In the industry
34 y
since Aug 13, 1992 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Prime Capital Financial mixed wealth currentsince Dec 21, 2017 · Overland Park, Ks
- Ascende Wealth Advisers, Inc. formerJan 31, 2011 to Dec 19, 2017 · Houston, Tx
- Bok Financial Asset Management, Inc. formerJan 29, 2003 to Dec 9, 2010 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Ascende Wealth Advisers, Inc. to Prime Capital Financialleft Dec 19, 2017, registered Dec 21, 2017 (2 days) · Other · moved with a team
- Bok Financial Asset Management, Inc. to Ascende Wealth Advisers, Inc.left Dec 9, 2010, registered Jan 31, 2011 (53 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address