Tessa Morgan Elrod

Current Employers

Next Step Financial Transitions

Cypress, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-01-09

TX RA
APPROVED

Since 2021-01-09

Branch Locations

Cypress, 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

Organization	City	State	From	To
Proequities Inc	Houston	TX	01/2014	12/2020
Strategic Financial Advisors	Houston	TX	01/2014	12/2020
Next Step Financial Transitions	Cypress	TX	09/2020	Present

01/2014 → 12/2020

Proequities Inc

Houston, TX
01/2014 → 12/2020

Strategic Financial Advisors

Houston, TX
09/2020 → Present

Next Step Financial Transitions

Cypress, TX

Previous Registrations

2014-02-06 → 2020-12-31

Concourse Financial Group Securities, Inc.

Spring, TX
2012-01-24 → 2014-01-10

United Capital Financial Advisors

Bethesda, MD

Houston, TX

Other Businesses

NEXT STEP DIVORCE SOLUTIONS, LLC POSITION: OWNER; NATURE: DIVORCE FINANCIAL ANALYST; INVESTMENT RELATED: NO; NUMBER OF HOURS: 20; SECURITIES TRADING HOURS: 20; START DATE: 07/01/2018 ADDRESS: 12914 LENTANDO LANE, CYPRESS, TX 77429; DESCRIPTION: ACTING AS FINANCIAL EXPERT ONLY TO HELP COUPLES UNDERSTAND THEIR MOST EQUITABLE DIVORCE SETTLEMENT. ELROD 4 SONS LLC POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 12914 Lentando Ln, Cypress TX 77429, United States DESCRIPTION: Designing products to be sold through Amazon

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-12-10

S66 Uniform Combined State Law Examination

2011-12-10

Designations

Other Names

Tessa Morgan Lechinger

View on SEC IAPD