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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-25 |
Branch Locations
835 Main Street Building 200, Buda, TX 78610 • United States
17207 N. Perimeter Drive Suite 120, Scottsdale, AZ 85255 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Street Kitchen | Scottsdale | AZ | 07/2016 | 10/2017 |
| Kona Grill | Scottsdale | AZ | 10/2017 | 03/2018 |
| Ohso | Phoenix | AZ | 03/2018 | 07/2021 |
| Exp Realty | Phoenix | AZ | 04/2020 | Present |
| Zelus | Phoenix | AZ | 04/2021 | 08/2021 |
| Pivot Professional Partners | Jupiter | FL | 08/2021 | 08/2022 |
| Coastal Equities, Inc. | Wilmington | DE | 03/2022 | 09/2022 |
| Emerson Equity Llc | San Mateo | CA | 09/2022 | 08/2024 |
| Cm Pacific Capital | Newport Beach | CA | 08/2022 | 07/2023 |
| 1031 Dst Group | Newport Beach | CA | 07/2023 | 08/2024 |
| Coastal Equities, Inc. | Wilmington | DE | 08/2024 | 07/2025 |
| Transce3Nd Llc | Scottsdale | AZ | 07/2025 | Present |
| Realta Equities Inc | San Diego | CA | 08/2024 | Present |
,1)- EXP REALTY-INVESTMENT RELATED; 16165 N 83RD AVE, PEORIA, AZ 85382, NOT INVESTMENT RELATED, REAL ESTATE SALES; REALTOR, HTTPS://BRYSONBLACKWELL.EXPREALTY.COM, COMMISSIONS, FIVE HRS A WEEK NONE DURING SECURITIES TRADING HOURS, 04/2022 2)- WAYPOINT1031 DST GROUP-INVESTMENT RELATED, 15333 NORTH PIMA ROAD SCOTTSDALE, AZ 85260, HTTPS://WWW.WAYPOINT1031.COM, ENTITY IS USED FOR BRADNING/MARKETING PURPOSES ONLY, COMMISSIONS, 40 HRS A WEEK DURING SECURITIES TRADING HOURS, 8/2024 3)- PARKWAY ASSOCIATES, LLC: DBA; INVESTMENT RELATED: 4334 N PARKWAY AVE SCOTTSDALE, AZ 85251; START: 6/2025; MANAGING MEMBER; 0+ HOURS PER WEEK DURING NORMAL TRADING HOURS. 4)- 4334 PARKWAY LLC; NOT INVESTMENT RELATED: RENTAL PROPERTY; START: 6/2025; MANAGING MEMBER; 0+ HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. 5)-TRANSCEND; START: 09/2025; INVESTMENT RELATED: 906 S KIRKWOOD ROAD KIRWOOD, MO 63122; HTTPS://E3WEALTH.COM; FEE BASED ADVISORY WORK; OUTSIDE RIA; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 6) BREAKLINE WEALTH AND TAX; INVESTMENT RELATED: START: 2/2026; 16220 N SCOTTSDALE ROAD STE 440 SCOTTSDALE, AZ 85254; HTTPS://BREAKLINEWEALTHANDTAX.COM; COMMISSIONS; WEALTH MANAGEMENT SERVICES; SALES, MARKETING AND CLIENT SERVICES; 160 HOURS PER MONTH DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-20 |
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