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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-29 |
Branch Locations
835 Main Street Building 200, Buda, TX 78610 • United States
906 S Kirkwood Road, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keiser University | West Palm Beach | FL | 06/2016 | 06/2017 |
| Webster University | Webster Groves | MO | 07/2017 | 06/2022 |
| Comfort Inn & Suites | Greenville | IL | 05/2017 | 08/2017 |
| Rr 1 | Shobonier | IL | 05/2013 | 08/2017 |
| E3 Wealth | Kirkwood | MO | 08/2021 | Present |
| Madison Avenue Securities | San Diego | CA | 07/2022 | Present |
| Transce3Nd Llc | Buda | TX | 09/2025 | Present |
1.) Name: e3 Wealth; Address: 906 S Kirkwood Rd, Kirkwood, MO 63122: Investment Related: Yes; Position: Client Concierge; Duties: Client Communication, Note Taking, Follow Up, Paperwork, and Educating About Insurance Products; Hours Per Week; 40-50 Hours; Start Date: 08/2021. 2.) Name: Oasis Marketing: Address: 435 E Elliott Avenue, Saint Louis, MO 63122: Investment Related: No; Position: Co-Owner; Duties: Create, Run, and Manage Email Campaigns, Create Lead Lists, Educate Prospects About Our Services and Assist With Writing The Copy; Hours Per Week: 10 Hours; Start Date: 02/2024. 3.) Name: Transce3nd LLC; Address: 835 Main Street Bldg #200, Buda, TX 78610: Investment Related: Yes; Nature of the Business: Financial Services; Position: Associate Advisor; Hours Per Week; 30-40 Hours; Start Date: 01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
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