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5955 Deerfield Blvd., Mason, OH 45040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-23 |
| NC | RA | APPROVED | 2025-10-17 |
| MI | RA | APPROVED | 2025-10-16 |
| OR | RA | APPROVED | 2025-10-16 |
| CO | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED_RES | 2025-10-15 |
| CA | RA | APPROVED | 2025-10-14 |
| WA | RA | APPROVED | 2025-10-14 |
| OH | RA | APPROVED | 2023-02-01 |
| AZ | RA | APPROVED | 2023-01-25 |
Branch Locations
18760 North Pima Road, 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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-23 |
| NC | RA | APPROVED | 2025-10-17 |
| MI | RA | APPROVED | 2025-10-16 |
| OR | RA | APPROVED | 2025-10-16 |
| CO | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED_RES | 2025-10-15 |
| CA | RA | APPROVED | 2025-10-14 |
| WA | RA | APPROVED | 2025-10-14 |
| AZ | RA | APPROVED | 2025-08-26 |
| OH | RA | APPROVED | 2025-08-14 |
Branch Locations
5955 Deerfield Blvd., Mason, OH 45040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matson Money, Inc. | Scottsdale | AZ | 02/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-31 |
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