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

TRANSCEND CAPITAL ADVISORS, 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

May 23, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

May 23, 2008

First registration

Jul 21, 2008

Dual registered

no

Other names

DANIEL R BEAUDETTE

IAPD individual key

5514020

• Occurred

  Oct 24, 2025
  Advisor changed firm

  Daniel Richard Beaudette left Black Point Wealth Management for Transcend Capital Advisors, Llc (registered 2025-01-29)

  Form ADVobserved 4 days ago
• Occurred

  May 1, 2024
  Advisor changed firm

  Daniel Richard Beaudette left Commonwealth Financial Network for Black Point Wealth Management (registered 2024-04-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:93c10eef-1f84-0bda-edb1-a1e2e4a3cd00

First observed

Jul 21, 2008

Last observed

Sep 15, 2026 4 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.