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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-03 |
Branch Locations
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 |
|---|---|---|---|---|
| University High School | Normal | IL | 08/2015 | 05/2019 |
| Webster University | Webster Groves | MO | 05/2019 | 05/2023 |
| E3 Wealth | St. Louis | MO | 05/2023 | Present |
| Madison Avenue Securities | San Diego | CA | 05/2023 | Present |
| Transce3Nd | St. Louis | MO | 04/2024 | Present |
1) Name: e3 Wealth; Address: 906 S Kirkwood Rd, St. Louis, MO 63122; Investment Related: Yes; Position: Client Coordinator / Concierge; Duties: Helps facilitate meeting times, take notes for advisors, and any extra help that may need. Insurance licensed; Hours Per Week: 40 Hours; Start Date: 05/2023 2) Name: MCS Wealth Management; Investment Related: Yes; Nature of the Business: Wealth and Tax Advising; Position: Associate Advisor, Employee; Hours Per Week: 40 Hours; Start Date: 01/2024 3) Name: Transce3nd; Investment Related: Yes; Address: 906 S Kirkwood Rd, St. Louis, MO 63122; Nature of the Business: Financial Planning; Position: Associate Advisor; Hours Per Week: 40 Hours; 04/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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