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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-10 |
| IL | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bolingbrook | IL | 11/2015 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Bolingbrook | IL | 11/2015 | 10/2025 |
| Lpl Financial Llc | Downers Grove | IL | 10/2025 | Present |
1. 09/2025 - Genesis Wealth/Matt Madera - Non-Variable Insurance - Investment related - 160 Hrs/Mth - 08 Hrs During Trading - Downers Grove, IL 60515 - OBA start date: 10/06/2025 2. 09/2025 - Genesis Wealth - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 08 Hrs During Trading - At Reported Business Location(s) - OBA start date: 10/06/2025 3. 09/2025 - Madera Capital Advisory - Business Entity For Tax/Investment Purposes Only - Investment related - 160 Hrs/Mth - 08 Hrs During Trading - Downers Grove, IL 60515 - OBA start date: 10/06/2025 4. 09/2025 - Matt Madera - Real Estate Rental - Real Estate Rental - Investment related - 01 Hrs/Mth - 01 Hrs During Trading - Plainfield, IL 60586 - OBA start date: 08/30/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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