Donald Bryson Kurfees

Current Employers

Kurfees Capital Management, Llc

2786 Helston Road, Columbus, OH 43220 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2000-07-26

OH RA
APPROVED

Since 2000-07-26

Branch Locations

Columbus, OH • United States

94 N. High Street, Ste. 250, Dublin, OH 43017 • 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
Cetera Advisor Networks Llc	El Segundo	CA	03/2014	Present
Sageview Advisory Group, Llc	Irvine	CA	03/2014	Present

03/2014 → Present

Cetera Advisor Networks Llc

El Segundo, CA
03/2014 → Present

Sageview Advisory Group, Llc

Irvine, CA

Previous Registrations

2014-03-10 → 2015-06-19

Cetera Wealth Services, Llc

Knoxville, TN
2014-03-26 → 2015-06-19

Creative Planning Institutional Advisors, Llc

Knoxville, TN

Newport Beach, CA

Other Businesses

1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, START DATE: 03/2014, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 03/2014, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES; 3. NAME OF OTHER BUSINESS: ROCKET PONY LLC, INVESTMENT RELATED: NO, ADDRESS: 2100 RIVERDALE SUITE 100 LITTLE ROCK, AR 72203, NATURE OF BUSINESS: COMMERCIAL BUILDING, START DATE: 2013, APX NUMBER OF HOURS PER WEEK: MINIMAL, APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL, BRIEF DESCRIPTION OF DUTIES: COMMERCIAL BUILDING; 4. KURFEES CAPITAL MANAGEMENT, LLC, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 09/2000, 40HRS/WK (32.5 TRADING HOURS), ADVISORY REPRESENTATIVE; 5. DC AUTUMN LLC, NOT INVESTMENT RELATED, 600 AUTUMN RD., LITTLE ROCK, AR 72211, COMMERCIAL REAL ESTATE, START 12/31/2014, 0HRS/WK (NON-TRADING HOURS), COMMERCIAL REAL ESTATE INVESTMENT;

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-05-29
S66	Uniform Combined State Law Examination	1997-12-22
S65	Uniform Investment Adviser Law Examination	1994-12-06

S63 Uniform Securities Agent State Law Examination

2014-05-29
S66 Uniform Combined State Law Examination

1997-12-22
S65 Uniform Investment Adviser Law Examination

1994-12-06

Other Names

Bryce Kurfees

View on SEC IAPD