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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Patrick Albert LeFevre

Advisor at PFG ADVISORS

Phoenix, AZ

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Search this name across graphsid dfx:ria:808e0d22-32aa-a23f-6562-d0d2d01efb20

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 30, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PFG ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 30, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 10, 2019
First registration: May 30, 2014
Dual registered: yes, broker-dealer
Other names: PATRICK ALBERT LEFEVRE|Patrick LeFevre|PATRICK A LEFEVRE
IAPD individual key: 6312976

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PFG ADVISORS	Independent wealth	Jun 6, 2025	n/a	yes	Phoenix, AZ	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 4, 2023	Jun 3, 2025	no	PEORIA, AZ\|SCOTTSDALE, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jul 10, 2019	Jul 30, 2020	no	Phoenix, AZ\|SAN ANTONIO, TX\|Phoenix, AZ	Previous registration
VOYA INVESTMENT MANAGEMENT CO. LLC	Asset manager	May 30, 2014	Sep 7, 2016	no	NEW YORK, NY\|SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PFG ADVISORS	Jun 3, 2025	Jun 6, 2025	3	Firm change	Wirehouse to RIA
USAA INVESTMENT SERVICES COMPANY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 30, 2020	Apr 4, 2023	978	Firm change after gap	Other
VOYA INVESTMENT MANAGEMENT CO. LLC	USAA INVESTMENT SERVICES COMPANY	Sep 7, 2016	Jul 10, 2019	1,036	Firm change after gap	Other

Relationships

Registered with (4)

→ PFG ADVISORSRegistered adviserregistration: current employment
Jun 6, 2025 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 4, 2023 to Jun 3, 2025factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jul 10, 2019 to Jul 30, 2020factForm ADV
→ VOYA INVESTMENT MANAGEMENT CO. LLCRegistered adviserregistration: previous registration
May 30, 2014 to Sep 7, 2016factForm ADV

Dated events

Occurred
Jun 3, 2025
Advisor changed firm
Patrick Albert Lefevre left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Pfg Advisors (registered 2025-06-06)
Form ADVobserved 6 days ago