Theodore John Deutz
Professional Summary
Theodore John Deutz, who also goes by Tj Deutz, is a registered financial advisor currently at LYNX CAPITAL, LLC located in Moraga, California. Theodore is registered as a RR (Registered Representative) and started their career in finance in 1993. Theodore has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tj Deutz
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
GP GROUP, LLC | LYNX CAPITAL, LLC | LYNX CAPITAL
Contact Information
Main Address
55 Parson Brown Ct., Moraga, CA 94556Mailing Address
55 Parson Brown Ct., Moraga, CA 94556Phone Number
(925) 388-0462Established
California since 10/21/2008Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DEUTZ, THEODORE JOHN | PRESIDENT/CCO | 2333618 |
| MORGAN, WILLIAM ARTHUR | FINOP | — |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/3/2010)
(12/4/2013)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Theodore John Deutz's CRS (Customer Relationship Summary).
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