Vincent Keith Annable

Current Employers

Employment History

• 08/2015 → 05/2020
  Center Street Securities, Inc.
  Nashville, TN
• 08/2015 → 05/2020
  Center Street Advisors, Inc
  Nashville, TN
• 05/2020 → 12/2023
  Wealth Strategies Advisory Group, Llc
  Scottsdale, CA
• 12/2020 → 07/2021
  Arete Wealth Advisor Llc
  Chicago, IL
• 07/2021 → 12/2023
  Coastal Investment Advisors
  Wilmington, DE
• 09/2021 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 12/2023 → Present
  Transce3Nd, Llc
  Kyle, TX

Previous Registrations

• 2021-07-19 → 2023-12-20
  Realta Investment Advisors, Inc
  Wilmington, DE
  Scottsdale, AZ
  Scottsdale, AZ
• 2020-06-30 → 2023-11-01
  Wealth Strategies Advisory Group
  Scottsdale, AZ
• 2020-06-03 → 2021-12-31
  Wealth Strategies Advisory Group
  Scottsdale, AZ
• 2021-01-04 → 2021-07-21
  Arete Wealth Advisors, Llc
  Chicago, IL
  Scottsdale, AZ
• 2015-08-21 → 2020-06-15
  Center Street Advisors, Inc.
  Scottsdale, AZ
  Nashville, TN
• 2009-11-03 → 2015-08-24
  Nfsg Corporation
  Scottsdale, AZ
  Boca Raton, FL
• 2009-06-02 → 2009-07-09
  Compak Asset Management
  Newport Beach, CA
• 2006-01-01 → 2006-10-12
  Cl Wealth Management Llc
  Scottsdale, AZ

Other Businesses

(1) TRANSCE3ND, LLC; KYLE, TX; START 12/2023; INVESTMENT ADVISORY SERVICES; IAR; FEE BASED COMPENSATION; 20 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) VFO (VIRTUAL FAMILY OFFICE) ADVISORY GROUP; 17207 N PERIMETER DRIVE #120 SCOTTSDALE, AZ 85255; CONSULTING; WWW.VFOAG.COM; CONSULTING - WORKING WITH POTENTIAL COI IN A CONSULTING ROLE SENIOR PARTNER/CONSULTANT; NO COMPENSATION; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS. (3) HOUSEHOLD ENDOWMENT MODEL; 17207 N PERIMETER DRIVE #120 SCOTTSDALE, AZ 85255; CONSULTING AND EDUCATION; WWW.THEHOURSEHOLDENDOWMENTMODEL.COM; CONSULTING AND EDUCATION REGARDING THE ENDOWMENT MODEL WITH COI; NO COMPENSATION; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS. (4) VINCE ANNABLE CONSULTING LLC;17207 N PERIMETER DRIVE #120 SCOTTSDALE, AZ 85255; FIXED INSURANCE SALES; INSURANCE AGENT, COMMISSIONS FROM SALES; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) YOUR MONEY MANUAL PODCAST: OWNER; WWW.WSAGAZ,COM; 1 HOUR PER WEEK DURING NORMAL TRADING HOURS. (6) ANNABLE LIVING TRUST, SCOTTSDALE, AZ, LIVING TRUST, TRUSTEE, 10/28/2004, 0 HOURS PER MONTH DEVOTED, 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING. (7) WEALTH STRATEGIES; 17207 N PERIMETER SCOTTSDALE, AZ 85255; START: 11/2024; RENTAL INCOME FROM TENANTS; COMPENSATION: RENTAL PAYMENTS; 0 HOURS (8) VFO TAX; 17207 N PERIMETER SCOTTSDALE, AZ 85255; START: 11/2024; TAX CONSULTATION (PART OF VFO CONSULTING THE FAMILY OFFICE PLANNING GROUP); 50% OWNER; COMPENSATION: POSSIBLE CONSULTING/PROJECT FEES; 5 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS. (9) E2COMPANIES; 8901 QUALITY ROAD BONITA SPRINGS, FL 34135; NOT INVESTMENT RELATED; START: 7/2026; CONSULTING FOR THE SALE OF E2C EQUIPMENT FOR TAX MITIGATION; PAID ON REFERRAL BASIS; 10 HOURS PER MONTH DURING NORMAL TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-07-27
• S65 Uniform Investment Adviser Law Examination
  2005-07-18

Other Names

• Vince Annable