Tricia L. Lepofsky

KFA PRIVATE WEALTH GROUP

Tyson, VA 22102-5151

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CRD#: 6679075

Professional summary

Tricia Lynn Lepofsky, who also goes by Tricia Darden, is a registered financial advisor currently at KFA PRIVATE WEALTH GROUP, LLC located in Tyson, Virginia.

Tricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tricia has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tricia Darden

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) DE State Life Annuity and Health Insurance Agent; Variable time allocated; Various Insurance Agencies. 2) Austin Peay University National Alumni Association; Not Investment Related; 601 College St., Clarksville, TN 37044; President of the Alumni Representative of the Washington DC Chapter.; 07/19/2024; 5 hours Per Month; 1 Hour During Securities Trading Hours; Attend Annual Board Meeting and Create and Attend Alumni Events in and Around Washington DC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tricia Lynn Lepofsky's CRS (Customer Relationship Summary).

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

October 1, 2020 - Present

KFA PRIVATE WEALTH GROUP, LLC

Office #1: 8350 Broad St. Suite 220, Tyson, VA 22102-5151

RIA

CRD#: 281678

Tyson, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KFA PRIVATE WEALTH GROUP, LLC

CORA ADVISORS, LLC | KFA PRIVATE WEALTH GROUP, LLC

CRD#: 281678 / SEC#: 801-106726

RIA

Registered Investment Advisory firm - (10/2/2015 Approved)

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

Virginia
(10/1/2020)

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

IAR

Series 65

Date: 10/1/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/31/2022

Securities Industry Essentials Examination

Current Firm

KFA PRIVATE WEALTH GROUP, LLC

CORA ADVISORS, LLC | KFA PRIVATE WEALTH GROUP, LLC

CRD#: 281678 / SEC#: 801-106726

RIA

Registered Investment Advisory firm - (10/2/2015 Approved)

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Contact information

Main Address

8350 Broad St. Suite 220, Tyson, VA 22102-5151

Mailing Address

Phone number

(571) 386-2029

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KFA PRIVATE WEALTH GROUP WRAP PROGRAM (3/26/2025)

DISCLOSURE BROCHURE FOR KFA PRIVATE WEALTH GROUP, LLC (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,816
AUM (Assets Under Management)	$ 676,281,899

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.

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Tricia L. Lepofsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tricia Lynn Lepofsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

KFA PRIVATE WEALTH GROUP, LLC

Primary Firm SEC Registration

KFA PRIVATE WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2020

SIE

Date: 3/31/2022

Current Firm

KFA PRIVATE WEALTH GROUP, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KFA PRIVATE WEALTH GROUP, LLC

TRUST BUT VERIFY

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