This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRANSCE3ND LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 3, 2020

First registration

Jan 7, 2020

Dual registered

no

IAPD individual key

6994217

• Occurred

  Dec 21, 2024
  Advisor changed firm

  Joel Everett left Proxy Freedom for Transce3Nd Llc (registered 2026-02-09)

  Form ADVobserved 5 days ago
• Occurred

  Nov 25, 2024
  Advisor changed firm

  Joel Everett left United Planners' Financial Services Of America A Limited Partner for Proxy Freedom (registered 2023-08-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:271d64d2-ac1f-5703-c7aa-05087b705fe6

First observed

Jan 7, 2020

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.