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Palm City, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-13 |
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