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CQ

Clifford H. Quisenberry

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CRD#: 2012059
CQ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Clifford Hale Quisenberry JR, who also goes by Cliff Quisenberry Jr, was a registered financial professional .

Clifford is a previously registered financial professional and started their career in finance in 1997. Clifford had worked at 2 firms and has passed the Series 63, Series 65, Series 6 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cliff Quisenberry Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 14, 2016 - January 22, 2021

CARAVAN CAPITAL MANAGEMENT LLC

RIA
CRD#: 148301
TACOMA, WA
Past

March 21, 1997 - July 2, 2001

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/7/1997
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 12/4/1992
Non-Member General Securities Examination

Current Firm


CC
CARAVAN CAPITAL MANAGEMENT LLC
CARAVAN CAPITAL | CARAVAN CAPITAL MANAGEMENT LLC

CRD#: 148301 / SEC#: 801-110208

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Contact information


Main Address
950 Pacific Avenue, Suite 500, Tacoma, WA 98402
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CARAVAN CAPITAL MANAGEMENT (7/1/2020)

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.

Company Information


CARAVAN CAPITAL MANAGEMENT LLC

CRD#: 148301

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