DFX Intelligence

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.

Registered advisor

Mary C Slane

Tcp Asset Management, LLCindependent RIAUpper Arlington, Oh dual registrantIAPD 4050817

Feed of 09/14/2026

Also filed as Mary Chodyna

At current firm

9 y

since Jan 20, 2017

In the industry

33 y

since Jan 1, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedtcpasset.comfirm site, Sep 15, 2026
Years, as the firm states: 35reportedtcpasset.com“Mary has more than 35 years of experience in small businesses, including working in estate planning, small business law, direct product sales and owning a bookkeeping firm.”
Boards named: Hands- On Central Ohioreportedtcpasset.comphrases on the bio page
Professional profile: tcpasset.com/team-member/mary-slanereportedtcpasset.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.

Registration history

IAPD current and previous registrations

Tcp Asset Management, LLC independent RIA current
since Jan 20, 2017 · Dublin, Oh
Trendency Capital Management, LLC unclassified
Dec 8, 2015 to Jan 13, 2017 · Dublin, Oh
Stonex Advisors Inc. BD affiliated
Jan 30, 2015 to Dec 14, 2015 · Birmingham, Al
Sterne Agee Investment Advisor Services, Inc. former
May 23, 2003 to Jan 30, 2015 · Dublin, Oh
Waddell & Reed former
Dec 10, 1999 to May 28, 2003 · Dublin, Oh

Moves

a registration end followed by a registration begin elsewhere

Trendency Capital Management, LLC to Tcp Asset Management, LLC
left Jan 13, 2017, registered Jan 20, 2017 (7 days) · Other · moved with a team
Stonex Advisors Inc. to Trendency Capital Management, LLC
left Dec 14, 2015, registered Dec 8, 2015 (-6 days) · Other
Sterne Agee Investment Advisor Services, Inc. to Stonex Advisors Inc.
left Jan 30, 2015, registered Jan 30, 2015 (0 days) · corporate re-registration, not a move
Waddell & Reed to Sterne Agee Investment Advisor Services, Inc.
left May 28, 2003, registered May 23, 2003 (-5 days) · Other

Signals

No dated event on this person.

Transition signals

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.

Provenance

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