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 FINANCIAL ADVISORS, INC.

Current firm class

independent wealth managerderived

Book size

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

Industry start

Aug 18, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

32derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63

First exam

Aug 18, 1986

First registration

Sep 16, 2002

Dual registered

yes, broker-dealer

IAPD individual key

1408878

• Occurred

  Nov 21, 2023
  Advisor departed, no destination yet

  Michael John Matson no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f278cb4e-07be-739d-6dd6-7ee62efb2a74

First observed

Sep 16, 2002

Last observed

Sep 14, 2026 7 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.