Best Investors Account Sign in
Inactive

Daniel Joseph List

Matson Capital LLC

Mason, OH

Matson Money, Inc.

Mason, OH

Claim This Profile
Current Employers
Matson Capital Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-30
CA RA APPROVED 2025-10-09
CO RA APPROVED 2025-10-09
MI RA APPROVED 2025-10-09
OR RA APPROVED 2025-10-09
NC RA APPROVED 2025-09-18
WA RA APPROVED 2025-09-17
AZ RA APPROVED 2025-08-26
OH RA APPROVED 2025-08-14
TX RA APPROVED 2025-08-10
  • FL RA
    APPROVED
    Since 2025-10-30
  • CA RA
    APPROVED
    Since 2025-10-09
  • CO RA
    APPROVED
    Since 2025-10-09
  • MI RA
    APPROVED
    Since 2025-10-09
  • OR RA
    APPROVED
    Since 2025-10-09
  • NC RA
    APPROVED
    Since 2025-09-18
  • WA RA
    APPROVED
    Since 2025-09-17
  • AZ RA
    APPROVED
    Since 2025-08-26
  • OH RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED
    Since 2025-08-10

Branch Locations

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

Matson Money, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-22
OR RA APPROVED 2025-10-15
CA RA APPROVED 2025-10-09
CO RA APPROVED 2025-10-09
MI RA APPROVED 2025-10-09
NC RA APPROVED 2025-09-18
WA RA APPROVED 2025-09-17
AZ RA APPROVED 2019-05-29
TX RA APPROVED_RES 2002-07-11
OH RA APPROVED 1999-12-07
  • FL RA
    APPROVED
    Since 2025-10-22
  • OR RA
    APPROVED
    Since 2025-10-15
  • CA RA
    APPROVED
    Since 2025-10-09
  • CO RA
    APPROVED
    Since 2025-10-09
  • MI RA
    APPROVED
    Since 2025-10-09
  • NC RA
    APPROVED
    Since 2025-09-18
  • WA RA
    APPROVED
    Since 2025-09-17
  • AZ RA
    APPROVED
    Since 2019-05-29
  • TX RA
    APPROVED_RES
    Since 2002-07-11
  • OH RA
    APPROVED
    Since 1999-12-07

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 (F/K/A Abundance Technologies, Inc.) Cincinnati OH 08/1994 Present
  • 08/1994 → Present
    Matson Money (F/K/A Abundance Technologies, Inc.)
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-10-09
S65 Uniform Investment Adviser Law Examination 1995-05-09
  • S63 Uniform Securities Agent State Law Examination
    1995-10-09
  • S65 Uniform Investment Adviser Law Examination
    1995-05-09
Other Names
  • Dan List
  • Daniel List

View on SEC IAPD

Other Firms

RETIRE RIGHT WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
PROVENANCE WEALTH ADVISORS
LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

RONALD JOSEPH GULASKEY
ROBERT BOYD PATTON
CHRISTOPHER BARNES
Tim John Tracy
Lucas J. Hiler
WILLIAM GERARD MCKENNA
JASON DANIEL JONES
CHARLES WAYNE MAXIM

Other Offices

RETIRE RIGHT WEALTH MANAGEMENT · MASON, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Mason, OH
PNC WEALTH MANAGEMENT LLC · MASON, OH
J.P. MORGAN SECURITIES LLC · MASON, OH
PROVENANCE WEALTH ADVISORS · MASON, OH
LPL FINANCIAL LLC · MASON, OH
EDWARD JONES · MASON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Mason, OH

More in Mason, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor