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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-25 |
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