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Michael Darnell Porter

Cetera Investment Advisers LLC

Houston, TX

Houston, TX

CRD 5070255

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

701 North Post Oak Rd Suite 320, Houston, TX 77024 • United States

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Md Porter, Pllc Houston TX 07/2001 Present
Allstate Insurance Company Conroe TX 10/2015 06/2018
Mml Investors Services, Llc Houston TX 06/2018 06/2021
Massachusetts Mutual Life Insurance Company Houston TX 06/2018 06/2021
Totus Wealth Management, Llc The Woodlands TX 05/2021 Present
Cetera Advisors Llc St Cloud MN 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 07/2001 → Present
    Md Porter, Pllc
    Houston, TX
  • 10/2015 → 06/2018
    Allstate Insurance Company
    Conroe, TX
  • 06/2018 → 06/2021
    Houston, TX
  • 06/2018 → 06/2021
    Massachusetts Mutual Life Insurance Company
    Houston, TX
  • 05/2021 → Present
    Totus Wealth Management, Llc
    The Woodlands, TX
  • 06/2021 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
  • 2018-07-05 → 2021-06-03
    Houston, TX
  • 2013-07-03 → 2015-10-06
    Waddell & Reed
    Edmond, OK
  • 2006-05-11 → 2013-07-03
    Houston, TX
    Houston, TX
    Houston, TX
  • 2006-03-06 → 2006-05-09
    Raymond James Financial Services, Inc.
    Winnie, TX
Other Businesses

1) TOTUS WEALTH MANAGEMENT, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 05/2021, DIRECTOR OF FIELD DEVELOPMENT, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) M D PORTER, PLLC. NOT INVESTMENT RELATED, 10223 MARWOOD FALLS CT, HOUSTON, TX, 77070, TAX AND ACCOUNTING, STARTED 07/2021, POSITION/TITLE/RELATIONSHIP: CPA, MANAGER. OWNER, APX 20 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND MONTHLY ACCOUNTING SERVICES; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 4) NAME OF OTHER BUSINESS: TRANS-LUTIONS INTERNATIONAL, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DORMANT LLC; START DATE: 12/2004; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SET UP INITIALLY BUT NEVER ENGAGED; MEMBER ONLY;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-02-13
  • S63 Uniform Securities Agent State Law Examination
    2006-02-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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