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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-04 |
| OH | RA | APPROVED | 2017-01-19 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Bexley | OH | 10/2014 | 10/2016 |
| Trendency Capital Managment | Bexley | OH | 10/2014 | 01/2017 |
| United Planners Financial Services Of America | Scottsdale | AZ | 12/2016 | Present |
| Tcp Asset Management | Columbus | OH | 11/2016 | Present |
| Trendency Capital Partners | Columbus | OH | 11/2016 | Present |
| Trendency Capital Partners | Columbus | OH | 11/2016 | Present |
| Riley Benefits And Investment Group | Columbus | OH | 12/2017 | 09/2019 |
| Philip J. Susi Independent Insurance | Columbus | OH | 10/2005 | Present |
| East Harbour Capital | Columbus | OH | 11/2017 | 04/2019 |
1.) TCP ASSET MANAGEMENT - EXECUTIVE VICE PRESIDENT - REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 11/2016 - INVESTMENT RELATED 2.) PHILIP J. SUSI INDEPENDENT INSURANCE - LICENSED AGENT - NON-VARIABLE INSURANCE - COLUMBUS, OH - SINCE 10/2005 - INVESTMENT RELATED 3.) PPBJ LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 01/2021 - INVESTMENT RELATED 4.) TCP ASSET MANAGEMENT - EXECUTIVE VICE PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 11/2016 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-01 |
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