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Current Employers
Lefavi Wealth Management

2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-01-23
  • UT RA
    APPROVED
    Since 2024-01-23

Branch Locations

2323 Foothill Dr., Suite 100, Salt Lake City, UT 84109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Draper UT 10/2011 06/2017
Voya Financial Advisors West Jordan UT 09/2017 10/2017
Raymond James & Associates, Inc Cottonwood Heights UT 10/2017 07/2018
Bruce A. Lefavi Securities, Inc. Salt Lake City UT 07/2018 Present
  • 10/2011 → 06/2017
    Td Ameritrade
    Draper, UT
  • 09/2017 → 10/2017
    Voya Financial Advisors
    West Jordan, UT
  • 10/2017 → 07/2018
    Cottonwood Heights, UT
  • 07/2018 → Present
    Bruce A. Lefavi Securities, Inc.
    Salt Lake City, UT
Previous Registrations
Other Businesses

1)BOY SCOUTS OF AMERICA;NO;8395 S 700 W, SANDY, UT 84070;NON-PROFIT ORGANIZATION;VENTURE ADVISOR;05/01/2012; 10/0;ADVISE AND COORDINATE ACTIVITIES 2)SCHOOL LAND TRUST COMMITTEE, ASCENT SCHOOL;NO;5662 W 8200 SOUTH WEST JORDAN UT 84081;NON-EXEMPT;MEMBER/PRESIDENT;09/01/2015;4/0;ORGANIZE AND RUN MONTHLY MEETINGS 3)INDEPENDENT INSURANCE AGENT;YES;3738 W JUDD CIRCLE WEST JORDAN UT;FIXED INSURANCE;INDEPENDENT INSURANCE AGENT;09/18/2017;160/160;SALE OF FIXED INSURANCE PRODUCTS 4. School Lands Trust Community Council Address: West Jordan, UT Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related:No Start Date: 09/15/2015 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: At my Children's Charter School the state of Utah's School Lands Trust distributes profits from the trust for every child to qualifying schools in Utah. The council audits the expenditures to ensure they are only used for qualified education expenses. Pinnacle Financial Planning. 09/01/2017. Sole Proprietor/Owner. Shell company not currently being used from previous plans to open and start an RIA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-28
  • S66 Uniform Combined State Law Examination
    2011-10-28
Designations
Other Names
  • Jeff Craig Kemp
  • Jeffery Craig Kemp

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