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Inactive

Robert Wade Mason

Allworth Financial, L.P.

Kennesaw, GA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-07
  • TX RA
    APPROVED_RES
    Since 2020-01-07

Branch Locations

2950 Cherokee St Nw Suite 700, Kennesaw, GA 30144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delta Airlines Atlanta GA 08/1999 Present
Retirement Advisors Of America Addison TX 07/2016 Present
Allworth Financial, L.P. Kennesaw GA 01/2020 Present
  • 08/1999 → Present
    Delta Airlines
    Atlanta, GA
  • 07/2016 → Present
    Retirement Advisors Of America
    Addison, TX
  • 01/2020 → Present
    Allworth Financial, L.P.
    Kennesaw, GA
Previous Registrations
  • 2016-07-05 → 2020-01-07
    Raa
    Niceville, FL
    Addison, TX
  • 2013-04-11 → 2016-11-14
    Advisor Financial Services, Llp
    Niceville, FL
    Woodstock, GA
Other Businesses

PILOT FOR DELTA AIRLINES. APPROXIMATELY 15-20 DAYS PER MONTH, WHICH MAY OR MAY NOT BE DURING NORMAL BUSINESS HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-04
  • S65 Uniform Investment Adviser Law Examination
    2013-03-04
Other Names
  • Wade Mason

View on SEC IAPD

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MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITY FINANCIAL PLANNING GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRICORD INVESTMENT ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

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Tyler Sesan
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DAVID LEE TAYLOR
JOSEPH YEGANEGI
LOWELL KYLE BROCK
ROBERT LOUIS TAKACS
JAMES PARNICK JENNINGS

Other Offices

EDWARD JONES · KENNESAW, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KENNESAW, GA
MML INVESTORS SERVICES, LLC · Kennesaw, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Kennesaw, GA
UNITY FINANCIAL PLANNING GROUP LLC · KENNESAW, GA
AMERIPRISE FINANCIAL SERVICES, LLC · KENNESAW, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Kennesaw, GA
TRICORD INVESTMENT ADVISORS, INC. · KENNESAW, GA

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