Ronnie M. Kidd

GENERATIONS INVESTMENT ADVISORS

High Point, NC

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CRD#: 2286371

Professional summary

Ronnie Myron Kidd, who also goes by R M Kidd, R Myron Kidd, is a registered financial advisor currently at GENERATIONS INVESTMENT ADVISORS, LLC located in High Point, North Carolina and MATSON MONEY, INC. located in High Point, North Carolina.

Ronnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Ronnie has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R M Kidd | R Myron Kidd

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.

-OWNS RENTAL PROPERTY AS RONNIE MYRON KIDD. 2023 La Dora Dr., High Point, NC 27265, since before 2006. Spend less than 2 hours/month cONDUCTING ACTIVITY, no hours spent during securities trading hours. Dutiesinclude renting property, monitoring tenants, collecting rent. Activities are not related to securities investments. -North Carolina licensed insurance producer as Ronnie M. Kidd, 2023 La Dora Dr., High Point, NC 27265, not investment-related. Spend less than 1 hour/month conducting activity, activity may or may not be conducted during securities trading hours. Activities include reviewing and possibly replacing insurance policies, and answering inquiries from clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronnie Myron Kidd's CRS (Customer Relationship Summary).

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

August 9, 2006 - Present

GENERATIONS INVESTMENT ADVISORS, LLC

RIA

CRD#: 141248

High Point, NC

Current

May 25, 2017 - Present

MATSON MONEY, INC.

Office #1: 2023 La Dora Drive, High Point, NC 27265

RIA

CRD#: 110425

High Point, NC

Current

December 2, 2022 - Present

EFFICIENT ADVISORS

Office #1: 2023 La Dora Drive, High Point, NC 27265

RIA

CRD#: 150144

High Point, NC

Past

April 11, 2019 - March 1, 2023

SOWELL MANAGEMENT

RIA

CRD#: 127145

High Point, NC

Past

April 1, 2005 - August 9, 2006

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

HIGH POINT, NC

Past

April 1, 2005 - August 9, 2006

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HIGH POINT, NC

Past

November 2, 2004 - April 6, 2005

OSAIC FS, INC.

RIA

CRD#: 3870

JAMESTOWN, NC

Past

December 7, 1992 - April 6, 2005

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

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

North Carolina
(8/9/2006)

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 66

Date: 10/5/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/8/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/3/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MATSON MONEY, INC.

ABUNDANCE TECHNOLOGIES, INC. | MATSON MONEY, INC. | MATRIX ASSET ALLOCATION INC | MATRIX ASSET ALLOCATION

CRD#: 110425 / SEC#: 801-40176

RIA

Registered Investment Advisory firm - (12/5/1991 Approved)

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Contact information

Main Address

5955 Deerfield Blvd., Mason, OH 45040

Mailing Address

Phone number

(513) 204-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATSONMONEYADV_PART2 (7/19/2025)

Regulatory assets under management

Total Number of Accounts	30,142
AUM (Assets Under Management)	$ 20,570,944,739

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ronnie M. Kidd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronnie Myron Kidd's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATSON MONEY, INC.

EFFICIENT ADVISORS

SOWELL MANAGEMENT

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

OSAIC FS, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

MATSON MONEY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2004

Series 63

Date: 12/3/1992

Series 7

Date: 8/8/2001

Series 6

Date: 12/3/1992

Current Firm

MATSON MONEY, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATSON MONEY, INC.

TRUST BUT VERIFY

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