AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SG

Steven E. Goune

Some features on this profile are disabled
CRD#: 2302651
SG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Etienne Goune, who also goes by Steven E Goune, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1993. Steven had worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 55, Series 7, Series 53, Series 4, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven E Goune

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 2, 2014 - December 10, 2014

TRANSCEND CAPITAL

BD
CRD#: 104483
AUSTIN, TX
Past

September 28, 2010 - June 11, 2012

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

October 23, 2006 - September 16, 2010

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
NEW YORK, NY
Past

November 18, 2005 - November 2, 2006

TRANSCEND CAPITAL

BD
CRD#: 104483
AUSTIN, TX
Past

February 19, 2003 - June 7, 2004

BLOOMBERG TRADEBOOK LLC

BD
CRD#: 40881
NEW YORK, NY
Past

June 8, 2001 - September 4, 2001

KERSHNER TRADING GROUP, LLC

BD
CRD#: 16908
AUSTIN, TX
Past

June 8, 2001 - March 7, 2002

TRANSCEND CAPITAL

BD
CRD#: 104483
AUSTIN, TX
Past

June 8, 2001 - April 12, 2002

PROTRADER SECURITIES L.P.

BD
CRD#: 35233
AUSTIN, TX
Past

January 29, 2001 - June 6, 2001

MYD MARKET, INC

BD
CRD#: 29019
NEW YORK, NY
Past

October 7, 1998 - June 19, 2001

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

December 12, 1997 - October 19, 1998

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

April 6, 1994 - June 24, 1996

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

March 26, 1993 - February 1, 1994

THE CHAPMAN CO.

BD
CRD#: 19178
COLUMBIA, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/12/1994
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/16/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/22/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TC
TRANSCEND CAPITAL
PROTRADER.COM, LP | TRANSCEND CAPITAL, LP | TRANSCEND CAPITAL, LLC | TRANSCEND CAPITAL

CRD#: 104483 / SEC#: , 8-52946

BD
Terminated by SEC on 09/30/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 04/13/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRANSCEND CAPITAL MANAGEMENT, LLCMANAGING MEMBER
DENIO, MICHAEL EDWINPRESIDENT / CCO4167298
GOODIN, DIANE MARIEFINOP / CFO3117840
JONES, VERNON HUGH JR.CEO4316356
SWEARINGEN, BRADLEY JACOBCHIEF TECHNICAL OFFICER/CHIEF INFORMATION OFFICER4633976

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRANSCEND CAPITAL

CRD#: 104483

TRUST BUT VERIFY

Monitor Steven Goune

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics