Patrick Morehead

Employer firm

Quiver Financial Holdings LLC CRD 305224

$84.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Nicholas Air
  Los Angeles, CA
• 11/2012 → 10/2022
  Calair
  Los Angeles, CA
• 06/2016 → 11/2017
  Vfg Securities Inc.
  Culver City, CA
• 11/2017 → 01/2020
  Westpark Capital Inc
  Los Angeles, CA
• 10/2016 → 12/2018
  Vfg Advisors, Inc.
  Los Angeles, CA
• 11/2018 → 02/2021
  Delta Investment Management, Llc
  Los Angeles, CA
• 01/2020 → 09/2020
  American Trust Investment Services, Inc.
  Los Angeles, CA
• 07/2016 → 09/2020
  Vanclef Financial Group
  Los Angeles, CA
• 02/2021 → Present
  Quiver Financial Holdings Llc
  San Clemente, CA
• 05/2019 → Present
  Advantage Real Estate
  Santa Monica, CA
• 10/2020 → 08/2025
  Tax Law Solutions
  Schaumburg, IL
• 07/2024 → 07/2025
  Gojet Airlines
  Los Angeles, CA
• 07/2025 → 05/2026
  Global Crossing Airlines
  Los Angeles, CA

Previous Registrations

• 2018-11-01 → 2021-02-16
  Delta Investment Management, Llc
  Los Angeles, CA
• 2016-10-07 → 2018-12-31
  Vfg Advisors, Inc.
  Los Angeles, CA

Other Businesses

ADVANTAGE REAL ESTATE POSITION: Agent NATURE: Real Estate Agent. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 5/2019 ADDRESS: 1021 Pico Blvd., Santa Monica CA 90404, United States DESCRIPTION: assisting in the Buying and Selling homes for individuals in the marketplace. INSURANCE SALES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 5/2019 ADDRESS: California DESCRIPTION: Insurance products TAX LAW SOLUTIONS POSITION: Solicitor NATURE: Tax Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/2020 ADDRESS: Schaumburg, IL DESCRIPTION: Refer potential tax clients FLYOVER ESTATES, LLC POSITION: Owner NATURE: Asset protection company for our personal real estate assets. INVESTMENT RELATED: No NUMBER OF HOURS: Less than one NUMBER OF HOURS DURING TRADING HOURS: Less than one START DATE: 1/1/2022. ADDRESS: 30 N. GOULD ST. STE R. SHERIDAN, WY 82801. NICHOLAS AIR POSITION: First Officer, NATURE: Airline; INVESTMENT RELATED: No; NUMBER OF HOURS: 60 Hours per Month; START DATE: 7/2025; ADDRESS: Los Angeles, CA SDC CAPITAL VENTURES POSITION: Referral, Compensated through Referral Fee; NATURE: Solar Investment; INVESTMENT RELATED: Yes; NUMBER OF HOURS: less than 1% of time; START DATE: 10/1/2024; ADDRESS: LA MIRADA, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12