Best Investors
Account
Sign in
Best Investors
Account
Sign in
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-05 |
| OH | RA | APPROVED | 2017-01-19 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Columbus | OH | 12/2014 | 10/2016 |
| Trendency Capital Management, Llc | Columbus | OH | 07/2016 | 01/2017 |
| United Planners Financial Services Of America | Scottsdale | AZ | 12/2016 | Present |
| Tcp Asset Management, Llc | Columbus | OH | 01/2017 | 10/2024 |
| Branda Allen Independent Insurance | Columbus | OH | 05/2016 | Present |
| Trendency Capital Partners | Columbus | OH | 10/2014 | Present |
| Tcp Asset Management, Llc | Columbus | OH | 01/2023 | Present |
| Wanderlust Adventures And Events | Galena | OH | 04/2023 | 10/2025 |
| Bbe Co, Llp | Galena | OH | 06/2023 | 01/2025 |
| Tcp Asset Managment, Llc | Columbus | OH | 01/2017 | Present |
| Wanderlust Adventures & Events Llc | Galena | OH | 10/2025 | Present |
1.) BRANDA ALLEN - LICENSED AGENT - SALE OF TRADITIONAL FIXED INSURANCE PRODUCTS SUCH AS TERM, WHOLE LIFE, UNIVERSAL, LONGER TERM CARE, ETC. - COLUMBUS, OH - SINCE 05/2016 - INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT, LLC - INVESTMENT ADVISOR REPRESENTATIVE - ADVISORY SERVICES - COLUMBUS, OH - SINCE 01/2017 - INVESTMENT RELATED 3.) PPBJ LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 01/2021 - INVESTMENT RELATED 4.) TCP ASSET MANAGEMENT, LLC - CHIEF OPERATING OFFICER (COO), PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 11/2016 - INVESTMENT RELATED 5.) TCP ASSET MANAGEMENT, LLC - CHIEF OPERATIONS OFFICER - REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 01/2023 - INVESTMENT RELATED 6.) WANDERLUST ADVENTURES & EVENTS LLC - PROPERTY OWNER/EQUITY INVESTOR - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GALENA, OH - SINCE 10/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-05 |
| S66 | Uniform Combined State Law Examination | 2007-07-28 |
Reach out to this advisor