Stephen Edward Masula

Current Employers

Advisors Wealth Management, Inc

Carlsbad, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-13

CA RA
APPROVED

Since 2025-10-13

Branch Locations

Carlsbad, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Advisors Wealth Management, Inc	Carlsbad	CA	10/2014	Present
Realty Investors	Whittier	CA	03/1993	Present
Stephen Masula, Cfp, Ea	Carlsbad	CA	04/1984	Present
Realty Investors Exchange, Inc.	Carlsbad	CA	12/1989	Present

10/2014 → Present

Advisors Wealth Management, Inc

Carlsbad, CA
03/1993 → Present

Realty Investors

Whittier, CA
04/1984 → Present

Stephen Masula, Cfp, Ea

Carlsbad, CA
12/1989 → Present

Realty Investors Exchange, Inc.

Carlsbad, CA

Previous Registrations

2012-05-04 → 2014-10-16

California Financial Partners

Glendale, CA
2011-01-03 → 2014-09-24

Lpl Financial Llc

Rancho Santa Fe, CA

Glendale, CA

Carlsbad, CA
2009-09-08 → 2010-10-25

Lpl Financial Llc

Rancho Sante Fe, CA
2002-01-14 → 2009-09-08

Mutual Service Corporation

Rancho Sante Fe, CA

Other Businesses

STEPHEN EDWARD MASULA IS AN INDEPENDENT LICENSED INSURANCE AGENT, AN ENROLLED AGENT WITH THE IRS, A REAL ESTATE BROKER, AND AN ACCOUNTANT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. ADVISORS WEALTH MANAGEMENT, INC. ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF ADVISORS WEALTH MANAGEMENT, INC. IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT. STEPHEN EDWARD MASULA IS A LICENSED REAL ESTATE AGENT. FROM TIME TO TIME, HE MAY OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES AND CLIENTS SHOULD BE AWARE THAT THESE SERVICES MAY INVOLVE A CONFLICT OF INTEREST. ADVISORS WEALTH MANAGEMENT, INC. ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT AND CLIENTS ARE IN NO WAY REQUIRED TO UTILIZE THE SERVICES OF ANY REPRESENTATIVE OF ADVISORS WEALTH MANAGEMENT, INC. IN SUCH INDIVIDUAL'S OUTSIDE CAPACITIES.