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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-23 |
| MO | RA | APPROVED | 2023-05-22 |
Branch Locations
1441 Triad Center Dr, St Peters, MO 63376 • United States
835 Main Street Building 200, Buda, TX 78610 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coca - Cola Refreshments | St. Charles | MO | 07/2007 | 02/2017 |
| Heartland Coca - Cola | St. Charles | MO | 02/2017 | 01/2019 |
| Kalos Capital | Alpharetta | GA | 09/2018 | 07/2022 |
| Madison Avenue Securities | San Diego | CA | 07/2022 | Present |
| Ae Wealth Management Llc | Topeka | KS | 07/2022 | 05/2023 |
| L&S Capital Investments Llc, Dba Summit Tax And Wealth Advisory | Saint Peters | MO | 01/2019 | Present |
| Transce3Nd, Llc | Buda | TX | 11/2022 | Present |
1) VOLUNTARY BENEFITS OFFERED TO BUSINESSES FOR THEIR EMPLOYEES THROUGH ALLSTATE BENEFITS DBA SHORLEY'S TAX AND ACCOUNTING PROFESSIONALS, LLC 2) L&S CAPITAL INVESTMENTS LLC, dba SUMMIT TAX AND WEALTH ADVISORY LLC; NATURE: TAX PREPARATION SERVICES FOR SUMMIT TAX AND WEALTH ADVISORY. INSURANCE INCLUDING FIXED INDEX ANNUITY AND LIFE INSURANCE. HOURS: 25 A WEEK; START DATE 3) A SHORLEY PHOTO POSITION: Owner NATURE: Photography INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: St. Charles MO 63301, United States DESCRIPTION: Photograph clients, Edit images, Sales, and marketing 4) SUCCESS ONE PROPERTIES, LLC. POSITION: PARTNER; DESCRIPTION: REAL ESTATE HOLDING; INVESTMENT RELATED: NO; HOURS: 2 HOURS/MONTH; START DATE: 08/13/2020 ADDRESS: 1441 TRIAD CENTER DRIVE, SAINT PETERS, MO 63376 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; Address: 835 MAIN STREET, BUILDING #2, BUDA, TX 78610; Investment Related: Yes; Position: Registered Represented; Duties: Registered Investment Advisory; Hours per week: 40 Hours; Start Date: 07/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-21 |
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