DFX Intelligence
Advisor moves
Arrivals at Ash Matson Wealth Partners, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brynn Thomas Walden | Platinum Capital Advisors LLC unclassified | Ash Matson Wealth Partners, Inc. state registered | Other | Dec 31, 2025 | Jan 9, 2026 |
| Ralph James Bourgeois | Prime Investment Partners, LLC unclassified | Ash Matson Wealth Partners, Inc. state registered | Other | Dec 31, 2025 | Feb 10, 2025 |
| Joseph Edward Matson | Matson & Cuprill, LLC unclassified | Ash Matson Wealth Partners, Inc. state registered | Other | Jun 14, 2013 | Jan 1, 2026 (4584 d) |
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3 moves match.