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5955 Deerfield Blvd., Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-26 |
| OH | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-10 |
Branch Locations
18760 N. Pima Rd., Scottsdale, AZ 85255 • United States
5955 Deerfield Blvd., Mason, OH 45040 • United States
5955 Deerfield Blvd., Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED_RES | 2002-07-11 |
| OH | RA | APPROVED | 1999-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matson Money, Inc. (F/K/A Abundance Technologies, Inc.) | Cincinnati | OH | 10/1991 | Present |
| Matson Capital, Llc | Cincinnati | OH | 06/2025 | Present |
Matson Family Foundation/ NOT INVESTMENT RELATED/ 18760 N. Pima Rd. Scottsdale, AZ 85255/ Non profit/ OWNER/ 09-2011/ Charity Matson Capital/ INVESTMENT RELATED/ 5955 Deerfield Blvd, Mason OH 45040/ RIA/ OWNER/ 06-2025/ AFFILIATED RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-10 |
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