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Daniel Joseph Roemerman

Transce3Nd LLC

Buda, TX

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Current Employers
Transce3Nd Llc

835 Main Street Building 200, Buda, TX 78610 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-01-31
TX RA APPROVED_RES 2024-01-04
  • MO RA
    APPROVED
    Since 2024-01-31
  • TX RA
    APPROVED_RES
    Since 2024-01-04

Branch Locations

835 Main Street Building 200, Buda, TX 78610 • 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
National Benefits Group St Peters MO 05/2003 Present
Center Street Advisors Nashville TN 08/2015 12/2023
Center Street Securities Nashville TN 08/2015 12/2023
Arete Wealth Advisors, Llc Chicago IL 03/2013 12/2023
Realta Equities, Inc. Wilmington DE 12/2023 Present
Transc3Nd Scottsdale AZ 12/2023 Present
  • 05/2003 → Present
    National Benefits Group
    St Peters, MO
  • 08/2015 → 12/2023
    Center Street Advisors
    Nashville, TN
  • 08/2015 → 12/2023
    Center Street Securities
    Nashville, TN
  • 03/2013 → 12/2023
    Chicago, IL
  • 12/2023 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 12/2023 → Present
    Transc3Nd
    Scottsdale, AZ
Previous Registrations
  • 2023-07-12 → 2023-12-21
    St. Peters, MO
    Chicago, IL
  • 2015-09-08 → 2023-07-12
    Center Street Advisors, Inc.
    St Peters, MO
    Nashville, TN
    Lake Ozarks, MO
  • 2009-03-11 → 2015-09-02
    Woodbury Financial Services, Inc.
    St Peters, MO
    Chesterfield, MO
    St Peters, MO
Other Businesses

1) NATIONAL BENEFITS GROUP LLC DBA GREENWAY FINANCIAL; NONINV RELATED; 1410 TRIAD CENTER DR ST PETERS, MO 63376; WWW.GREEENWAYSAVE.COM; OWNER; INSURANCE AGENCY; APPOINTED INSURANCE AGENT; start: 12/01/1989; 10-/+ HOURS PER WEEK DURING NORMAL TRADING HOURS. 2) PREMIER PROPERTY PARTNERS; NONINV RELATED; 1410 TRIAD CENTER DR ST PETERS, MO 63376; INVESTMENT PROPERTY; CO-OWNER; PROFITS ON SALES OF PROPERTY; start: 01/01/2001; 2 HOURS PER MONTH DURING NON-TRADING HOURS. 3) GREEENWAY ENERGY SOLUTIONS, 1410 TRIAD CENTER DRIVE ST PETERS, MO 63376; COMMERICIAL AND RESIDENTIAL SOLAR SYSTEMS; WWW.GREENWAYENERGYSOLUTIONS.COM; start: AUGUST 2022; OWNER AND CEO; OVERRIDE AND PERSONAL COMPENSATION FROM SALES OF SOLAR INSTALLATION SYSTEMS; 5-10 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS. 4) IM ENERGY; 1410 TRIAD CENTER DRIVE ST PETERS MO 63376; CHEWABLE ENERGY TABLET; SHAREHOLDER 100%, OWNER; MAY AIDE WITH OPERATIONS AND SALES, 1 HOURS PER MONTHS DURING NON-TRADING HOURS. 5) TRANSC3ND; 1410 TRIAD CENTER DRIVE ST PETERS, MO 63376; REGISTERED INVESTMENT ADVISOR; INVESTMENT ADVISORY REPRESENTATIVE; COMPENSATION IN THE FORM OF FEES; 5-10 HOURS PER WEEK DURING NORMAL TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-01
  • S66 Uniform Combined State Law Examination
    2008-10-01

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