Donald B. Kurfees

KURFEES CAPITAL MANAGEMENT

DUBLIN, OH 43017

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CRD#: 2543049

Professional summary

Donald Bryson Kurfees JR, who also goes by Bryce Kurfees, is a registered financial advisor currently at KURFEES CAPITAL MANAGEMENT, LLC located in Dublin, Ohio.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Donald has worked at 8 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryce Kurfees

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Bryson Kurfees JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 26, 2000 - Present

KURFEES CAPITAL MANAGEMENT, LLC

Office #1: 94 N. High Street, Ste. 250, Dublin, OH 43017

RIA

CRD#: 120971

DUBLIN, OH

Past

May 26, 2014 - June 19, 2015

CETERA WEALTH SERVICES, LLC

CRD#: 13572

KNOXVILLE, TN

Past

March 26, 2014 - June 19, 2015

SAGEVIEW ADVISORY GROUP, LLC

RIA

CRD#: 126777

KNOXVILLE, TN

Past

March 20, 2014 - June 19, 2015

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

KNOXVILLE, TN

Past

March 10, 2014 - March 19, 2014

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

KNOXVILLE, TN

Past

February 11, 2003 - March 10, 2003

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

December 24, 1997 - July 7, 2000

WEALTHSTONE EQUITIES, INC.

CRD#: 17826

COLUMBUS, OH

Past

November 18, 1994 - April 6, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 10, 1994 - October 19, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 10, 1994 - October 19, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/26/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/29/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/22/1997

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/6/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/19/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/24/2014

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 12/22/1997

General Securities Representative Examination

Current Firm

KURFEES CAPITAL MANAGEMENT, LLC

KURFEES CAPITAL MANAGEMENT, LLC | TRUST NOBELS

CRD#: 120971 / SEC#:

Kentucky

Registered Investment Advisory firm - (11/18/2008 Terminated)

Ohio

Registered Investment Advisory firm - (7/26/2000 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2786 Helston Road, Columbus, OH 43220

Mailing Address

Phone number

(614) 859-9834

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 8,200,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Donald B. Kurfees

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Bryson Kurfees JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

SAGEVIEW ADVISORY GROUP, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

GROVE POINT INVESTMENTS, LLC

WEALTHSTONE EQUITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/29/2014

Series 66

Date: 12/22/1997

Series 65

Date: 12/6/1994

SIE

Date: 6/19/2015

Series 6

Date: 5/24/2014

Series 7

Date: 12/22/1997

Current Firm

KURFEES CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KURFEES CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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