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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-01 |
| MO | RA | APPROVED | 2022-10-31 |
Branch Locations
835 Main Street Building 200, Buda, TX 78610 • United States
906 S. Kirkwood, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E3 Consultants Group | St. Louis | MO | 08/2009 | Present |
| Kalos Capital | Alpharetta | GA | 07/2017 | 07/2022 |
| Kalos Management | Alpharetta | GA | 07/2017 | 07/2022 |
| Madison Avenue Securities | San Diego | CA | 07/2022 | Present |
| Ae Wealth Management Llc | Topeka | KS | 07/2022 | 09/2022 |
| Transce3Nd, Llc | Kyle | TX | 10/2022 | Present |
1) JESSICA LANE-KNUTSON: ST LOUIS, MO -INSURANCE-FINANCIAL REPRESENTATIVE-10/04/2010-20HRS-10HRS-GATHER ASSETS, LIFE INSURANCE SOLUTIONS, INCOME/ESTATE TAX MINIMIZATION STRATEGIES. 2) E3 CONSULTANTS GROUP-Y-10825 WATSON RD STE 100 ST LOUIS, MO 63127-INSURANCE-FINANCIAL ADVISOR-10/04/2010-40HRS-30HRS-GATHER ASSETS, LIFE INSURANCE SOLUTIONS, INCOME/ESTATE TAX MINIMIZATION STRATEGIES. 3) JML & ASSOCIATES POSITION: Owner NATURE: INSURANCE-FINANCIAL REPRESENTATIVE INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/03/2013 ADDRESS: St. Louis MO DESCRIPTION: GATHER ASSETS, LIFE INSURANCE SOLUTIONS, INCOME/ESTATE TAX MINIMIZATION STRATEGIES 4.) 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; 5.) E3 WEALTH: INSURANCE AGENT. VARIOUS CARRIERS. LIFE AND ANNUITY PRODUCTS. 10 HOURS/MONTH. 6.) TRANSCE3ND POSITION: Investment Adviser Representative: Investment Related: Yes; NATURE: Registered Investment Adviser firm. INV RELATED: No # OF HRS: 40 SEC TRADING HOURS: 40 START DATE: 11/2022: ADDRESS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Investment Adviser Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-10 |
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