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
Mason Michael Page
Feed of 09/14/2026
At current firm
5 y
since Jun 25, 2021
In the industry
11 y
since Nov 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Alliance Wealth Advisors, LLC independent RIA currentsince Jun 25, 2021 · Centerville, Ut
- Townsquare Capital, LLC asset managerMar 5, 2018 to Nov 22, 2021 · Lehi, Ut
- Allegis Investment Advisors, LLC formerJan 30, 2017 to Mar 28, 2018 · Bountiful, Ut
Moves
a registration end followed by a registration begin elsewhere
- Townsquare Capital, LLC to Alliance Wealth Advisors, LLCleft Nov 22, 2021, registered Jun 25, 2021 (-150 days) · RIA to a newly registered adviser · moved with a team
- Allegis Investment Advisors, LLC to Townsquare Capital, LLCleft Mar 28, 2018, registered Mar 5, 2018 (-23 days) · RIA to RIA · moved with a team
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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address