Amy Joslin
Investment Adviser Representative at Transce3nd LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amy Joslin is an investment adviser representative with Transce3nd LLC in Henderson, NV, where they have been registered since 2023. They have worked in the securities industry since 2018 and were previously registered with Coastal Investment Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Nevada and Texas.
Registrations & licenses
- Investment adviser:
- Nevada, Texas
- Broker:
5 states and territories
Arizona, California, Nevada, Oklahoma, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Silver State Realty & InvestmentsJun 2015 – Jan 2023Las Vegas, NV
- Emerson Equity LLCFeb 2018 – Jul 2018San Mateo, CA
- Center Street Securities, Inc.Aug 2018 – Jul 2021Nashville, TN
- Realta Equities, Inc.Jul 2021 – no end date reportedWilmington, DE
- Wealth Strategies Advisory GroupJul 2021 – Dec 2023Scottsdale, AZ
- Transce3nd, LLCDec 2023 – no end date reportedKyle, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transce3nd LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Portfolio Management, Retirement Accumulation Strategies, Retirement Income Planning, and Custom Tailored Financial Plans.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Buda, TX
- SEC file number:
- 801-126674
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 5, 2026
View full firm profileOther advisors at Transce3nd LLC
Showing 12 of 43 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amy Joslin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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