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Quinley Stewardship LLC CRD 309888
$28.3M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4044 S. Demaree Street Suite B, Visalia, CA 93277-9476 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED_RES | 2020-11-10 |
Branch Locations
4044 S. Demaree Street Suite B, Visalia, CA 93277-9476 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2006 | 04/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2006 | 04/2020 |
| Quinley Financial Stewardship & Insurance Services, Inc. | Visalia | CA | 04/2006 | 12/2016 |
| Kevil Quinley (Dba Quinley Financial Stewardship Starting 2017) | Visalia | CA | 04/2006 | 09/2020 |
| Quinley Stewardship Llc | Visalia | CA | 06/2020 | 07/2025 |
| Kevil Quinley | Visalia | CA | 01/2017 | 04/2021 |
| Quinley Stewardship Llc | Visalia | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-08 |
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