Deetra M. Tesla

TCFG WEALTH MANAGEMENT

MISSOURI CITY, TX

CRD#: 2567278

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Professional summary

Deetra Marie Tesla, who also goes by Deetra Marie Portanova, Deetra Marie Portanova-koch, Deetra Tesla, Deetra Marie Tesla-koch, is a registered financial professional currently at TCFG WEALTH MANAGEMENT, LLC located in Missouri City, Texas.

Deetra is registered as a RR (Registered Representative) and started their career in finance in 1995. Deetra has worked at 18 firms and has passed the Series 63, Series 99TO, SIE, Series 55, Series 7, Series 24 and Series 14 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Deetra Marie Portanova | Deetra Marie Portanova-Koch | Deetra Tesla | Deetra Marie Tesla-Koch

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Deetra Marie Tesla'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

March 5, 2014 - Present

TCFG WEALTH MANAGEMENT, LLC

CRD#: 164153

MISSOURI CITY, TX

Past

November 13, 2023 - April 22, 2026

AUGMENT CAPITAL, LLC

CRD#: 322519

AUSTIN, TX

Past

January 12, 2023 - August 4, 2023

PORTSMOUTH FINANCIAL SERVICES

CRD#: 13980

SAN FRANCISCO, CA

Past

November 1, 2021 - April 4, 2022

LEX

CRD#: 304601

NEW YORK, NY

Past

August 23, 2021 - July 26, 2022

AMERICAN ALTERNATIVE CAPITAL, LLC

CRD#: 309956

Irvine, CA

Past

October 29, 2019 - March 5, 2020

NEXTREND SECURITIES, INC.

CRD#: 43710

AUSTIN, TX

Past

September 28, 2019 - April 30, 2020

COINSHARES CAPITAL LLC

CRD#: 170506

New York, NY

Past

July 18, 2018 - January 23, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

February 1, 2018 - December 31, 2018

WINDWARD CAPITAL INC.

CRD#: 142245

Missouri City, TX

Past

May 31, 2016 - July 6, 2020

VOLEO USA, INC

CRD#: 273027

Missouri city, TX

Past

January 14, 2014 - April 23, 2014

LION STREET FINANCIAL, LLC

CRD#: 165828

MISSOURI CITY, TX

Past

December 11, 2012 - December 31, 2013

TCFG WEALTH MANAGEMENT, LLC

CRD#: 164153

MISSOURI CITY, TX

Past

October 28, 2010 - January 6, 2012

TRANSACT CAPITAL SECURITIES, LLC

CRD#: 133822

GLEN ALLEN, VA

Past

June 6, 2006 - January 5, 2007

HUCKIN FINANCIAL GROUP, INC.

CRD#: 8593

HOUSTON, TX

Past

May 13, 2005 - September 15, 2009

NELSONREID, INC.

CRD#: 45503

HOUSTON, TX

Past

November 11, 2002 - April 14, 2003

NAVILLUS SECURITIES, INC.

CRD#: 31230

WEST CONSHOHOCKEN, PA

Past

June 1, 1999 - December 4, 2000

NEXTREND SECURITIES, INC.

CRD#: 43710

AUSTIN, TX

Past

October 6, 1998 - May 28, 1999

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

January 23, 1998 - July 14, 1998

ADVANTAGE SECURITIES

CRD#: 42879

HOUSTON, TX

Past

January 17, 1995 - April 10, 1997

BLOCK TRADING INC.

CRD#: 36666

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/5/2014)

Connecticut
(12/6/2021)

Florida
(1/13/2021)

Maryland
(1/19/2017)

Massachusetts
(1/13/2021)

Nevada
(3/29/2022)

New Hampshire
(8/30/2021)

New Jersey
(1/13/2021)

New York
(7/15/2020)

South Carolina
(11/4/2021)

Texas
(3/5/2014)

Washington
(12/22/2021)

West Virginia
(2/3/2016)

Exams

State Security Law Exam

Series 63

Date: 1/26/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 4/24/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 1/16/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

SRO Registrations

FINRA

Current Firm

TCFG WEALTH MANAGEMENT, LLC

CRD#: 164153 / SEC#: , 8-69089

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

28202 Cabot Road, Suite 305, Laguna Niguel, CA 92677

Mailing Address

28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677

Phone number

(949) 365-5830

Established

Delaware since 04/10/2012

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (48 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CERTUS FINANCIAL GROUP, LLC	MANAGING MEMBER
ROBERTS, RICHARD JAMES	PRESIDENT / CEO	2145874
TESLA, DEETRA MARIE	CCO	2567278
THORNTON, STEVEN LEE	FINOP / CFO	4496384

Disclosures

Civil Event

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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Advisor Monitoring

Firm Stability Insights

Deetra M. Tesla

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Deetra Marie Tesla's CRS (Customer Relationship Summary).

Certified licenses

Experience

AUGMENT CAPITAL, LLC

PORTSMOUTH FINANCIAL SERVICES

LEX

AMERICAN ALTERNATIVE CAPITAL, LLC

NEXTREND SECURITIES, INC.

COINSHARES CAPITAL LLC

MML INVESTORS SERVICES, LLC

WINDWARD CAPITAL INC.

VOLEO USA, INC

LION STREET FINANCIAL, LLC

TCFG WEALTH MANAGEMENT, LLC

TRANSACT CAPITAL SECURITIES, LLC

HUCKIN FINANCIAL GROUP, INC.

NELSONREID, INC.

NAVILLUS SECURITIES, INC.

NEXTREND SECURITIES, INC.

INVESCO DISTRIBUTORS, INC.

ADVANTAGE SECURITIES

BLOCK TRADING INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/26/1995

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 4/24/2000

Series 7

Date: 1/16/1995

Series 24

Date: 1/2/2023

Series 14

Date: 1/2/2023

FINRA

Current Firm

TCFG WEALTH MANAGEMENT, LLC

Contact information

FINRA licenses (48 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

TCFG WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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