Matthew William Stevens

Current Employers

Employment History

• 04/2012 → 10/2018
  Cadena Securities Services, Llc
  Saint Petersburg, FL
• 01/2014 → Present
  Mader & Shannon Wealth Management
  Kansas City, MO

Previous Registrations

• 2003-07-25 → 2012-12-11
  First American Financial Advisors, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

Since 2002- Patriot USA Properties, LLC, (PUP) Real Estate Investment, Not investment related, 4947 Westwood Terrace, Kansas City, Mo. 64112. PUP Owns, acquires and manages residential rental properties both single and multifamily units. This requires about 100 hours per month of time primarily during business hours. Since 2014 registered with Mader Shannon Wealth Management, #800- 4717 Grand Avenue, Kansas City Missouri. 64112 a Registered Investment Advisor. Duties involve introduction of potential leads and customers to this firm but have no role in selecting investments or trade executions. This requires about 5 hours a month, primarily during trading hours. For a registration completion First Equity Bank is in need of a MSRB principal, First Equity Bank (FSB) is located at 3956 West Dempsey, Skokie, Il. 60076, I will fulfill that roll. Though the firm handles certain hard asset and financial investments the firm is not planning on conducting any municipal activities in the near or long term. I will have no customer contact. Beginning March 2023 I will be in contact with FSB regarding any municipal activity and be closely involved should any discussion regarding municipal business occur. I will continue operating from my home office in Kansas City. It appears this position will require approximately 1 hour per month. Since 2020 Affiliated with Bonner Ridge, LLC, (BRL) 1781 East 4th, Tonganoxie, Ks. 66086, Not Investment related? BRL, Owns, acquires, and manages residential rental properties. This takes about 10 hours per month Primarily on weekends. Since 2020 Affiliated with MattMax, LLC, Box 3777, KCKS 66103, Not Investment related. This is an inactive corporation that owns one vacant lot which generates no income. No future acquisitions are scheduled.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-20
• S63 Uniform Securities Agent State Law Examination
  1981-03-26