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33 Public Square, Medina, OH 44256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-26 |
| TX | RA | APPROVED | 2022-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 06/2007 | Present |
| First Mason Financial, Llc | Brunswick | OH | 09/2007 | Present |
1-FIRST MASON FINANCIAL LLC; INVESTMENT RELATED;33 Public Square,Medina,Oh 44256; RIA; PRESIDENT; 8/10/2007; 240 HRS/MONTH; ALL; COMPENSATION-FEE BASED INCOME FROM MY RIA; INVESTMENT ADVISOR. 2)First Mason Properties;not investment related;33 Public Square,Medina,Oh 44256;ownership of commercial building;CEO;7/1/2015;0 hrs/month;0 hrs during trading;property owner 3)Daniel Mason;investment related;33 Public Sq,Medina,OH 44256;life insurance & fixed indexed annuities;agent;2010;10 hrs/month;6.5 hrs during trading;life insurance & fixed indexed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-04 |
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