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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED_RES | 2020-08-04 |
| AZ | RA | APPROVED | 2017-12-15 |
Branch Locations
1130 N. Tatum Blvd. Suite I-101, Phoenix, AZ 85028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 01/2015 | Present |
| East Harbour Capital | Phoenix | AZ | 01/2015 | 11/2017 |
| East Harbour Capital | Phoenix | AZ | 08/2015 | 11/2017 |
| Tcp Asset Management | Phoenix | AZ | 11/2017 | Present |
| East Harbour Capital | Columbus | OH | 11/2017 | 09/2019 |
| Philip Bervig | Phoenix | AZ | 11/2017 | Present |
| Tcp Asset Management | Phoenix | AZ | 11/2017 | Present |
| Philip Bervig & Tara Bervig | Peoria | AZ | 12/2024 | Present |
1.) TCP ASSET MANAGEMENT - CHIEF INVESTMENT OFFICER, PARTNER - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 11/2017 - INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT - CHIEF INVESTMENT OFFICER, PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 11/2017 - INVESTMENT RELATED 3.) PHILIP BERVIG - INSURANCE REPRESENTATIVE - FIXED INSURANCE SALES - PHOENIX, AZ - SINCE 11/2017 INVESTMENT RELATED 4.) PPBJ LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 01/2021 - INVESTMENT RELATED 5.) PHILIP BERVIG & TARA BERVIG - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PEORIA, AZ - SINCE 12/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2010-01-26 |
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