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1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-11 |
| LA | RA | APPROVED | 2022-08-10 |
| PA | RA | APPROVED | 2022-08-10 |
| AR | RA | APPROVED | 2022-08-09 |
| OK | RA | APPROVED | 2022-08-08 |
| TX | RA | APPROVED_RES | 2022-08-08 |
Branch Locations
1008 South Bryant Avenue Suite 250, Edmond, OK 73034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Edmond | OK | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Edmond | OK | 11/2016 | 08/2022 |
| Transcendent Capital Group Llc | Edmond | OK | 08/2022 | Present |
James Wealth Solutions, LLC; not investment-related; 1008 S Bryant Ave, Suite 210 Edmond OK 73034; primarily used for bookkeeping purposed & to process fees from the revenue of Transcendent Capital Group; 100% owner; Start Date 08/18/2022; 4 hours/month for bookkeeping purposes with this entity; 2 hours/month during normal trading hours. Darrell James Farm- Sole Proprietor; Not investment-related; 910509 S. 3400 Rd. Chandler, OK 74834; Farming/Ranching; Owner; Bought land in April 2023. Filed for farm exempt permit in December 2023 and received by mail in December 2023; 8-10 hours per month; 0 hours per month during securities trading hours; Assist my son-in-law with farming and ranching.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-29 |
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