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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-07 |
Branch Locations
17207 N Perimeter Drive #120, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2024 | Present |
| Arcosa Aggregates | Chandler | AZ | 05/2024 | 05/2024 |
| Vulcan Materials Company | Phoenix | AZ | 07/2016 | 04/2024 |
| Realta Equities, Inc. | Wilmington | DE | 03/2025 | Present |
| Transcend, Llc | Buda | TX | 03/2025 | Present |
(1) Wealth Strategies Advisors Group (WSAG); start: 3/2025; 17207 N Perimeter Dr #120 Scottsdale, AZ 85255; dba; Investment Related; service advisor providing client services support for office; Salary plus fees and commissions; 50 hours per week during normal trading hours. (2) Life and Health Insurance; Agent; fixed insurance business; Compensation in the form of commissions; 5 hours per week some during normal trading hours. (3) Transce3nd; 835 Main Street, building 200 Buda, TX 78610; Investment Related; Start: 3/2025; Outside RIA; Investment Advisor Representative; https://transcendim.com; Fee based compensation; 20 hours per week during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-01 |
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