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 Christopher Masias

Wealth Enhancement Advisory Services, LLCBD affiliatedLos Angeles, Ca dual registrantIAPD 6994630

Certified Financial Planner

Feed of 09/15/2026

Also filed as David Masias

At current firm

1 y

since May 13, 2025

In the industry

10 y

since Feb 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Enhancement Advisory Services, LLC BD affiliated current
since May 13, 2025 · Plymouth, Mn
Advice And Planning Services BD affiliated
May 13, 2024 to Apr 25, 2025 · Glendale, Ca
Madison Partners independent RIA
Dec 1, 2023 to Jan 12, 2024 · Waunakee, Wi
Wells Fargo Advisors wirehouse
May 16, 2022 to Dec 20, 2023 · Pasadena, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 26, 2018 to May 17, 2022 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

Advice And Planning Services to Wealth Enhancement Advisory Services, LLC
left Apr 25, 2025, registered May 13, 2025 (18 days) · Affiliated broker-dealer or bank to another
Madison Partners to Advice And Planning Services
left Jan 12, 2024, registered May 13, 2024 (122 days) · RIA to affiliated broker-dealer or bank
Wells Fargo Advisors to Madison Partners
left Dec 20, 2023, registered Dec 1, 2023 (-19 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left May 17, 2022, registered May 16, 2022 (-1 days) · Wirehouse to wirehouse · moved with a team

Signals

David Christopher Masias left Advice And Planning Services for Wealth Enhancement Advisory Services, Llc (registered 2025-05-13)
Apr 25, 2025 · Advisor changed firm · fact
David Christopher Masias left Madison Partners for Advice And Planning Services (registered 2024-05-13)
Jan 12, 2024 · Advisor changed firm · fact
David Christopher Masias left Wells Fargo Advisors for Madison Partners (registered 2023-12-01)
Dec 20, 2023 · Advisor changed firm · fact
David Christopher Masias left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2022-05-16)
May 17, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address