This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MATSON MONEY, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 18, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Dec 18, 1987

First registration

Nov 11, 2008

Dual registered

no

Other names

ROBERT GARDNER

IAPD individual key

1788067

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2d636ba2-46df-882d-445d-8ae49bfb98ec

First observed

Nov 11, 2008

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.