Matthew Gordon Padera

Current Employers

Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2023-07-20

CO RA
APPROVED

Since 2023-07-20

Branch Locations

4600 South Ulster St. Suite 900, Denver, CO 80237 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lt Trust Company	Denver	CO	01/2015	12/2016
Eplan Services	Denver	CO	12/2016	04/2022
Tifin Wealth	Boulder	CO	05/2022	05/2022
Unemployed	Denver	CO	05/2022	07/2022
Definiti Llc	The Woodlands	TX	07/2022	03/2023
Unemployed	Denver	CO	03/2023	06/2023
Cbiz	Denver	CO	06/2023	Present

01/2015 → 12/2016

Lt Trust Company

Denver, CO
12/2016 → 04/2022

Eplan Services

Denver, CO
05/2022 → 05/2022

Tifin Wealth

Boulder, CO
05/2022 → 07/2022

Unemployed

Denver, CO
07/2022 → 03/2023

Definiti Llc

The Woodlands, TX
03/2023 → 06/2023

Unemployed

Denver, CO
06/2023 → Present

Cbiz

Denver, CO

Previous Registrations

2016-04-05 → 2016-12-09

Plan Strategies Inc

Centennial, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-19
S63	Uniform Securities Agent State Law Examination	2017-02-22

S65 Uniform Investment Adviser Law Examination

2023-07-19
S63 Uniform Securities Agent State Law Examination

2017-02-22

View on SEC IAPD

Current Employers

Cbiz Investment Advisory Services, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

Reviews