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28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-11 |
| CO | RA | APPROVED | 2023-04-10 |
| CA | RA | APPROVED | 2016-06-20 |
| WA | RA | APPROVED | 2016-06-20 |
Branch Locations
340 Rosewood Ave., Suite C, Camarillo, CA 93010 • United States
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terry D. Deever, Cpa | Camarillo | CA | 05/2005 | Present |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 06/2016 | Present |
| Tcfg Investment Advisors, Llc | Laguna Niguel | CA | 06/2016 | Present |
Terry Deever CPA; An Accountancy Corporation | Not investment related | 5/1/2005 | Owner | Camarillo, CA | 100 hours | Tax prep/planning services, books/records adjustments, tax analysis for transactions/business planning | Accentrix Solutions LLC | Not investment related | 1/1/2013 | Automate payroll, HR, Safety, W/C Claims management | 5% Devoted for activity | Accentrix Advisors, LLC | Not investment related | 12/30/2010 | Financial Planning and Investment Advisory Services | 20 hours/mnth | TCFG Investment Advisor, LLC | Investment related | 7/6/2016 | IAR | 28202 Cabot Road, #300, Laguna Niguel, CA 92677 | 60 hrs/month | Financial Planning and Asset Management | TCFG Insurance Solutions Insurance | Investment related | 10/1/2018 | Agent | Laguna Niguel, Ca | 20 Hours | Life and indexed insurance product placement |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-05 |
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