David Baldwin Meske

Employer firm

Tcp Asset Management, LLC CRD 286037

$1.18B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 10/2016
  Securities America Inc
  Dublin, OH
• 02/2015 → 01/2017
  Trendency Capital Management Llc.
  Dublin, OH
• 12/2016 → Present
  United Planners Financial Services Of America
  Scottsdale, AZ
• 01/2017 → Present
  Tcp Asset Management, Llc
  Columbus, OH
• 04/2015 → 01/2018
  Clintonville Community Fund Board
  Columbus, OH
• 03/2015 → Present
  Our Lady Of Peace Athletic Board
  Columbus, OH
• 01/2013 → 01/2023
  Rotary International- Clintonville, Oh
  Columbus, OH
• 01/2015 → 01/2019
  Trendency Capital Partners
  Columbus, OH
• 01/2015 → 01/2019
  Trendency Capital Partners/ Riley Benefits & Investments
  Columbus, OH
• 01/2015 → Present
  Tcp Asset Management, Llc
  Columbus, OH
• 01/2015 → Present
  Riley Benefits & Investments Group
  Columbus, OH
• 01/2015 → Present
  Tcp Asset Management, Llc
  Columbus, OH

Previous Registrations

• 2015-03-30 → 2017-01-13
  Trendency Capital Management, Llc
  Columbus, OH
• 2012-04-05 → 2014-05-22
  Osaic Fa, Inc.
  Fort Wayne, IN
  Columbus, OH
  Columbus, OH

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2012-03-17
• S63 Uniform Securities Agent State Law Examination
  2000-05-01

Other Names

• David Baldwin Meske