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161 E Rose Ave, Orange City, FL 32763 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lefils & Company, Llc | Orange City | FL | 06/2007 | Present |
I am a partner in Diamond L Cattle Company, LLC which is not investment-related and whose address is 161 E Rose Ave, Orange City, FL 32763. The business is a commercial cattle operation and I am a managing member. The business started in November of 2011. I spend less than 5 hours/month and no hours during securities trading hours. My duties include minimal maintenance and feeding of cattle. I am also an employee of LeFils & Company, LLC which is not investment-related and whose address is 161 E Rose Ave, Orange City, FL 32763. The company is a CPA firm where I am employed full-time. I began working for the firm in June of 2007. I spend approximately 160 hours/month with this business and 6-7 hours during securities trading hours. I will devote less time to this business as my financial advising business increases. I am a CPA of the firm and perform managerial and other duties typical of a CPA in public practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-10 |
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