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Justin M. Singletary

QUIVER FINANCIAL HOLDINGS LLC
KATY, TX
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CRD#: 6325695
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Professional summary


Justin Michael Singletary MR, who also goes by Justin Michael Singletary, is a registered financial advisor currently at QUIVER FINANCIAL HOLDINGS LLC located in Katy, Texas and AMERICAN TRUST INVESTMENT SERVICES, INC. located in San Clemente, California.

Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Justin has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Justin Michael Singletary

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.
QUIVER FINANCIAL, INC., INVESTMENT RELATED, SAN CLEMENTE, CALIFORNIA, RIA, DIRECTOR OF BUSINESS DEVELOPMENT, START DATE: 9/2020, 160 HOURS PER MONTH, ALL DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Justin Michael Singletary MR's CRS (Customer Relationship Summary).

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


Current

May 22, 2021 - Present

QUIVER FINANCIAL HOLDINGS LLC

RIA
CRD#: 305224
KATY, TX
Current

August 28, 2025 - Present

AMERICAN TRUST INVESTMENT SERVICES, INC.

Office #1: 910 S El Camino Real #200, San Clemente, CA 92672
BD
CRD#: 3001
San Clemente, CA
Past

January 18, 2017 - September 2, 2020

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
Newport Beach, CA
Past

May 11, 2016 - December 16, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
NORCO, CA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(5/22/2021)
RR
California
(9/29/2025)
IAR
Texas
(1/12/2024)
RR
Texas
(9/30/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/26/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/3/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


QF
QUIVER FINANCIAL HOLDINGS LLC
QUIVER FINANCIAL HOLDINGS LLC

CRD#: 305224 / SEC#:

California
Registered Investment Advisory firm - (3/30/2020 Approved)
Texas
Registered Investment Advisory firm - (10/19/2020 Conditional Restricted)
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Contact information


Main Address
501 North El Camino Real Suite 200, San Clemente, CA 92672
Mailing Address
Phone number
(949) 492-6900
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts279
AUM (Assets Under Management)$ 69,500,000

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


QUIVER FINANCIAL HOLDINGS LLC

CRD#: 305224Katy, TX

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