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Advisor at MATSON MONEY, INC.
High Point, NC | HIGH POINT, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MATSON MONEY, INC. | Mixed wealth | May 25, 2017 | n/a | yes | High Point, NC | Current employment |
| GENERATIONS INVESTMENT ADVISORS, LLC | State registered | Aug 9, 2006 | n/a | yes | HIGH POINT, NC | Current employment |
| EFFICIENT ADVISORS | Former SEC adviser | Dec 2, 2022 | Jun 1, 2026 | no | High Point, NC | Previous registration |
| SOWELL MANAGEMENT | Independent wealth | Apr 11, 2019 | Mar 1, 2023 | no | High Point, NC | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Apr 1, 2005 | Aug 9, 2006 | no | HIGH POINT, NC|HIGH POINT, NC | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Nov 2, 2004 | Apr 6, 2005 | no | JAMESTOWN, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EFFICIENT ADVISORS | n/a | Jun 1, 2026 | n/a | n/a | Departure no registered destination | Departure |
| SOWELL MANAGEMENT | EFFICIENT ADVISORS | Mar 1, 2023 | Dec 2, 2022 | -89 | Firm change after gap | RIA to RIA |
| NEXT FINANCIAL GROUP, INC. | GENERATIONS INVESTMENT ADVISORS, LLC | Aug 9, 2006 | Aug 9, 2006 | 0 | Firm change | Other |
| OSAIC FS, INC. | NEXT FINANCIAL GROUP, INC. | Apr 6, 2005 | Apr 1, 2005 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127145:150144:NC:2023-03-01 | Mar 1, 2023 | Dec 2, 2022 | HIGH POINT, NC | Firm change after gap |