CD
Corwin E. Davidson
TRANSCE3ND LLC
Round Rock, TX
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CRD#: 6196479
CD
Professional summary
Corwin Eugene Davidson is a registered financial advisor currently at TRANSCE3ND LLC located in Round Rock, Texas and REALTA EQUITIES, INC. located in Liberty Hill, Texas.
Corwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Corwin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) Hill Country Wealth Strategies; non-functioning entity (2) Wealth Strategies Advisory Group; start: 1/2025; www.wsagaz.com; sales of investment and insurance products; commissions; 40 hours per week during normal trading hours. (3) Transcend; 165 Elmhurst Ste B Kyle, TX 78640; start: 12/2024; https://transcendim.com; Investment Advisory Sales; Investment Advisor Representative; Assets Under Management Fees; 40 hours per week during normal trading hours. (4) Davidson Development and Design; 1008 Texas Loop 332 Liberty Hills, TX 78642; non-functioning entity (5) Advisors Excel; 2950 SW McClure Rd Topeka, KS 66614; insurance sales; https://www.advisorexcel.com; selling insurance policies; commissions; 40 hours per week during normal trading hours. (6) Exit Plan Design Service (Hill County Business Strategies); not investment related; exit plan design for business owners; www.hillcobiz.com; exit planning coach; fees for services; 40 hours per week during normal trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Corwin Eugene Davidson's 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®
NoneExperience
Current
December 4, 2024 - Present
TRANSCE3ND LLC
RIA
CRD#: 317745
Round Rock, TX
Current
February 11, 2025 - Present
REALTA EQUITIES, INC.
Office #1: 1008 Loop 332, Liberty Hill, TX 78642BD
CRD#: 23769
Liberty Hill, TX
Past
June 14, 2024 - December 15, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
LIBERTY HILL, TX
Past
June 14, 2024 - December 15, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
LIBERTY HILL, TX
Past
July 28, 2023 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LIBERTY HILL, TX
Past
July 28, 2023 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LIBERTY HILL, TX
Past
March 7, 2016 - August 11, 2023
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
LIBERTY HILL, TX
Past
March 4, 2016 - August 11, 2023
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
LIBERTY HILL, TX
Past
October 11, 2013 - February 9, 2016
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
SAN ANTONIO, TX
Past
August 14, 2013 - February 9, 2016
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
SAN ANTONIO, TX
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
IAR
Texas(12/4/2024)
RR
Texas(2/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
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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 (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,518 |
| 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.
