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501 North El Camino Real Suite 200, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-19 |
| CA | RA | APPROVED | 2020-03-30 |
Branch Locations
501 North El Camino Real Suite 200, San Clemente, CA 92672 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westpark Capital, Dba: Quiver Asset Management | Irvine | CA | 07/2016 | 09/2020 |
| Quiver Financial Holdings Llc | San Clemente | CA | 03/2020 | Present |
| Westpark Capital, Dba: Quiver Asset Management | Irvine | CA | 07/2016 | 03/2020 |
| American Trust Investment Services, Inc | San Clemente | CA | 08/2025 | Present |
QUIVER FINANCIAL INSURANCE SERVICES; POSITION: CEO NATURE: FIXED INSURANCE SALES, INVESTMENT RELATED: YES, NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007; ADDRESS: 501 N EL CAMINO REAL, SAN CLEMENTE, CA 92672 DESCRIPTION: SALES AND SERVICE OF FIXED INSURANCE PRODUCTS QUIVER FINANCIAL HOLDINGS LLC; POSITION: MANAGING PRINCIPAL / CCO NATURE: Quiver Holdings provides advisory and consulting services to privately held companies. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/14/2018; ADDRESS: 501 N El Camino Real, Ste 200, San Clemente CA 92672, United States; DESCRIPTION: Business Development, Strategic Planning, Client Service QUIVER FINANCIAL, INC. INVESTMENT RELATED, 501 N EL CAMINO REAL STE 200, SAN CLEMENTE, CA, HOLDING COMPANY RELATED TO QUIVER FINANCIAL HOLDINGS, LLC, CEO, 1/2007, 20 HOURS A MONTH, OVERSEES OPERATIONS AND EXPANSION OF COMPANY NORTH BEACH AUTO, LLC, NOT INVESTMENT RELATED, 1645 N EL CAMINO REAL, SAN CLEMENTE, CA, MANAGING PARTNER, 11/2022, 20 HOURS A MONTH, PROVIDES CONSULTING AND GUIDANCE ON STRATEGY, INVENTORY MANAGEMENT, MARKETING, FINANCING, AND GENERAL OPERATING PROCEDURES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-08 |
| S66 | Uniform Combined State Law Examination | 2002-12-24 |
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