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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-06 |
| OH | RA | APPROVED | 2017-01-20 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
481 E Town Street, Columbus, OH 43215 • 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 | Dublin | OH | 01/2015 | 10/2016 |
| Trendency Capital Management Llc. | Dublin | OH | 02/2015 | 01/2017 |
| United Planners Financial Services Of America | Scottsdale | AZ | 12/2016 | Present |
| Tcp Asset Management, Llc | Columbus | OH | 01/2017 | Present |
| Clintonville Community Fund Board | Columbus | OH | 04/2015 | 01/2018 |
| Our Lady Of Peace Athletic Board | Columbus | OH | 03/2015 | Present |
| Rotary International- Clintonville, Oh | Columbus | OH | 01/2013 | 01/2023 |
| Trendency Capital Partners | Columbus | OH | 01/2015 | 01/2019 |
| Trendency Capital Partners/ Riley Benefits & Investments | Columbus | OH | 01/2015 | 01/2019 |
| Tcp Asset Management, Llc | Columbus | OH | 01/2015 | Present |
| Riley Benefits & Investments Group | Columbus | OH | 01/2015 | Present |
| Tcp Asset Management, Llc | Columbus | OH | 01/2015 | Present |
1.) OUR LADY OF PEACE ATHLETIC BOARD - TREASURER/BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - COLUMBUS, OH - SINCE 03/2015 - NOT INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT, LLC - RETIREMENT PLAN SERVICES-WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 01/2015 - INVESTMENT RELATED 3.) TCP ASSET MANAGEMENT, LLC - RETIREMENT PLAN SERVICES - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 01/2015 - INVESTMENT RELATED 4.) RILEY BENEFITS & INVESTMENTS GROUP - RETIREMENT SPECIALIST; DIRECTOR OF FINANCIAL EDUCATION - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 01/2015 - INVESTMENT RELATED 5.) THE ELOSH PRESERVATION TRUST OF RICHARD ELOSH AND VICKIE ELOSH - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - WORTHINGTON, OH - SINCE 05/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-01 |
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