Clellan Vance Hyatt

Current Employers

Employment History

• 09/2015 → 07/2017
  National Planning Corporation
  Kyle, TX
• 07/2017 → 07/2022
  Kalos Capital
  Alpharetta, GA
• 07/2017 → 07/2022
  Kalos Management
  Alpharetta, GA
• 06/2022 → Present
  Transce3Nd, Llc
  Buda, TX
• 07/2022 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2017-07-07 → 2022-08-01
  Kalos Management
  Kyle, TX
  Ponte Vedra Beach, FL
• 2016-04-04 → 2017-07-10
  National Planning Corporation
  Kyle, TX

Other Businesses

1.) E3 WEALTH POSITION: Private Wealth Advisor NATURE: Provide comprehensive financial advising to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2015 ADDRESS: 835 MAIN STREET BUILDING #200, BUDA, TX 78610 United States DESCRIPTION: Provide clients with life insurance and fixed annuities. 2.) Transce3nd, LLC POSITION: Investment Advisor Representative NATURE: Provide comprehensive financial planning to clients focusing on managed accounts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/2022. ADDRESS: 835 MAIN STREET BUILDING #200, BUDA, TX 78610, United States DESCRIPTION: Provide managed accounts for clients. 3.) ADVISORS EXCEL POSITION: Investment Advisor Representative NATURE: Provide comprehensive financial planning for clients with a focus on fixed annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 07/10/2017 ADDRESS: 165 Elmhurst Dr., Suite B, Kyle TX 78640, United States DESCRIPTION: Provide fixed annuities for clients. 4.) LAURITZEN AND HYATT BUSINESS MANAGEMENT POSITION: Partner NATURE: Provide business management services for musicians and artists. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2018 ADDRESS: 3005 S. Lamar Blvd. STE D-109 #130 Austin, Texas 78704 DESCRIPTION: Business development and client relations. 5.) SIMS FOUNDATION ADDRESS: 3010-B SOUTH LAMAR, AUSTIN, TX 78704; INVESTMENT RELATED: No; POSITION: Elected Treasurer on the board of directors; DUTIES: Ensure strong fiduciary oversight and financial management by approving the SIMS Foundation's annual budget, audit reports, and material business decisions; HOURS PER WEEK: LESS THAN ONE; START DATE: 10/15/2023 6.) Name: LMFB; Investment Related: Yes; Address: 853 W Barlett, Buda, TX 78761; Nature of the Business: This is a collective of individuals who have pooled money together to invest in CIBUS and Overmoon; Position: Member; Hours Per Week: 0 Hours; Start Date: 3/31/2022 7.) Name: Hyatt and Associates; Investment Related: No; Address: 9806 Willers Way, Austin, TX 78748; Nature of the Business: Entertainment Business Management Firm; Position: Managing Partner / Co-Owner; Hours Per Week: 10 Hours; Start Date: 9/12/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-10
• S63 Uniform Securities Agent State Law Examination
  2016-01-22