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Allan Scott Lefevre

Dba, Lefevre Capital Management

San Francisco, CA

CRD 1349000

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Employer firm

Dba, Lefevre Capital Management CRD 287874

Reported services (Item 5G)

  • Portfolio management (institutions)

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

Current Employers
Dba, Lefevre Capital Management

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-01-11
  • CA RA
    APPROVED
    Since 2018-01-11

Branch Locations

San Francisco, CA • 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
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-22
S63 Uniform Securities Agent State Law Examination 1985-05-07
  • S65 Uniform Investment Adviser Law Examination
    2014-10-22
  • S63 Uniform Securities Agent State Law Examination
    1985-05-07
Other Names
  • Scott Lefevre

View on SEC IAPD

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