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Current Employers
Transcendent Capital Group

1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network Llc Edmond OK 05/2009 11/2021
Transcendent Capital Group Llc Edmond OK 11/2021 Present
Private Client Services Edmond OK 11/2021 Present
Previous Registrations
Other Businesses

1) FERRELL JOHNSON PROPERTIES. 1008 S BRYANT AVE, SUITE 250, EDMOND, OK 73034. HOLDING COMPANY FOR COMMERCIAL OFFICE SPACE. ONE THIRD OWNER AND ONE OF THREE MANAGING PARTNERS. 18 HRS/MO. 2) TRANSCENDENT CAPITAL GROUP. 1008 S BRYANT AVE, SUITE 250, EDMOND, OK 73034. RIA. 160 HRS/MO. 3) JOHNSON WEALTH MANAGEMENT. 1008 S BRYANT AVE, SUITE 250, EDMOND, OK 73034. SUB S CORPORATION I USE TO RECEIVE REVENUES FROM INVESTMETN SERVICES PROVIDED THROUGH TRANSCENDENT CAPITAL GROUP AND TO PAY EMPLOYEE SALARIES. PRESIDENT-RESPONSIBLE FOR ALL OPERATING TASKS. 10 HRS/MO; 1 DURING TRADING HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-15
S63 Uniform Securities Agent State Law Examination 1997-12-08
  • S65 Uniform Investment Adviser Law Examination
    1997-12-15
  • S63 Uniform Securities Agent State Law Examination
    1997-12-08

View on SEC IAPD

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