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Quivira Advisors, LLC CRD 332457
1,000,001 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Richardson, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quivira Advisors Llc | Dallas | TX | 10/2024 | Present |
| Quivira Advisors, Llc | Dallas | TX | 06/2024 | Present |
| Quivira Llc | Dallas | TX | 07/2021 | Present |
| At&T, Inc. | Dallas | TX | 07/2021 | Present |
| Campus Crates | Dallas | TX | 01/2019 | 08/2021 |
| Shawmut Design & Contruction | Los Angeles | CA | 06/2019 | 08/2019 |
| Full Time Student | Waco | TX | 09/2013 | 05/2021 |
1. Quivira LLC; Not Investment Related; Dallas, TX; Holding Company; Managing Member; Started 08/2021; Approximately 40 hours spent per month; Approximately 5 hours per month spent during securities trading hours. 2. AT&T, Inc.; Not Investment Related; Dallas, TX; Telecommunications; Lead Product Technology; Approximately 160 hours per month spent; Approximately 130 hours per month spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
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