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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-26 |
Branch Locations
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
11130 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 | 10/2015 | 02/2020 |
| Lease (Residence) | Glendale | AZ | 11/2018 | 07/2021 |
| Tcp Asset Management | Columbus | OH | 03/2024 | Present |
| Tcp Asset Management Llc | Phoenix | AZ | 02/2020 | 12/2022 |
| United Planners | Scottsdale | AZ | 02/2024 | Present |
| Retired | Glendale | AZ | 01/2023 | 02/2024 |
| Tcp Asset Management Llc | Columbus | OH | 03/2024 | Present |
1.) TCP ASSET MANAGEMENT - COMPLIANCE SPECIALIST- DBA NAME FOR MARKETING PURPOSES ONLY - COLUMBUS, OH - SINCE 03/2024 - INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT LLC - COMPLIANCE SPECIALIST- REGISTERED INVESTMENT ADVISOR - COLUMBUS, OH - SINCE 03/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-07 |
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