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Advisor at TRANSCE3ND LLC
BUDA, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRANSCE3ND LLC | Independent wealth | Jan 4, 2024 | n/a | yes | BUDA, TX | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Jul 12, 2023 | Dec 21, 2023 | no | CHICAGO, IL|St. Peters, MO | Previous registration |
| CENTER STREET ADVISORS, INC. | Former SEC adviser | Sep 8, 2015 | Jul 12, 2023 | no | ST PETERS, MO|NASHVILLE, TN|LAKE OZARKS, MO | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 11, 2009 | Sep 2, 2015 | no | ST PETERS, MO|CHESTERFIELD, MO|ST PETERS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | TRANSCE3ND LLC | Dec 21, 2023 | Jan 4, 2024 | 14 | Firm change | Ibd to RIA |
| CENTER STREET ADVISORS, INC. | ARETE WEALTH ADVISORS, LLC | Jul 12, 2023 | Jul 12, 2023 | 0 | Firm change | RIA to ibd |
| WOODBURY FINANCIAL SERVICES, INC. | CENTER STREET ADVISORS, INC. | Sep 2, 2015 | Sep 8, 2015 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169329:145488:MO:2023-07-11 | Jul 12, 2023 | Jul 12, 2023 | LAKE OZARKS, MO | Firm change |