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5955 Deerfield Blvd., Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-02-05 |
Branch Locations
82 Patton Ave Suite 208, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Financial Coaching Center, Llc | Asheville | NC | 09/2010 | Present |
| Matson Money, Inc. | Mason | OH | 01/2017 | Present |
SOLICITOR/CO-ADVISOR FOR MATSON MONEY-INVESTMENT RELATED. LICENSED INSURANCE AGENT OPERATING AS AN INDEPENDENT CONTRACTOR, NOT INVESTMENT-RELATED, 06/2011 TO PRESENT. HOURS WORKED VARY, TYPICALLY NONE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-18 |
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