Erez Law is currently investigating TCFG Wealth Management, LLC broker Deetra Tesla (CRD# 2567278) regarding Delaware Statutory Trusts (DSTs). She has been registered with TCFG Wealth Management, LLC in Missouri City, Texas, since 2014. He was registered with Augment Capital, LLC in Austin, Texas, from 2023 to 2026, Portsmouth Financial Services in San Francisco, California, from January to August 2023, American Alternative Capital, LLC in Irvine, California, from 2021 to 2022, Lex in New York, New York, from 2021 to 2022, Voleo USA, Inc. in Missouri City, Texas, from 2016 to 2020, Coinshares Capital LLC in New York, New York, from 2019 to 2020, Nextrend Securities, Inc. to Austin, Texas, from 2019 to 2020, MML Investors Services, LLC in Springfield, Massachusetts, from 2018 to 2019, and Windward Capital, Inc. in Missouri City, Texas, from February to December 2018.
Deetra Tesla Customer Complaints
She has been the subject of one customer complaint, according to his CRD report:
March 2026. “Claimant alleges that, at an unspecified time after September 2022, a former registered representative of the Firm recommended overconcentrated positions in unsuitable Delaware Statutory Trusts (“DSTs”), which were designed to (and did) provide tax benefits in the form of delayed or avoided capital gains taxes following Claimant’s recent sale of real estate property. As to the registered representative and/or the Firm, Claimant asserts claims for breach of fiduciary duty, negligence, negligent supervision, fraud, breach of contract, violation of the Securities Exchange Act, and violation of the Florida Securities and Investor Protection Act. As to Ms. Tesla, Claimant asserts only a single claim for liability under the Securities Exchange Act, based solely on conclusory allegations of status as a “control person” of the Firm.” The case is currently pending.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, TCFG Wealth Management, LLC may be liable for investment or other losses suffered by Deetra Tesla’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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