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Fefa Financial CRD 324833
$435M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
530 Vance Road, Saint Louis, MO 63088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-05-10 |
| FL | RA | APPROVED | 2023-06-12 |
| TX | RA | APPROVED_RES | 2023-05-31 |
Branch Locations
2002 Cove Lane, North Palm Beach, FL 33408 • United States
530 Vance Road, Saint Louis, MO 63088 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 05/2020 | 02/2024 |
| Fefa Asset Management, Llc | St Louis | MO | 05/2020 | 02/2024 |
| Service Corporation International | Jupiter | FL | 10/2012 | 11/2016 |
| Fefa Advisors Llc (Previously Ev Federal, Llc ) | St Louis | MO | 11/2016 | Present |
| Vci Wealth Management Llc | North Palm Beach | FL | 05/2023 | Present |
licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-13 |
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