MB
Matthew R. Bonadona
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CRD#: 4917605
MB
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Ryan Bonadona was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2008. Matthew had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
COHESION WEALTH ADVISORS - FINANCIAL DBA - 30% OWNER - 4245 N CENTRAL EXPRESSWAY, STE 235 DALLAS, TX - DBA USED FOR INVESTMENT COMMISSIONS & BUSINESS EXPENSES; SELF EMPLOYED INSURANCE AGENT - FIXED INSURANCE SALES; SCF INVESTMENT ADVISORS - INVESTMENT ADVISOR REP; COHESION BUSINESS ADVISORS - BUSINESS CONSULTING - 1/3 PARTNER - SAME ADDRESS; ADDAX CONSULTING GROUP - CONSULTING FOR MEDICAL DIVISION - START DATE 5/18/2020 - 5-10 HOURS PER WEEK all DURING TRADING HOURS - 15% PARTNER - SAME ADDRESS; JIM FORTIN TRANSFORMATIONAL COACHING - NON INVESTMENT RELATED - SAME ADDRESS - TEACHING/COACHING - VOLUNTEER COACH - START 10/2021 - 20 HOURS/MONTH, NONE DURING TRADING HOURS - COACHING VIA CLOSED GROUP PLATFORM, GUEST HOST, UNPAID, ITEMS INCLUDE: IDENTITY, SUB CONSCIOUS VALUES, HABITS, COMMITMENTS, INTEGRITY, RELATIONSHIPS, RESPONSIBILITY, LIFE INTERPRETATIONS, CLARITY & VISION; THE BONADONA SHOW - NON INVESTMENT RELATED - SAME ADDRESS - CONTENT PROVIDER/CREATOR - START 09/2021 - 2 HOURS/MONTH, NONE DURING TRADING HOURS - FOCUS ON EDUCATION & REAL WORLD EXAMPLES CENTERED AROUND HUMAN EXPERIENCE, TOPICS INCLUDE: ANXIETY/STRESS, DIVORCE/INFIDELITY, SELF-DOUBT, FEAR, HOW YOU TALK ABOUT YOURSELF, RESPONSIBILITIES, COMMITMENTS, SELF-INTEGRITY, SHOWING UP, MORNING ROUTINE, ALCOHOL/PRESCRIPTION DRUGS; COHESION COMPANIES - NON INVESTMENT RELATED - SAME ADDRESS - MANAGEMENT COMPANY - PARTNER - 12/20/2021 - 0 HR/MONTH - 0 HR/MONTH - MANAGEMENT COMPANY FOR THE EMPLOYEES OF OUR THREE COMPANIES TO PROVIDE BENEFITS; LIFE ON YOUR TERMS - NON INVESTMENT RELATED - 1917 MARSHALL DR, ALLEN, TX 75013 - LIFE COACHING - PARTNER - 2/06/2023 - 0 HR/MONTH - 0 HR/MONTH - COACHING VIA CLOSED GROUP PLATFORM, GUEST HOST, UNPAID, ITEMS INCLUDE: IDENTITY, SUB CONSCIOUS VALUES, HABITS, COMMITMENTS, INTEGRITY, RELATIONSHIPS, RESPONSIBILITY, LIFE INTERPRETATIONS, CLARITY & VISION;
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
February 15, 2024 - August 1, 2024
THE AMERIFLEX GROUP
RIA
CRD#: 305585
Dallas, TX
Past
February 15, 2024 - August 1, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
DALLAS, TX
Past
July 18, 2017 - February 14, 2024
SCF INVESTMENT ADVISORS, INC.
RIA
CRD#: 123608
Dallas, TX
Past
June 3, 2016 - February 14, 2024
SCF SECURITIES, INC.
BD
CRD#: 47275
DALLAS, TX
Past
January 4, 2008 - June 8, 2016
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
ADDISON, TX
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".
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
Registered Investment Advisory firm - (12/13/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
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Contact information
Main Address
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113
Mailing Address
Phone number
(702) 987-9730
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 34,131 |
| AUM (Assets Under Management) | $ 9,355,813,271 |
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.
