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RD

Raymond C. De Witt

TRANSCE3ND LLC
Murray, UT 84107
Some features on this profile are disabled
CRD#: 2894063
RD

Professional summary


Raymond Cripps De Witt JR, who also goes by Ray Cripps Dewitt, Raymond C Dewitt, Raymond Cripps Dewitt Jr, is a registered financial advisor currently at TRANSCE3ND LLC located in Murray, Utah and REALTA EQUITIES, INC. located in Murray, Utah.

Raymond is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Raymond has worked at 19 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ray Cripps Dewitt | Raymond C Dewitt | Raymond Cripps Dewitt Jr

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) - RIA


Click below to view Raymond Cripps De Witt JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

December 10, 2025 - Present

TRANSCE3ND LLC

Office #1: 392 E Winchester, Suite 110, Murray, UT 84107
RIA
CRD#: 317745
Murray, UT
Current

November 22, 2023 - Present

REALTA EQUITIES, INC.

Office #1: 392 E Winchester #110, Murray, UT 84107
BD
CRD#: 23769
Murray, UT
Past

January 26, 2024 - January 22, 2026

REALTA INVESTMENT ADVISORS, INC

RIA
CRD#: 134952
MURRAY, UT
Past

October 13, 2021 - January 23, 2024

BANGERTER FINANCIAL SERVICES, INC.

RIA
CRD#: 171939
SALT LAKE CITY, UT
Past

April 23, 2019 - November 22, 2023

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
Murray, UT
Past

April 23, 2019 - November 22, 2023

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Murray, UT
Past

September 29, 2015 - May 6, 2019

SPC

RIA
CRD#: 110692
South Jordan, UT
Past

September 28, 2015 - April 29, 2019

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
SOUTH JORDAN, UT
Past

August 8, 2012 - September 28, 2015

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
SALT LAKE CITY, UT
Past

August 7, 2012 - September 28, 2015

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SALT LAKE CITY, UT
Past

June 5, 2007 - August 10, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MIDVALE, UT
Past

June 5, 2007 - August 10, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MIDVALE, UT
Past

October 20, 2006 - June 8, 2007

WADDELL & REED

RIA
CRD#: 866
SALT LAKE CITY, UT
Past

October 16, 2006 - June 8, 2007

WADDELL & REED

BD
CRD#: 866
SALT LAKE CITY, UT
Past

September 6, 2006 - October 10, 2006

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
SANDY, UT
Past

July 2, 2003 - September 23, 2004

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
SALT LAKE CITY, UT
Past

January 21, 2003 - September 23, 2004

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

August 24, 2001 - January 22, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
SALT LAKE CITY, UT
Past

August 13, 2001 - January 22, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

May 7, 2001 - August 21, 2001

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

March 7, 2001 - May 9, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

May 18, 2000 - March 15, 2001

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

December 16, 1998 - April 14, 2000

PACIFIC HARBOR SECURITIES, INC.

BD
CRD#: 8755
HIGHLAND, UT
Past

July 11, 1997 - December 15, 1998

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC

CRD#: 317745 / SEC#: 801-126674

RIA
Registered Investment Advisory firm - (9/30/2022 Approved)
Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/24/2025)
RR
Alaska
(10/28/2025)
RR
Arizona
(12/22/2023)
RR
California
(11/22/2023)
IAR
California
(12/10/2025)
RR
Colorado
(1/9/2024)
RR
Florida
(11/27/2023)
RR
Georgia
(3/28/2024)
RR
Idaho
(11/30/2023)
RR
Indiana
(12/12/2023)
RR
Louisiana
(10/30/2024)
RR
Massachusetts
(8/15/2024)
RR
Michigan
(10/18/2024)
RR
Minnesota
(11/6/2025)
RR
Missouri
(10/18/2024)
RR
Nevada
(12/4/2023)
RR
New Jersey
(3/18/2024)
RR
New York
(10/5/2025)
RR
Ohio
(3/14/2024)
RR
Oklahoma
(2/25/2025)
RR
Oregon
(11/29/2023)
RR
Pennsylvania
(7/1/2025)
RR
Rhode Island
(4/17/2025)
RR
Tennessee
(12/8/2023)
RR
Texas
(1/9/2024)
RR
Utah
(11/30/2023)
IAR
Utah
(12/16/2025)
RR
Washington
(12/1/2023)
RR
Wisconsin
(1/15/2025)
RR
Wyoming
(7/22/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/11/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC

CRD#: 317745 / SEC#: 801-126674

RIA
Registered Investment Advisory firm - (9/30/2022 Approved)
Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)
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Contact information


Main Address
835 Main Street Building 200, Buda, TX 78610
Mailing Address
Phone number
(512) 268-9220
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (28 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/17/2025)

Regulatory assets under management


Total Number of Accounts2,518
AUM (Assets Under Management)$ 361,954,267

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


TRANSCE3ND LLC

CRD#: 317745Murray, UT 84107

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