KR
Kyle J. Robarge
TRANSCE3ND LLC
BUDA, TX 78610
Some features on this profile are disabled
CRD#: 6608423
KR
Professional summary
Kyle Jason Robarge, who also goes by Kyle Robarge, is a registered financial advisor currently at TRANSCE3ND LLC located in Buda, Texas and MADISON AVENUE SECURITIES, LLC located in Buda, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Kyle has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Robarge
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.) e3 Wealth, LLC; Investment Related: Yes; Address: 906 S. Kirkwood Rd., St. Louis, MO 63122; Nature of the Business: Life Insurance and Fixed Index Annuities; Position: Insurance Agent: Hours Per Week: 40 Hours; Start Date: 01/2016 2.) Transce3ndl LLC; Investment Related: Yes; Address: 835 Main St., Building 200, Buda, TX 78610; Nature of the Business: Recommend and oversee fee-based advisory assets per client needs; Position: Investment Advisor Representative: Hours Per Week: 40 Hours; Start Date: 06/2022 3.) LMFB LLC; Investment Related: Yes; Address: 856 West Bartlett Drive, Buda, TX 78610; Nature of the Business: Pooled Investment Entity; Position: LLC Member: Hours Per Week: 0 Hours; Start Date: 02/2022 4.) Transce3ndl LLC; Investment Related: Yes; Address: 835 Main St., Building 200, Buda, TX 78610; Nature of the Business: RIA, supervise IAR's and oversee investment selection, due diligence, compliance, licensing; Position: Chief of Staff: Hours Per Week: 40 Hours; Start Date: 01/2022 5.) Lauritzen and Hyatt Business Management; Investment Related: No; Address: 3005 S. Lamar Blvd., Austin, TX 78704; Nature of the Business: Music Business Management. Oversight of accounting / bookkeeping for musicians; Position: Account Manager; Hours Per Week: 20 Hours; Start Date: 4/24/2025 6.) Hyatt & Associates; Investment Related: No; Address: 9806 Willers Way, Austin, TX 78748; Nature of the Business: Entertainment Business Management Firm; Position: Managing Partner / Co-Owner; Hours Per Week: 10 Hours; Start Date: 9/12/2025
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Jason Robarge'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
July 3, 2022 - Present
TRANSCE3ND LLC
Office #1: 835 Main Street Building 200, Buda, TX 78610RIA
CRD#: 317745
BUDA, TX
Current
April 24, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 835 Main Street, Building #200, Buda, TX 78610RIA
BD
CRD#: 23224
Buda, TX
Past
July 31, 2022 - October 31, 2022
MADISON AVENUE SECURITIES, LLC
BD
CRD#: 23224
Kyle, TX
Past
July 7, 2017 - August 1, 2022
KALOS MANAGEMENT
RIA
CRD#: 133025
Kyle, TX
Past
July 7, 2017 - August 1, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Kyle, TX
Past
April 29, 2016 - July 10, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
KYLE, TX
Past
March 9, 2016 - July 10, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
KYLE, 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
RR
California(6/17/2025)
RR
Oregon(6/20/2025)
RR
South Dakota(4/25/2025)
IAR
Texas(7/3/2022)
RR
Texas(4/24/2025)
RR
Washington(6/16/2025)
Exams
State Security Law Exam
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.
