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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-10-24 |
| TX | RA | APPROVED | 2022-10-24 |
Branch Locations
835 Main Street Building 200, Buda, TX 78610 • United States
906 S Kirkwood Road, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource One | Crystal City | MO | 12/2010 | 05/2024 |
| Madison Avenue Securities | San Diego | CA | 07/2022 | Present |
| Ae Wealth Management Llc | Topeka | KS | 07/2022 | 10/2022 |
| E3 Wealth (Dba Name For Transce3Nd) | Kirkwood | MO | 07/2020 | Present |
| Transce3Nd, Llc | Buda | TX | 10/2022 | Present |
1) e3 Wealth : Address: 906 South Kirkwood Rd., Kirkwood, MO 63122 Nature: Entity used to market advisory business conducted under Transce3nd, LLC : Hours 40; Start date: 7/2020 2) Insurance Agent , Address: 906 South Kirkwood Rd., Kirkwood, MO 63122 Nature: Fixed annuities and life insurance. I am licensed on the Life/Health 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: POSITION: Investment Adviser Representative: Investment Related: Yes; NATURE: Registered Investment Adviser firm. INV RELATED: No # OF HRS: 40 SEC TRADING HOURS: 40 START DATE: 10/2022: ADDRESS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Investment Advisor Representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-07 |
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