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.

Advisor moves

Arrivals at Mason & Associates, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Kyle Austin EaglePbmares Wealth Management LLC independent RIAMason & Associates, LLC independent RIARIA to RIADec 31, 2025Jan 12, 2026
Colby Jordan MankCoppell Advisory Solutions LLC independent RIAMason & Associates, LLC independent RIARIA to RIAAug 21, 2025Jun 1, 2026 (284 d)
Benjamin Edward RaikesVerus Financial Partners independent RIAMason & Associates, LLC independent RIARIA to RIADec 21, 2021Feb 15, 2022 (56 d)
Michael Ray MasonCentaurus Financial, Inc. BD affiliatedMason & Associates, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 1, 2020Sep 4, 2020
Kenneth Tod MasonCentaurus Financial, Inc. BD affiliatedMason & Associates, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 1, 2020Sep 4, 2020
Thomas Farrington BlackburnCentaurus Financial, Inc. BD affiliatedMason & Associates, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 1, 2020Sep 4, 2020
John Michael MasonCentaurus Financial, Inc. BD affiliatedMason & Associates, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 1, 2020Sep 1, 2020
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7 moves match.