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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-10-17 |
| TX | RA | APPROVED | 2022-10-17 |
Branch Locations
835 Main Street Building 200, Buda, TX 78610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E3 Consultantsgroup | St. Louis | MO | 06/2014 | Present |
| National Planning Corporation | Festus | MO | 08/2015 | 07/2017 |
| 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 | 10/2022 |
| E3 Wealth | St. Louis | MO | 07/2017 | Present |
| Transce3Nd Llc | Buda | TX | 10/2022 | Present |
1) E3 CONSULTANTS GROUP POS: Financial Advisor NATURE: Provide clients with access to life ins, fixed insurance thru various companies. INV RELATED: No # OF HRS: 20 SEC TRADING HOURS: 20 START DATE: 06/24/2015 ADDRS: 906 S. Kirkwood Rd, Kirkwood, MO 63122 DESCR: Provide clients with life ins illustrations & products & ensure that the product appropriate in the client's financial picture. 2) SCC RENTALS, LLC POSITION: Partner/Owner NATURE: My father and I will be purchasing buy and hold rental properties for the purpose of steady, passive cash flow in the Springfield and St. Louis, Missouri area. Currently we do not have any properties but will be purchasing within the next 6 months. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2018 ADDRESS: 2378 W Darby, Springfield MO 65810, United States DESCRIPTION: I will help to find the properties, invest the capital, discover the financing, and help my father repair anything we can handle on the properties. If necessary, I will help in the sale of the properties if for some reason we get rid of one. I will help manage the business checking account. 3) CAPPS CAPITAL LLC Position: Owner: Nature S Corp LLC for business income. Start date 05/2022. 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.) 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: 10/2022: ADDRESS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Private Wealth Advisor 6.) NAME: C2 RENTALS; ADDRESSS: 7054 DALE AVENUE, ST LOUIS MO 63117; INVESTMENT RELATED: NO; POSITION: OWNER; DUTIES: OWNER OF RENTAL PROPERTIE; HOURS PER WEEK: 0-5 HRS PER WEEK; START DATE: 11/1/2023 7.) Name: e3 Consultants Group; Address: 906 S. Kirkwood Rd, Kirkwood, MO 63122; Investment Related: Yes; Position: Private Wealth Advisor for Life Insurance; Duties: Advisor on the Life Insurance Policies; Hours Per Week: 5-10 Hours; Start Date: 07/24/2017 8.) Name: e3 Wealth; Address: 906 S. Kirkwood Rd, Kirkwood, MO 63122; Investment Related: Yes; Position: Private Wealth Advisor; Duties: Advisor; Hours Per Week: 30-40 Hours; Start Date: 07/24/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-18 |
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