Craig A. Matson

BLUE DOCK CAPITAL LLC

Fair Oaks Ranch, TX

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CRD#: 1345298

Professional summary

Craig Alan Matson, who also goes by Craig A Matson, is a registered financial advisor currently at BLUE DOCK CAPITAL LLC located in Fair Oaks Ranch, Texas.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Craig has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig A Matson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Alan Matson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2013 - Present

BLUE DOCK CAPITAL LLC

RIA

CRD#: 137255

Fair Oaks Ranch, TX

Past

January 2, 2013 - December 31, 2023

BLUE DOCK CAPITAL LLC

RIA

CRD#: 137255

FAIR OAKS RANCH, TX

Past

March 20, 1985 - April 16, 1985

FOSTER & MARSHALL INC.

CRD#: 321

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/2/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/4/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/1985

General Securities Representative Examination

Current Firm

BLUE DOCK CAPITAL LLC

BLUE DOCK CAPITAL | VINEYARD TRADING PARTNERS | VINEYARD EQUITY PARTNERS | MATSON, CRAIG ALAN | BLUE DOCK CAPITAL LLC

CRD#: 137255 / SEC#:

Texas

Registered Investment Advisory firm - (1/2/2013 Approved)

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Contact information

Main Address

Fair Oaks Ranch, TX

Mailing Address

Phone number

(210) 365-7335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Craig A. Matson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Alan Matson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE DOCK CAPITAL LLC

BLUE DOCK CAPITAL LLC

FOSTER & MARSHALL INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2012

Series 63

Date: 4/4/1985

Series 7

Date: 3/16/1985

Current Firm

BLUE DOCK CAPITAL LLC

Contact information

Documents

Red Flags

Company Information

BLUE DOCK CAPITAL LLC

TRUST BUT VERIFY

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