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423 Central Avenue, Northfield, IL 60093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-05-09 |
| IL | RA | APPROVED | 2015-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernardi Securities | Northfield | IL | 08/2013 | Present |
MATTHEW BERNARDI IS ENGAGED IN THE FOLLOWING OUTSIDE BUSINESS ACTIVITIES: #1 MANAGING PARTNER OF MPBC HOLDINGS LLC. THIS ENTITY INVESTS SINGLE FAMILY REAL ESTATE IN THE CHICAGO AREA. THE ENTITY IS LOCATED AT 366 S. BASSWOOD, LAKE FOREST IL 60045. THE START DATE WAS FEBRUARY 2011. THE TIME INVOLVEMENT IS MINIMAL AND NOT DURING SECURITIES TRADING HOURS. #2 INVESTOR IN RTM LLC. THIS ENTITY INVESTS IN REAL-ESTATE PROPERTIES. THE BUSINESS IS LOCATED AT 111 N. SUFFOLK LN LAKE FOREST IL 60045. START DATE WAS DECEMBER 2012. LIMITED TIME GIVEN ONLY OVER WEEKENDS, TOTALING LESS THAN AN HOUR/MONTH. #3 MEMBER OF CHURCHILL FARMS HOLDINGS LLC. THIS ENTITY PURCHASES AND LEASES FARMLAND. THE ENTITY IS LOCATED AT 111 N. SUFFOLK LN LAKE FOREST IL 60045. THE START DATE WAS DECEMBER 2014. THE TIME INVOLVEMENT IS MINIMAL AND NOT DURING SECURITIES TRADING HOURS. #4 BERNARDI ASSET MANAGEMENT, LLC. TITLE- INVESTMENT ADVISOR. THIS ENTITY IS AN INVESTMENT ADVISOR FIRM AND AFFILIATE OF BERNARDI SECURITIES, INC. THE ENTITY IS LOCATED AT 423 CENTRAL AVENUE, NORTHFIELD, IL 60093. START DATE WAS DECEMBER 2014. TIME INVOLVED IS APPROXIMATELY 40+ HRS/WK. MAJORITY OF TIME SPENT IS DURING TRADING HOURS. #5 PARTNER IN THURBER-JUNCTION LLC. ENTITY IS REAL ESTATE HOLDING LLC. ENTITY IS LOCATED AT 111 N SUFFOLK LN, LAKE FOREST, IL 60045. START DATE WAS FEBRUARY 2020. TIME INVOLVEMENT IS MINIMAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-08 |
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