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Matthew Paul Bonito

Inspire Advisors, LLC

Dublin, OH

Meridian, ID

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Current Employers
Inspire Advisors, Llc

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-02
  • OH RA
    APPROVED
    Since 2021-11-02

Branch Locations

485 Metro Place South Suite 120, Dublin, OH 43017 • United States

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services, Llc Faifax VA 01/2014 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 11/2021
Inspire Advisors, Llc Dba Inspire Advisors - Upward Management Columbus OH 11/2021 Present
  • 01/2014 → 11/2018
    Edelman Financial Services, Llc
    Faifax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 11/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 11/2021 → Present
    Inspire Advisors, Llc Dba Inspire Advisors - Upward Management
    Columbus, OH
Previous Registrations
  • 2018-11-01 → 2021-11-23
    Columbus, OH
  • 2014-01-14 → 2018-11-01
    Edelman Financial Services, Llc
    Columbus, OH
    Fairfax, VA
  • 2009-01-02 → 2013-12-31
    Columbus, OH
    Columbus, OH
    Columsub, OH
    Kokomo, IN
    Blacklick, OH
  • 2005-07-07 → 2008-12-03
    Blacklick, OH
    Blacklick, OH
  • 2004-02-04 → 2005-07-06
    Regis Asset Management Llc
    Sunbury, OH
Other Businesses

(1) 11/2021 Inspire Advisors of Ohio, LLC (not used for marketing purposes) ; Member; Investment Related; Entity Formed strictly to compensate employees of Inspire Advisors, LLC to pay for joint business expenses; no time spent. (2) 06/2018 SAVESON ACRES HOMEOWNER'S ASSOCIATION; Secretary; Homeowner's Association; Non Investment Related; 5 hours/0 during security trading hours; Fitzwilliam Lane, Johnstown OH 43031; Take meeting notes as well as voting on board issues. (3) 03/2002 Independent Licensed insurance Agent; Investment Related; Johnstown, Ohio; life, health and accident insurance licensed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-10
S63 Uniform Securities Agent State Law Examination 2004-10-26
  • S65 Uniform Investment Adviser Law Examination
    2005-03-10
  • S63 Uniform Securities Agent State Law Examination
    2004-10-26
Designations

View on SEC IAPD

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