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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-03 |
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 |
|---|---|---|---|---|
| National Planning Corporation | Kyle | TX | 01/2016 | 07/2017 |
| Kalos Capital | Alpharetta | GA | 07/2017 | 07/2022 |
| Kalos Management | Alpharetta | GA | 07/2017 | 07/2022 |
| E3 Wealth | Kyle | TX | 07/2017 | Present |
| Transce3Nd, Llc | Kyle | TX | 06/2022 | Present |
| Madison Avenue Securities | San Diego | CA | 07/2022 | Present |
1.) e3 Wealth, LLC; Investment Related: Yes; Address: 906 S. Kirkwood Rd., St. Louis, MO 63122; Nature of the Business: Life Insurance and Fixed Index Annuities; Position: Insurance Agent: Hours Per Week: 40 Hours; Start Date: 01/2016 2.) Transce3ndl LLC; Investment Related: Yes; Address: 835 Main St., Building 200, Buda, TX 78610; Nature of the Business: Recommend and oversee fee-based advisory assets per client needs; Position: Investment Advisor Representative: Hours Per Week: 40 Hours; Start Date: 06/2022 3.) LMFB LLC; Investment Related: Yes; Address: 856 West Bartlett Drive, Buda, TX 78610; Nature of the Business: Pooled Investment Entity; Position: LLC Member: Hours Per Week: 0 Hours; Start Date: 02/2022 4.) Transce3ndl LLC; Investment Related: Yes; Address: 835 Main St., Building 200, Buda, TX 78610; Nature of the Business: RIA, supervise IAR's and oversee investment selection, due diligence, compliance, licensing; Position: Chief of Staff: Hours Per Week: 40 Hours; Start Date: 01/2022 5.) Lauritzen and Hyatt Business Management; Investment Related: No; Address: 3005 S. Lamar Blvd., Austin, TX 78704; Nature of the Business: Music Business Management. Oversight of accounting / bookkeeping for musicians; Position: Account Manager; Hours Per Week: 20 Hours; Start Date: 4/24/2025 6.) Hyatt & 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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-16 |
| S66 | Uniform Combined State Law Examination | 2016-04-25 |
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