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
David Alan Massart
Feed of 09/15/2026
Also filed as Dave Massart
At current firm
4 y
since Jan 13, 2022
In the industry
33 y
since Apr 6, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Beacon Pointe Advisors, LLC independent RIA currentsince Jan 13, 2022 · Newport Beach, Ca
- Next Generation Wealth Management, Inc. formerApr 25, 2005 to Mar 7, 2022 · Milwaukee, Wi
- Wells Fargo Investments, LLC unclassifiedJan 3, 2005 to Apr 22, 2005 · Milwaukee, Wi
- Strong Capital Management Inc unclassifiedJan 6, 2003 to Dec 31, 2004 · Menomonee Falls, Wi
Moves
a registration end followed by a registration begin elsewhere
- Next Generation Wealth Management, Inc. to Beacon Pointe Advisors, LLCleft Mar 7, 2022, registered Jan 13, 2022 (-53 days) · RIA to RIA · moved with a team
- Wells Fargo Investments, LLC to Next Generation Wealth Management, Inc.left Apr 22, 2005, registered Apr 25, 2005 (3 days) · Other
- Strong Capital Management Inc to Wells Fargo Investments, LLCleft Dec 31, 2004, registered Jan 3, 2005 (3 days) · Other
Signals
- David Alan Massart left Next Generation Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-01-13)Mar 7, 2022 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address