Gilbert E. Matthews
Professional summary
Gilbert Elliott Matthews, who also goes by Gilbert Matthews Family Trust, is a registered financial professional currently at SUTTER SECURITIES INCORPORATED located in Irvine, California and BOUSTEAD SECURITIES, LLC located in Irvine, California.
Gilbert is registered as a RR (Registered Representative) and started their career in finance in 1961. Gilbert has worked at 3 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gilbert Elliott Matthews's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 22, 1996 - Present
SUTTER SECURITIES INCORPORATED
Office #1: 6 Venture, Suite 395 Suite 395, Irvine, CA 92618November 2, 2018 - Present
BOUSTEAD SECURITIES, LLC
Office #1: 6 Venture Suite 395, Irvine, CA 92618June 22, 1961 - January 4, 1996
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/14/1996)
(2/21/2018)
(1/22/1996)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 1
Date: 6/22/1961
Registered Representative ExaminationFINRA
Current Firm
BOUSTEAD SECURITIES, LLC
CRD#: 141391 / SEC#: , 8-67384
Contact information
FINRA licenses (47 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
