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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-22 |
Branch Locations
101 N Main St, Bellefontaine, OH 43311 • United States
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 05/2011 | 01/2023 |
| Sandena, Inc. Dba Aurora Wealth Advisors | Bellefontaine | OH | 01/2023 | Present |
| Purhse Kaplan Sterling Investments, Inc. | Bellefontaine | OH | 01/2023 | 12/2023 |
| United Planners Financial Services | Scottsdale | AZ | 01/2024 | Present |
| Tcp Asset Management, Llc | Bellefontaine | OH | 01/2024 | Present |
| Blackbird Divorce Solutions | Columbus | OH | 01/2024 | Present |
| Tcp Asset Management | Westerville | OH | 02/2024 | Present |
| Jessica Simmons | Westerville | OH | 02/2024 | Present |
1.) BLACKBIRD DIVORCE SOLUTIONS - CERTIFIED DIVORCE FINANCIAL ANALYST - CONSULTING SERVICES - COLUMBUS, OH - SINCE 01/2024 - NOT INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 02/2024 - INVESTMENT RELATED 3.) TCP ASSET MANAGEMENT - INVESTMENT ADVISOR REPRESENTATIVE/WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - BELLEFONTAINE, OH - SINCE 02/2024 - INVESTMENT RELATED 4.) JESSICA SIMMONS - AGENT - NON-VARIABLE INSURANCE - WESTERVILLE, OH - SINCE 02/2024 - INVESTMENT RELATED 5.) D&J WORLDWIDE LLC - OWNER - LLC FOR MY TAX FILING AND INVESTING PURPOSES - BELLEFONTAINE, OH - SINCE 08/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-10 |
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