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Current Employers
Transce3Nd Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

17330 Preston Road, Suite 200D, Dallas, TX 75252 • 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
Aledo High School Aledo TX 05/2015 05/2019
Texas State University San Marcos TX 06/2019 12/2022
Lowes San Marcos TX 06/2022 07/2022
Unemployed San Marcos TX 12/2022 02/2023
Bankers Life And Casualty Austin TX 02/2023 10/2024
Comerica Bank West Lake Hills TX 10/2024 03/2025
E3 Wealth, Llc Buda TX 03/2025 Present
Madison Avenue Securities San Diego CA 03/2025 Present
Transcend Llc Buda TX 03/2026 Present
  • 05/2015 → 05/2019
    Aledo High School
    Aledo, TX
  • 06/2019 → 12/2022
    Texas State University
    San Marcos, TX
  • 06/2022 → 07/2022
    Lowes
    San Marcos, TX
  • 12/2022 → 02/2023
    Unemployed
    San Marcos, TX
  • 02/2023 → 10/2024
    Bankers Life And Casualty
    Austin, TX
  • 10/2024 → 03/2025
    Comerica Bank
    West Lake Hills, TX
  • 03/2025 → Present
    E3 Wealth, Llc
    Buda, TX
  • 03/2025 → Present
    Madison Avenue Securities
    San Diego, CA
  • 03/2026 → Present
    Transcend Llc
    Buda, TX
Other Businesses

1.) Name: e3 Wealth, LLC; Investment Related: Yes; Address: 835 Main Street Blvd #200, Buda, TX 78641; Nature of the Business: Insurance Sales; Position: Cash Flow Specialist; Hours Per Week: 40 Hours; Start Date: 03/2025 2.) Name: RV Retirement Solutions; Investment Related: Yes; Address: 5020 Cromwell Dr. Apt 327, Kyle, TX 78640: Nature of the Business: This company was established strictly for tax purposes when I was an independent contractor. While it is in active status, I have never and am not currently conducting any business activity through this organization; Position: Owner; Hours Per Week: Zero; Start Date; 03/2024 3.) Name: Transcend; Investment Related: Yes; Address: 835 Main Street Blvd #200, Buda, TX 78641; Nature of the Business: Investment Advisor; Position: Investment Advisor Representative; Hours Per Week: 20-40 Hours; Start Date: 03/2026 Insurance License - TX - Life, Accident, Health and HMO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-25
  • S66 Uniform Combined State Law Examination
    2025-07-25

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