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
Everett Blake Massey
Feed of 09/14/2026
Also filed as Blake Massey
At current firm
5 y
since Jul 21, 2021
In the industry
15 y
since Jun 21, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Jul 21, 2021 · Jacksonville, Fl
- Waddell & Reed formerOct 17, 2017 to Jul 21, 2021 · Jacksonville, Fl
- Securian Financial Services, Inc. formerSep 28, 2016 to Sep 8, 2017 · Jacksonville, Fl
- Financial Engines Advisor Center, LLC formerJan 22, 2015 to Apr 14, 2016 · Jacksonville, Fl
- The Mutual Fund Store unclassifiedDec 18, 2012 to Jan 26, 2015 · Jacksonville, Fl
- Global Financial Private Capital, Inc. formerJul 13, 2011 to Nov 28, 2012 · Orange Park, Fl
Moves
a registration end followed by a registration begin elsewhere
- Waddell & Reed to LPL Financial LLCleft Jul 21, 2021, registered Jul 21, 2021 (0 days) · corporate re-registration, not a move
- Securian Financial Services, Inc. to Waddell & Reedleft Sep 8, 2017, registered Oct 17, 2017 (39 days) · Other
- Financial Engines Advisor Center, LLC to Securian Financial Services, Inc.left Apr 14, 2016, registered Sep 28, 2016 (167 days) · Other
- The Mutual Fund Store to Financial Engines Advisor Center, LLCleft Jan 26, 2015, registered Jan 22, 2015 (-4 days) · Other
- Global Financial Private Capital, Inc. to The Mutual Fund Storeleft Nov 28, 2012, registered Dec 18, 2012 (20 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address