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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-07 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
259 N State St, Weaterville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-24 |
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