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

Jun 21, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jun 21, 2007

First registration

Mar 2, 2020

Dual registered

yes, broker-dealer

Other names

Andy Shorley|STEVEN A SHORLEY

IAPD individual key

5301881

• Occurred

  Oct 2, 2023
  Advisor changed firm

  Steven Andrew Shorley left Ae Wealth Management, Llc for Transce3Nd Llc (registered 2023-05-22)

  Form ADVobserved 5 days ago
• Occurred

  Aug 1, 2022
  Advisor changed firm

  Steven Andrew Shorley left Kalos Management for Ae Wealth Management, Llc (registered 2022-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5f7ef64a-7cf3-0455-d588-3989b89229d4

First observed

Mar 2, 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.