Terri Cavagnaro has been an investment adviser representative at DeDora Capital since May 2026, and is not listed among the firm’s executive officers or direct owners.
Dedora Capital, Inc. is a Napa, CA firm with $551M under management, 467 clients and 4 advisers in one office, as of its March 2026 filing.
- Dedora Capital, Inc.Current– present · under a yearNapa, CA · Adviser representative · Firm CRD 177523
Investment adviser representative registrations
Terri Cavagnaro is registered as an investment adviser representative in California, since May 2026.
- CaliforniaSince 3 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Terri Lyn Cavagnaro
- CRD
- 5092009
- Firm
- DeDora Capital · CRD 177523
- Office
- 1600 MAIN STREET, Napa, CA 94559
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Terri Cavagnaro work?
Terri Cavagnaro is an investment adviser representative registered through Dedora Capital, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Terri Cavagnaro a financial advisor?
Yes. Terri Cavagnaro has a current investment-adviser registration in California, through DeDora Capital since May 2026.
How many years of experience does Terri Cavagnaro have?
Terri Cavagnaro has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Terri Cavagnaro passed?
Terri Cavagnaro passed the Series 65 in January 2026.
Where is Terri Cavagnaro based?
Terri Cavagnaro’s registered office is in Napa, CA.
Is Terri Cavagnaro registered with FINRA?
No. Terri Cavagnaro has no current broker registration.
How can I verify Terri Cavagnaro’s record?
Search CRD 5092009 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terri Cavagnaro’s full registration record.
