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Grant Ned Tarrant

Transcendent Capital Group

Edmond, OK

CRD 7370648

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Employer firm

Transcendent Capital Group CRD 316872

$361M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Transcendent Capital Group

1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-11-09
  • OK RA
    APPROVED
    Since 2021-11-09

Branch Locations

1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • 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
Wells Fargo Advisors Financial Network, Llc Edmond OK 04/2021 11/2021
Midfirst Bank Oklahoma City OK 07/2007 04/2021
Transcendent Capital Group, Llc Edmond OK 11/2021 08/2024
Transcendent Capital Group, Llc Edmond OK 08/2024 Present
  • 04/2021 → 11/2021
    Edmond, OK
  • 07/2007 → 04/2021
    Midfirst Bank
    Oklahoma City, OK
  • 11/2021 → 08/2024
    Transcendent Capital Group, Llc
    Edmond, OK
  • 08/2024 → Present
    Transcendent Capital Group, Llc
    Edmond, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-16
  • S66 Uniform Combined State Law Examination
    2021-08-16
Other Names
  • Grant Tarrant

View on SEC IAPD

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