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.
David Baldwin Meske
- Title
- Wealth Advisorreportedtcpasset.comfirm site, Sep 15, 2026
- Designations
- MBA, CRPC, CRPSreportedtcpasset.comas printed on the bio page, Sep 16, 2026
- Professional profile
- tcpasset.com/team-member/david-b-meskereportedtcpasset.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 Jan 20, 2017 · Upper Arlington, Oh
- Trendency Capital Management, LLC unclassifiedMar 30, 2015 to Jan 13, 2017 · Columbus, Oh
- Osaic Fa, Inc. formerApr 5, 2012 to May 22, 2014 · Fort Wayne, In
- Trendency Capital Management, LLC to Tcp Asset Management, LLCleft Jan 13, 2017, registered Jan 20, 2017 (7 days) · Other · moved with a team
- Osaic Fa, Inc. to Trendency Capital Management, LLCleft May 22, 2014, registered Mar 30, 2015 (312 days) · Other
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address