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Daniel Richard Beaudette

Transcend Capital Advisors, LLC

Naples, FL

Middletown, RI

Madison, NJ

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Current Employers
Transcend Capital Advisors, Llc

7 Giralda Farms Suite 300, Madison, NJ 07940 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-01-31
FL RA APPROVED 2025-01-29
  • RI RA
    APPROVED
    Since 2025-01-31
  • FL RA
    APPROVED
    Since 2025-01-29

Branch Locations

821 5Th Avenue South, Naples, FL 34102 • United States

2 Corporate Place, Middletown, RI 02842 • United States

7 Giralda Farms Suite 300, Madison, NJ 07940 • 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
Commonwealth Financial Network Waltham MA 12/2012 04/2024
Black Point Wealth Management Middletown RI 12/2012 10/2025
Black Point Wealth Management Middletown RI 04/2024 10/2025
Transcend Capital Advisors, Llc Naples FL 01/2025 07/2026
Arax Advisory Partners Naples FL 08/2026 Present
Transcend Capital Insurance Services Naples FL 01/2025 Present
  • 12/2012 → 04/2024
    Commonwealth Financial Network
    Waltham, MA
  • 12/2012 → 10/2025
    Black Point Wealth Management
    Middletown, RI
  • 04/2024 → 10/2025
    Black Point Wealth Management
    Middletown, RI
  • 01/2025 → 07/2026
    Transcend Capital Advisors, Llc
    Naples, FL
  • 08/2026 → Present
    Arax Advisory Partners
    Naples, FL
  • 01/2025 → Present
    Transcend Capital Insurance Services
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-23
  • S66 Uniform Combined State Law Examination
    2008-05-23
Other Names
  • Daniel R Beaudette

View on SEC IAPD

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