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Current Employers
Ash Matson Wealth Partners, Inc.

Palm City, FL • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-09
  • OH RA
    APPROVED
    Since 2026-01-09

Branch Locations

London, OH • United States

Palm City, FL • 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
Platinum Capital Advisors Llc New Richmond OH 05/2015 12/2025
Sourthern Cross Management Ltd New Richmond OH 03/1993 Present
Ash Matson Wealth Partners, Inc. Palm City FL 01/2025 Present
  • 05/2015 → 12/2025
    Platinum Capital Advisors Llc
    New Richmond, OH
  • 03/1993 → Present
    Sourthern Cross Management Ltd
    New Richmond, OH
  • 01/2025 → Present
    Palm City, FL
Previous Registrations
  • 2015-06-08 → 2025-12-31
    Platinum Capital Advisors Llc
    Milford, OH
Other Businesses

1) B. WALDEN INVESTMENTS LTD & SOUTHERN CROSS MANAGEMENT LTD, MANAGING MEMBER SINCE 1993. MANAGES MULTIPLE RENTAL PROPERTIES FOR SEVERAL REAL ESTATE COMPANIES AND PARTNERSHIPS. ALSO, RUNS DEVELOPMENT AND CONSTRUCTION ON SMALL REAL ESTATE DEVELOPMENTS. 2) GREENSTONE DEVELOPERS LLC SINCE 2007 - PARTNER/MANAGING MEMBER - REAL ESTATE DEVELOPMENT. 3) LHR PROPERTIES LTD SINCE 2014 - PARTNER/MANAGING MEMBER - REAL ESTATE DEVELOPMENT. TOTAL HOURS FOR ALL OUTSIDE BUSINESS ACTIVITIES IS 40 PER WEEK WITH APPROXIMATELY 7 DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-07
S63 Uniform Securities Agent State Law Examination 1993-04-13
  • S65 Uniform Investment Adviser Law Examination
    2015-02-07
  • S63 Uniform Securities Agent State Law Examination
    1993-04-13

View on SEC IAPD

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