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Current Employers
Transce3Nd Llc

835 Main Street Building 200, Buda, TX 78610 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-09-03
  • ID RA
    APPROVED
    Since 2025-09-03

Branch Locations

Middleton, ID • United States

835 Main Street Building 200, Buda, TX 78610 • 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
Realta Equities, Inc. Wilmington DE 01/2025 Present
Elite Assurance Team San Diego CA 07/2022 Present
Symmetry Financial Group Swannanoa NC 05/2018 07/2022
American Money Group Chino Hills CA 12/2017 05/2018
Immigration And Customs Enforcement Tacoma WA 09/2008 03/2018
Transce3Nd, Llc Buda TX 09/2025 Present
  • 01/2025 → Present
    Realta Equities, Inc.
    Wilmington, DE
  • 07/2022 → Present
    Elite Assurance Team
    San Diego, CA
  • 05/2018 → 07/2022
    Symmetry Financial Group
    Swannanoa, NC
  • 12/2017 → 05/2018
    American Money Group
    Chino Hills, CA
  • 09/2008 → 03/2018
    Immigration And Customs Enforcement
    Tacoma, WA
  • 09/2025 → Present
    Buda, TX
Other Businesses

(1) ANGEL OF FREEDOM FINANCIAL; 11127 W HIDDEN POINT ST STAR, ID 83669; DBA; INVESTMENT RELATED; ADVISORY FEES AND COMMISSIONS; 40+ HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) AUTOMATED FREEDOM, LLC (AMAZON STORE); 11127 W HIDDEN POINT ST STAR, ID 83669; NOT INVESTMENT RELATED; ECOMMERCE SELLING PRODUCTS ON AMAZON; HTTPS://AUTOMATEDFREEDOMLLC.COM AND HTTPS://WWW.AMAZON.COM; OWNER; INCOME FROM PROFITS; 2 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. (3) TRANSCE3ND, LLC; START: 9/2025; INVESTMENT RELATED; 835 MAIN STREET BUDA, TX 78610; 3RD PARTY INVESTMENT ADVISORY/WEALTH ADVISOR; 20 HOURS PER WEEK DURING NORMAL TRADING HOURS. (4) BREAKLINE WEALTH AND TAX, LLC: DBA: START: 2/2026; INVESTMENT RELATED; 1475 CONDOR DRIVE MIDDLETON, ID 83644; HTTPS://BREAKLINEWEALTHANDTAX.COM; WEALTH MANAGEMENT; COMMISSIONS; 140 PER MONTH DURING NORMAL TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-24
S63 Uniform Securities Agent State Law Examination 2025-02-18
  • S65 Uniform Investment Adviser Law Examination
    2025-07-24
  • S63 Uniform Securities Agent State Law Examination
    2025-02-18

View on SEC IAPD

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