This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TCP ASSET MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 26, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Jan 26, 2010

First registration

Mar 25, 2010

Dual registered

yes, broker-dealer

Other names

PHILIP H BERVIG

IAPD individual key

5081514

• Occurred

  Dec 31, 2024
  Advisor departed, no destination yet

  Philip Hunter Bervig no longer registered at Five Peaks Financial Consulting, Inc.; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cc16dcbb-d59a-81d5-d93a-e3f9c066a188

First observed

Mar 25, 2010

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.