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Current Employers
Tcp Asset Management, Llc

5000 Horizons Drive, Upper Arlington, OH 43220 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-07
  • OH RA
    APPROVED
    Since 2024-08-07

Branch Locations

5000 Horizons Drive, Upper Arlington, OH 43220 • United States

259 N State St, Weaterville, OH 43081 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russell & Company - Kestra Investment Services New Albany OH 07/2021 02/2024
United Planners Financial Services Scottsdale AZ 07/2024 Present
Premier Tax Cpas Westerville OH 06/2003 Present
Tcp Asset Management, Llc Weaterville OH 08/2024 Present
Real Wealth Advisors Westerville OH 05/2021 Present
Westerville Real Holdings Westerville OH 05/2023 Present
Brad Hennebert Westerville OH 09/2024 Present
  • 07/2021 → 02/2024
    Russell & Company - Kestra Investment Services
    New Albany, OH
  • 07/2024 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 06/2003 → Present
    Premier Tax Cpas
    Westerville, OH
  • 08/2024 → Present
    Weaterville, OH
  • 05/2021 → Present
    Real Wealth Advisors
    Westerville, OH
  • 05/2023 → Present
    Westerville Real Holdings
    Westerville, OH
  • 09/2024 → Present
    Brad Hennebert
    Westerville, OH
Other Businesses

1.) PREMIER TAX CPAS - PARTNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - WESTERVILLE, OH - SINCE 07/2003 - NOT INVESTMENT RELATED 2.) REAL WEALTH ADVISORS - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - WESTERVILLE, OH - SINCE 05/2021 - INVESTMENT RELATED 3.) WESTERVILLE REAL HOLDINGS - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - WESTERVILLE, OH - SINCE 05/2023 - INVESTMENT RELATED 4.) TCP ASSET MANAGEMENT LLC - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - WESTERVILLE, OH - SINCE 08/2024 - INVESTMENT RELATED 5.) PREMIER ADVISORS LTD - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - WESTERVILLE, OH - SINCE 09/2024 - INVESTMENT RELATED 6.) TCP ASSET MANAGEMENT LLC - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - WESTERVILLE, OH - SINCE 08/2024 - INVESTMENT RELATED 7.) BRAD HENNEBERT - AGENT - NON-VARIABLE INSURANCE - WESTERVILLE, OH - SINCE 09/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-07
S65 Uniform Investment Adviser Law Examination 2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2024-08-07
  • S65 Uniform Investment Adviser Law Examination
    2024-05-24
Designations

View on SEC IAPD

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