BRIAN WESLEY KOFOED is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2026-02-24 | present | Yes |
| ALPHA CUBED INVESTMENTS, LLC | 2024-06-11 | 2026-04-30 | — |
| ARISTA WEALTH MANAGEMENT, LLC | 2024-04-04 | 2024-05-28 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2023-09-26 | — |
| STRATEGIC ADVISERS LLC | 2011-07-08 | 2018-07-13 | — |
| HARRISDIRECT LLC | 2009-09-01 | 2011-06-30 | — |
| STRATEGIC ADVISERS LLC | 2009-02-04 | 2009-08-26 | — |