Tricia Lynn Lepofsky

Employer firm

Kfa Private Wealth Group, LLC CRD 281678

$830M regulatory AUM 51 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Kfa Private Wealth Group, Llc

8350 Broad St. Suite 220, Tyson, VA 22102-5151 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2020-10-01

VA RA
APPROVED

Since 2020-10-01

Branch Locations

8350 Broad St. Suite 220, Tyson, VA 22102-5151 • 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

Organization	City	State	From	To
Kfa Private Wealth Group	Vienna	VA	06/2016	Present
First Church Of Christ, Scientist	Alexandria	VA	07/2005	10/2018

06/2016 → Present

Kfa Private Wealth Group

Vienna, VA
07/2005 → 10/2018

First Church Of Christ, Scientist

Alexandria, VA

Other Businesses

1) DE State Life Annuity and Health Insurance Agent; Variable time allocated; Various Insurance Agencies. 2) Austin Peay University National Alumni Association; Not Investment Related; 601 College St., Clarksville, TN 37044; President of the Alumni Representative of the Washington DC Chapter.; 07/19/2024; 5 hours Per Month; 1 Hour During Securities Trading Hours; Attend Annual Board Meeting and Create and Attend Alumni Events in and Around Washington DC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-10-01

S65 Uniform Investment Adviser Law Examination

2020-10-01

Other Names

Tricia Darden

View on SEC IAPD