RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Rebecca Eve Goebel
- Title
- Chief Compliance Officerreportedtcpasset.comfirm site, Sep 15, 2026
- Professional profile
- tcpasset.com/team-member/becki-goebelreportedtcpasset.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Tcp Asset Management, LLC independent RIA currentsince Jun 11, 2024 · Upper Arlington, Oh
- Wells Fargo Advisors wirehouseJan 3, 2011 to May 23, 2024 · Las Vegas, Nv
- Wells Fargo Investments, LLC unclassifiedFeb 10, 2005 to Jan 3, 2011 · Las Vegas, Nv
- Wells Fargo Advisors to Tcp Asset Management, LLCleft May 23, 2024, registered Jun 11, 2024 (19 days) · Wirehouse to independent RIA
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- Rebecca Eve Goebel left Wells Fargo Advisors for Tcp Asset Management, Llc (registered 2024-06-11)May 23, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address