Joshua Richard Allen

Current Employers

Employment History

• 10/2014 → 10/2016
  Securities America Inc
  Cincinnati, OH
• 10/2014 → 01/2017
  Trendency Capital Management, Llc
  Dublin, OH
• 11/2016 → Present
  United Planners
  Scottsdale, AZ
• 01/2017 → Present
  Tcp Asset Management, Llc
  Columbus, OH
• 01/2015 → 05/2019
  Trendency Capital Partners
  Columbus, OH
• 12/2017 → 09/2019
  Riley Benefits & Investment Group
  Columbus, OH
• 12/2017 → 01/2019
  East Harbour Capital
  Scottsdale, AZ
• 01/2017 → Present
  Tcp Asset Management Llc
  Columbus, OH
• 11/2005 → Present
  Joshua Allen
  Columbus, OH
• 04/2025 → 06/2026
  Reign Real Estate Group Llc
  Columbus, OH
• 10/2025 → Present
  Wanderlust Adventures & Events, Llc
  Gatlinburg, TN

Previous Registrations

• 2014-10-28 → 2017-01-13
  Trendency Capital Management, Llc
  Columbus, OH
  Galena, OH
  Columbus, OH
• 2013-12-05 → 2014-10-20
  Oppenheimer & Co. Inc.
  Pickerington, OH
  Cincinnati, OH
• 2012-10-01 → 2013-12-05
  Invest Financial Corporation
  Worthington, OH
• 2007-07-24 → 2012-09-24
  Osaic Fa, Inc.
  Galena, OH
  Galena, OH
  Westerville, OH
  Fort Wayne, IN
• 2007-02-05 → 2007-07-10
  Nationwide Investment Advisors, Llc
  Columbus, OH

Other Businesses

1.) TCP ASSET MANAGEMENT - CHIEF EXECUTIVE OFFICER, PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 08/2018 - INVESTMENT RELATED 2.) JOSHUA ALLEN INDEPENDENT INSURANCE - NO TITLE - INSURANCE SALES AND SERVICES - COLUMBUS, OH - SINCE 12/2016 - INVESTMENT RELATED 3.) PPBJ MANAGEMENT - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 01/2021 - INVESTMENT RELATED 4.) TCP ASSET MANAGEMENT LLC - CHIEF EXECUTIVE OFFICER PARTNER - REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 01/2017 - INVESTMENT RELATED 5.) JOSHUA ALLEN - DIRECTOR WEALTH MANAGEMENT - NON-VARIABLE INSURANCE - COLUMBUS, OH - SINCE 11/2005 - INVESTMENT RELATED 6.) WANDERLUST ADVENTURES & EVENTS, LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GATLINBURG, TN - SINCE 10/2025 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2007-02-02

Designations

Other Names

• Joshua R Allen