Robert Mason

Current Employers

Employment History

• 10/2001 → Present
  Coast Financial Services, Inc
  Santa Cruz, CA
• 07/2007 → 10/2019
  1St Global Capital Corp.
  Capitola, CA
• 12/2007 → 10/2019
  1St Global Advisors, Inc.
  Capitola, CA
• 04/2008 → 09/2025
  Avantax Insurance Services
  Capitola, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Santa Cruz, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Santa Cruz, CA
• 02/2008 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Scotts Valley, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Santa Cruz, CA
  Scotts Valley, CA
  Aptos, CA
  Dallas, TX
  Georgetown, TX
• 2007-12-20 → 2019-10-25
  1St Global Advisors Inc
  Capitola, CA

Other Businesses

1) 6517 SERRANO,LLC POSITION: MEMBER OF LLC NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2013 ADDRESS: El Dorado Hills CA 95762, United States DESCRIPTION: Rental real estate 2) COAST FINANCIAL SERVICES WEALTH MANAGEMENT INC POSITION: PRESIDENT NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/03/2006 ADDRESS: Capitola CA 95010, United States DESCRIPTION: Provide financial services to clients. 3) 3603 LUMINSO, LLC POSITION: Manager NATURE: Rental Activity - personal investment INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 655 Capitola Road, Suite 101, Capitola CA 95062, United States DESCRIPTION: residential rental

Exams

• S66 Uniform Combined State Law Examination
  2007-10-31

Other Names

• Robert Mason
• Robert Mason
• Bob Mason
• Robert Vade Mason