Last Updated: August 2026 — Missouri City, TX
Here’s what you need to know about Missouri City, TX, stockbroker Deetra Marie Tesla:
- Name: Deetra Marie Tesla
- Alias: Deetra Marie Portanova, Deetra Marie Portanova-Koch, Deetra Tesla, Deetra Tesla-Koch
- Current Employer: TCFG Wealth Management, LLC -since March 5, 2014 (part of the Certus Financial Group)
- Prior Firms: Augment Capital, LLC; Portsmouth Financial Services; American Alternative Capital, LLC; LEX; Voleo USA, Inc.; CoinShares Capital LLC; Nextrend Securities, Inc.; MML Investors Services, LLC; Windward Capital, Inc.; Lion Street Financial, LLC; TCFG Wealth Management, LLC; Alpha Omega Capital Securities, LLC; NelsonReid, Inc.; Huckin Financial Group, Inc.; Navillus Securities, Inc.; Nextrend Trading, Inc.; A I M Distributors, Inc.; Advantage Securities; Block Trading Inc.
- Other Business Affiliations: Aliso Solutions, LLC —10323 Deerpark Drive, Sienna Plantation, TX 77459-Owner/Managing Director and Managing Partner/Founder of a compliance consulting business
- CRD number: 2567278
- Stockbroker / Financial Advisor: Yes — FINRA General Securities Representative, General Securities Principal, Operations Professional and Compliance Officer; registered with FINRA and licensed in 13 U.S. states and territories
- Can Broker be Sued in FINRA: Yes
- Current Customer Dispute Seeks Total Damages of: $1,000,000 to $5,000,000
If you’ve sustained damages from Ms. Tesla, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money On a Delaware Statutory Trust (DST) ?
What is a Delaware Statutory Trust (DST) ?
FINRA Case No. 26-00475, filed by a customer of TCFG Wealth Management in 3/2026, alleges that a former registered representative of TCFG Wealth Management recommended overconcentrated positions in unsuitable Delaware Statutory Trusts, which were intended to provide tax benefits following the claimant’s sale of real estate. The broader claims asserted against the registered representative and/or firm include 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. Damages of $1- $5 million are sought in this pending matter.
The claim is asserted specifically against Ms. Tesla under the Securities Exchange Act based on allegations that she was a “control person” of TCFG Wealth Management. Scott Offerman, formerly a registered representative with TCFG discloses that he is also the subject of this same FINRA Case No. 26-0475. Follow this link for our investigation of Mr. Offerman.
Tesla has an extensive securities-industry background dating to 1995. She currently serves as Chief Compliance Officer of TCFG Wealth Management and is registered as a FINRA General Securities Principal, General Securities Representative, Operations Professional and Compliance Officer. Her reported outside business activity also includes Aliso Solutions, LLC, a compliance consulting firm she founded and manages.
Allegations of Broker Misconduct Against Deetra Marie Tesla
- Control Person Liability
- Unsuitable Investment Recommendations / Overconcentration
- Breach of Fiduciary Duty
- Negligence / Negligent Supervision
- Fraud
- Breach of Contract
- Violation of the Securities Exchange Act
- Violation of the Florida Securities and Investor Protection Act
Delaware Statutory Trust-A Delaware Statutory Trust (DST) is a legally recognized real estate investment trust (REIT) in which investors can purchase fractional ownership in property as beneficiaries of the trust.
Internal Revenue Ruling 2004-86 declared that DST’s are like-kind and therefore qualify as 1031 exchange property. A 1031 exchange allows real estate investors to swap one investment for another and defer capital gains taxes.
Ownership of real property as a beneficiary of the DST offers investors the same benefits and risks as direct ownership without the management responsibility since a trustee is appointed to manage the property on behalf of the investors. Since the IRS has declared ownership of real property via a Delaware Statutory Trust to be like kind property for purposes of 1031 exchange, a much broader and diverse selection of investment property is now available.
Other Investigations Involving Delaware Statutory Trusts
Recover Your Investment Losses Now With Rex Securities Law
If you have suffered investment losses in an account with TCFG Wealth Management, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.