DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

TERRY DONALD DEEVER

Advisor at TCFG INVESTMENT ADVISORS, LLC

LAGUNA NIGUEL, CA | Camarillo, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d54bdd8a-e458-63bc-24c4-eab7cea19809

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 29, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TCFG INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 5, 2005
First registration: Nov 29, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 4215379

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TCFG INVESTMENT ADVISORS, LLC	Independent wealth	Jun 20, 2016	n/a	yes	Camarillo, CA\|LAGUNA NIGUEL, CA	Current employment
COLORADO FINANCIAL SERVICE CORPORATION	Former SEC adviser	Oct 3, 2012	Jun 20, 2016	no	CENTENNIAL, CO\|CENTENNIAL, CO\|CAMARILLO, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Mar 2, 2012	Oct 18, 2012	no	CAMARILLO, CA	Previous registration
SUMMIT FINANCIAL GROUP INC	Former SEC adviser	Nov 29, 2010	Mar 8, 2012	no	CHATSWORTH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLORADO FINANCIAL SERVICE CORPORATION	TCFG INVESTMENT ADVISORS, LLC	Jun 20, 2016	Jun 20, 2016	0	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	COLORADO FINANCIAL SERVICE CORPORATION	Oct 18, 2012	Oct 3, 2012	-15	Firm change	Other
SUMMIT FINANCIAL GROUP INC	SECURITIES AMERICA ADVISORS, INC.	Mar 8, 2012	Mar 2, 2012	-6	Firm change	Other

Relationships

Registered with (4)

→ TCFG INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jun 20, 2016 to presentfactForm ADV
→ COLORADO FINANCIAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Oct 3, 2012 to Jun 20, 2016factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Mar 2, 2012 to Oct 18, 2012factForm ADV
→ SUMMIT FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Nov 29, 2010 to Mar 8, 2012factForm ADV

Dated events

No dated event names this entity yet.