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Heather Nicole Ann Nelson

Matson Money, Inc.

Mason, OH

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Current Employers
Matson Money, Inc.

5955 Deerfield Blvd., Mason, OH 45040 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-05-11
OH RA APPROVED 2023-05-11
  • AZ RA
    APPROVED
    Since 2023-05-11
  • OH RA
    APPROVED
    Since 2023-05-11

Branch Locations

5955 Deerfield Blvd., Mason, OH 45040 • 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
Matson Money, Inc. Mason OH 02/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-10
S63 Uniform Securities Agent State Law Examination 2011-10-14
  • S65 Uniform Investment Adviser Law Examination
    2023-05-10
  • S63 Uniform Securities Agent State Law Examination
    2011-10-14

View on SEC IAPD

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PNC WEALTH MANAGEMENT LLC · MASON, OH
J.P. MORGAN SECURITIES LLC · MASON, OH
PROVENANCE WEALTH ADVISORS · MASON, OH
LPL FINANCIAL LLC · MASON, OH
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