Keith Bernard Stinebaker

Current Employers

Employment History

• 01/2008 → 07/2017
  National Planning Corporation
  Ellisville, 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 → 05/2023
  Ae Wealth Management Llc
  Topeka, KS
• 09/2015 → Present
  L & S Capital Investments Dba Summit Tax And Wealth Advisory
  Saint Peters, MO
• 09/2022 → Present
  Transce3Nd Llc
  Buda, TX

Previous Registrations

• 2022-07-30 → 2023-10-02
  Ae Wealth Management, Llc
  St Peters, MO
  Topeka, KS
• 2017-07-07 → 2022-08-01
  Kalos Management
  Ponte Vedra Beach, FL
  Ellisville, MO
• 2009-09-02 → 2017-07-10
  National Planning Corporation
  Hazelwood, MO
  Ellisville, MO
  Ellisville, MO

Other Businesses

1) L & S CAPITAL INVESTMENTS dba SUMMIT TAX AND WEALTH ADVISORY POSITION: President NATURE: Accounting and Tax INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/2015 ADDRESS: 1441 TRIAD CENTER DRIVE, SAINT PETERS, MO 63376, United States DESCRIPTION: Oversee business operations as well as tax planning with clients 2) Name: SUCCESS ONE PROPERTIES, LLC.; Investment Related: No; Address: 1441 TRIAD CENTER DRIVE, SAINT PETERS, MO 63376; Nature of the Business: Property Owner; Position: Part Owner; Duties: In charge of banking and taking care of the property management; Hour Per Week: 1 Hour; Start Date: 07/01/2020 3) 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; 4) Name: Transce3nd LLC; Address: 835 MAIN STREET, BUILDING #2, BUDA, TX 78610; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Manage Accounts; Hours Per Week: 5 hours; Start Date: 05/23/2023 5) Name: Stinebaker, LLC; Investment Related: No; Position: Owner; Nature: S Corp for Tax purposes; Hours Per Week: 10 Hours; 1/1/2010

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-19
• S63 Uniform Securities Agent State Law Examination
  2008-04-02

Other Names

• Keith Stinebaker