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28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-24 |
| NC | RA | APPROVED | 2022-02-17 |
| PA | RA | APPROVED | 2022-01-14 |
| OR | RA | APPROVED | 2021-06-22 |
| OK | RA | APPROVED | 2020-03-26 |
| CO | RA | APPROVED | 2019-02-07 |
| TX | RA | APPROVED_RES | 2019-02-06 |
| CA | RA | APPROVED | 2017-01-03 |
Branch Locations
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
Smoky Lake, Alberta • Canada
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill Securities, Inc. | Chico | CA | 07/2008 | 12/2016 |
| Securities America, Inc. | Santa Clara | CA | 12/2016 | 12/2016 |
| Securities America Advisors, Inc. | La Vista | NE | 12/2016 | 12/2016 |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 01/2017 | Present |
| Tcfg Investment Advisors, Llc | Laguna Niguel | CA | 01/2017 | Present |
Alberta ltd 1913693 | Not investment related | PO Box 760 Smoky Lake Alberta, Canada | Owner/Operator | farming grain, canola, cattle | TCFG Investment Advisors, LLC | Investment related | Laguna Niguel, CA | Investment Advisor | 50 hours/month |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-07 |
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