Robert Francis Schilly

Current Employers

Employment History

• 10/2007 → 07/2017
  National Planning Corporation
  Festus, MO
• 07/2017 → 07/2022
  Kalos Capital
  Alpharetta, GA
• 07/2017 → 07/2022
  Kalos Management
  Alpharetta, GA
• 07/2022 → Present
  Madison Avenue Securities
  San Diego, CA
• 07/2022 → 10/2022
  Ae Wealth Management Llc
  Topeka, KS
• 07/2017 → Present
  E3 Wealth (Dba Name For Transce3Nd, Llc)
  Kirkwood, MO
• 10/2022 → Present
  Transce3Nd, Llc
  Kyle, TX

Previous Registrations

• 2022-07-29 → 2023-01-25
  Ae Wealth Management, Llc
  Kirkwood, MO
  Topeka, KS
• 2017-07-07 → 2022-08-01
  Kalos Management
  Crystal City, MO
  Ponte Vedra Beach, FL
• 2007-10-23 → 2017-07-12
  National Planning Corporation
  Wildwood, MO
  Kirksville, MO
  Crystal City, MO
  Cape Girardeau, MO
• 2006-05-12 → 2007-10-23
  American General Securities Incorporated
  Festus, MO

Other Businesses

1) ROBERT F. SCHILLY LLC, 107 COPPER CREEK DRIVE FESTUS MO 63028, OWNER - MEMBER, 2/7/2012, 4 HOURS TOTAL, 0 DURING TRADING HOURS, FIXED INSURANCE. -- 2) E3 MARKETING LLC, 340 S. TRUMAN BLVD., CRYSTAL CITY, MO 63019, TREASURER, 10/21/2014, 20 HOURS TOTAL, 0 DURING TRADING HOURS, MARKETING. -- 3) E3 WEALTH POSITION: Wealth Advisor NATURE: Entity used for marketing of advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/07/2017 ADDRESS: 906 S. KIRKWOOD RD., KIRKWOOD, MO 63122, United States DESCRIPTION: e3 Wealth is the marketing name used when I meet with clients. 4) THE JOHN & ELLEN MORIARTY FOUNDATION POSITION: Board Member NATURE: Charitable family foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2017 ADDRESS: 236 E. Swon Avenue, Webster Groves MO 63119, United States DESCRIPTION: Provide input on charitable giving. 5.) MADISON AVENUE SECURITIES: YES INVESTMENT RELATED; 13500 EVENING CREEK DRIVE N SUITE 555, SAN DIEGO CA 92128; SECURITIES SALES; REGISTERED REPRESENTATIVE; START DATE 07/2022; 6.) NAME: TRANSCE3ND LLC: POSITION: Investment Adviser Representative: Investment Related: Yes; NATURE: Registered Investment Adviser firm. INV RELATED: No # OF HRS: 40 SEC TRADING HOURS: 40 START DATE: 10/2022: ADDRS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Investment Advisor Representative

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-27
• S63 Uniform Securities Agent State Law Examination
  2005-07-20

Other Names

• Robbie Schilly