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5000 Horizons Drive, Upper Arlington, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
301 S. Polk Suite 420, Amarillo, TX 79101 • United States
5000 Horizons Drive, Upper Arlington, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dale Buckner, Inc. | Amarillo | TX | 08/2017 | 04/2025 |
| Aig | Amarillo | TX | 09/2013 | 08/2017 |
| United Planners Financial Services | Scottsdale | AZ | 07/2019 | Present |
| Dale Buckner, Inc. | Amarillo | TX | 08/2017 | 12/2025 |
| Tcp Asset Management | Amarillo | TX | 01/2026 | Present |
| Dale Buckner, Inc. | Amarillo | TX | 01/2026 | 03/2026 |
| Tcp Asset Management | Amarillo | TX | 01/2026 | Present |
1.) DALE BUCKNER, INC. - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - AMARILLO, TX - SINCE 01/2026 - INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - AMARILLO, TX - SINCE 01/2026 - INVESTMENT RELATED 3.) TCP ASSET MANAGEMENT - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - AMARILLO, TX - SINCE 01/2026 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-10 |
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