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 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jun 14, 2018

First registration

Jun 1, 2022

Dual registered

yes, broker-dealer

Other names

AMY COTHRAN|AMY L JOSLIN

IAPD individual key

6102549

• Occurred

  Dec 20, 2023
  Advisor changed firm

  Amy Joslin left Realta Investment Advisors, Inc for Transce3Nd Llc (registered 2023-09-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f2adb5bb-34bd-ee69-8693-c7a86784e448

First observed

Jun 1, 2022

Last observed

Sep 14, 2026 6 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.