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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-10 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcp Asset Management | Columbus | OH | 06/2017 | 10/2025 |
| Moochie And Company | Columbus | OH | 10/2015 | 06/2017 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 09/2020 | Present |
| Tcp Asset Management | Columbus | OH | 10/2025 | Present |
| Tcp Asset Management, Llc | Columbus | OH | 12/2025 | Present |
1.) TCP ASSET MANAGEMENT - ASSOCIATE WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 10/2025 - INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT - ASSOCIATE WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 10/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-27 |
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