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Detailed Report
GIL PATRICK MATRO
CRD#: 2657981
IA
Investment Adviser
B
Broker
NAVY FEDERAL INVESTMENT SERVICES, LLCCRD#: 138459 555 SATURN BLVD
STE C
SAN DIEGO, CA 92154
Registration History
1996199820002002200420062008201020122014201620182020202220242026IANAVY FEDERAL INVESTMENT SERVIC... (CRD# 138459)2017 - Present (8 years)BNAVY FEDERAL INVESTMENT SERVIC... (CRD# 138459)2006 - Present (18 years)BCUNA BROKERAGE SERVICES, INC. (CRD# 13941)2000 - 2006 (6 years)BWM FINANCIAL SERVICES, INC. (CRD# 599)1999 - 1999 (<1 year)BLEGACY FINANCIAL SERVICES, INC. (CRD# 38697)1998 - 1999 (<1 year)BPRUCO SECURITIES CORPORATION (CRD# 5685)1995 - 1998 (2 years)IANAVY FEDERAL ASSET MANAGEMENT, LLC (CRD# 144244)2007 - 2017 (9 years)IANAVY FEDERAL BROKERAGE SERVICE... (CRD# 138459)2006 - 2007 (1 year)IACUNA BROKERAGE SERVICES, INC. (CRD# 13941)2001 - 2006 (5 years)
License(s)

State Registrations

B
Arizona 7/3/2006
B
New York 5/23/2012
IA
Arizona 1/4/2017
B
North Carolina 7/24/2006
B
California 7/3/2006
IA
North Carolina 9/11/2023
IA
California 1/4/2017
B
Ohio 8/31/2020
B
Florida 7/1/2015
IA
Ohio 9/8/2023
IA
Florida 8/9/2023
B
Oregon 11/5/2009
B
Georgia 10/27/2016
IA
Oregon 1/10/2024
B
Hawaii 5/23/2012
B
Texas 7/12/2006
IA
Hawaii 11/4/2024
IA
Texas 9/8/2023
B
Louisiana 7/3/2006
B
Virginia 5/23/2012
B
Minnesota 10/3/2024
IA
Virginia 8/2/2024
IA
Minnesota 10/7/2024
B
Washington 7/3/2006
B
Nevada 7/3/2006
IA
Washington 1/4/2017
IA
Nevada 1/4/2017

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
NAVY FEDERAL INVESTMENT SERVICES, LLC (CRD#:138459)
555 SATURN BLVD STE C, SAN DIEGO, CA 92154
San Diego, CA
Registered with this firm since 1/4/2017
B
NAVY FEDERAL INVESTMENT SERVICES, LLC (CRD#:138459)
555 SATURN BLVD STE C, SAN DIEGO, CA 92154
San Diego, CA
Registered with this firm since 7/3/2006
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 09/08/2007 - 01/04/2017 NAVY FEDERAL ASSET MANAGEMENT, LLC (CRD#:144244) SAN DIEGO, CA
IA
 09/20/2006 - 09/08/2007 NAVY FEDERAL BROKERAGE SERVICES LLC (CRD#:138459) SANTEE, CA
IA
 04/11/2001 - 09/20/2006 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) SAN DIEGO, CA
B
 07/24/2000 - 07/03/2006 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) SAN DIEGO, CA
B
 03/20/1999 - 10/19/1999 WM FINANCIAL SERVICES, INC. (CRD#:599) IRVINE, CA
B
 05/22/1998 - 03/05/1999 LEGACY FINANCIAL SERVICES, INC. (CRD#:38697) PETALUMA, CA
B
 12/22/1995 - 05/20/1998 PRUCO SECURITIES CORPORATION (CRD#:5685) NEWARK, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.