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4 Mountain View Terrace Suite 104, Danbury, CT 06810-4116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-09-29 |
Branch Locations
4 Mountain View Terrace Suite 104, Danbury, CT 06810-4116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matson Financial Advis. | Danbury | CT | 08/1999 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | Present |
| Matson Financial Advisors, Inc | Danbury | CT | 07/2020 | Present |
1. MATSON FINANCIAL ADVISORS, INC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 8/1999, ADMINISTRATIVE ASSISTANT, APX 40 HOURS PER WEEK, 32.5 DURING TRADING HOURS, CLIENT ASSISTANCE AND ACCOUNT ADMINISTRATION. 2. CONGREGATIONAL CHURCH OF BROOKFIELD, NOT INVESTMENT RELATED, 160 WHISCONIER RD, BROOKFIELD, CT 06804, CHURCH, STARTED 5/2015, 2 HOURS PER WEEK, NOT DURING TRADING HOURS, PREPARE FINANCIAL REPORTS,, FACILITATE EXPENDITURES APPROVED BY THE CONGREGATION 3. NAME OF OTHER BUSINESS: MATSON FINANCIAL ADVISORS, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BUSINESS; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE; START DATE: 7/2020; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-24 |
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