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DB

Dino P. Bruno

TCFG WEALTH MANAGEMENT
LAGUNA NIGUEL, CA 92677
Some features on this profile are disabled
CRD#: 4061154
DB

Professional summary


Dino P Bruno, who also goes by Dean Bruno, is a registered financial professional currently at TCFG WEALTH MANAGEMENT, LLC located in Laguna Niguel, California.

Dino is registered as a RR (Registered Representative) and started their career in finance in 1999. Dino has worked at 4 firms and has passed the Series 63, Series 99TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dean Bruno

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 Dino P Bruno'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

July 31, 2025 - Present

TCFG WEALTH MANAGEMENT, LLC

Office #1: 28202 Cabot Road, Suite 305, Laguna Niguel, CA 92677
BD
CRD#: 164153
LAGUNA NIGUEL, CA
Past

October 11, 2024 - February 11, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

January 23, 2002 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
HOLBROOK, NY
Past

November 24, 1999 - March 1, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


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

RR
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

RR
New York
(7/31/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/27/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TW
TCFG WEALTH MANAGEMENT, LLC
TCFG WEALTH MANAGEMENT, LLC

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

BD
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CERTUS FINANCIAL GROUP, LLCMANAGING MEMBER
ROBERTS, RICHARD JAMESPRESIDENT / CEO2145874
TESLA, DEETRA MARIECCO2567278
THORNTON, STEVEN LEEFINOP / CFO4496384

Disclosures


Civil Event1

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.

Company Information


TCFG WEALTH MANAGEMENT, LLC

CRD#: 164153Laguna Niguel, CA 92677

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