Roger Noel Matson

Current Employers

Employment History

• 04/2006 → 09/2020
  Securities Service Network, Inc.
  Federal Way, WA
• 09/2020 → 06/2024
  Securities America, Inc.
  Richland, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Richland, WA

Previous Registrations

• 2006-09-06 → 2007-05-02
  Ssn Advisory, Inc.
  Federal Way, WA
• 1991-02-12 → 2006-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Federal Way, WA
  Tacoma, WA

Other Businesses

1. DBA - Matson Capital Management 2. ROGER MATSON- INSURANCE AGENT POSITION: insurance agent NATURE: Insurance license (property, casualty, life, disability, & VA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2009 ADDRESS: 114 Columbia Point Dr., Suite D, Richland WA 99352, United States DESCRIPTION: Variable Annuities- which enable clients to invest in variable separate accounts 3. MATSON TRUST POSITION: co-trustee NATURE: co-trustee of Trusts established by my parents for the benefit of my two children INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/07/1999 ADDRESS: 114 Columbia Point Dr., Suite D, Richland WA 99352, United States DESCRIPTION: co-trustee and registered rep 4. MCM ADVISORY, LLC POSITION: owner/manager NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/25/2007 ADDRESS: 114 Columbia Point Dr., Suite D, Richland WA 99352, United States DESCRIPTION: investment management

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-26
• S63 Uniform Securities Agent State Law Examination
  1987-10-28

Designations