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Patrick Morehead

QUIVER FINANCIAL HOLDINGS LLC
LA MIRADA, CA
Some features on this profile are disabled
CRD#: 6661646
PM

Professional summary

Patrick Morehead is a registered financial advisor currently at QUIVER FINANCIAL HOLDINGS LLC located in La Mirada, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Patrick has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Patrick Morehead'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

February 16, 2021 - Present

QUIVER FINANCIAL HOLDINGS LLC

RIA
CRD#: 305224
LA MIRADA, CA
Past

January 27, 2020 - September 14, 2020

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
Los Angeles, CA
Past

November 1, 2018 - February 16, 2021

DELTA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 149596
Los Angeles, CA
Past

November 14, 2017 - January 27, 2020

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
Los Angeles, CA
Past

October 7, 2016 - December 31, 2018

VFG ADVISORS, INC.

RIA
CRD#: 150370
LOS ANGELES, CA
Past

July 18, 2016 - November 13, 2017

VFG SECURITIES, INC.

BD
CRD#: 15121
CULVER CITY, 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.

Highlighted states indicate IAR registrations

IAR
California
(2/16/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/12/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/14/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2016
General Securities Representative Examination

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#: 305224La Mirada, CA

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