Tricia Lepofsky has been an investment adviser representative at KFA Private Wealth Group since October 2020, and is not listed among the firm’s executive officers or direct owners.
Kfa Private Wealth Group, LLC is a Tyson, VA firm with $830M under management, 823 clients and 11 advisers in one office, as of its March 2026 filing.
- – present · 6 yearsTyson, VA · Adviser representative · Firm CRD 281678
Investment adviser representative registrations
Tricia Lepofsky is registered as an investment adviser representative in Virginia, since October 2020.
- VirginiaSince 1 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 31 March 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 October 2020 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tricia Lynn Lepofsky
- CRD
- 6679075
- Firm
- KFA Private Wealth Group · CRD 281678
- Office
- 8350 BROAD ST., SUITE 220, Tyson, VA 22102-5151
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Tricia Lepofsky work?
Tricia Lepofsky is an investment adviser representative registered through Kfa Private Wealth Group, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Tricia Lepofsky a financial advisor?
Yes. Tricia Lepofsky has a current investment-adviser registration in Virginia, through KFA Private Wealth Group since October 2020.
How many years of experience does Tricia Lepofsky have?
Tricia Lepofsky has 6 years in the financial industry, since September 2020, across 1 adviser firm.
What exams has Tricia Lepofsky passed?
Tricia Lepofsky has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in October 2020.
Where is Tricia Lepofsky based?
Tricia Lepofsky’s registered office is in Tyson, VA.
Is Tricia Lepofsky registered with FINRA?
No. Tricia Lepofsky has no current broker registration.
How can I verify Tricia Lepofsky’s record?
Search CRD 6679075 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tricia Lepofsky’s full registration record.
