Andrew Dinkelmeyer (CRD# 5597768) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 14 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transce3nd, LLC | Kyle, TX | Dec 2023 - Current | < 1 |
| Realta Equities, Inc. | Wilmington, DE | Jul 2021 - Current | 2 |
| Wealth Strategies Advisory Group | Scottsdale, AZ | Jan 2022 - Dec 2023 | 1 |
| Coastal Investment Advisors | Wilmington, DE | Aug 2021 - Dec 2023 | 2 |
| Center Street Advisors | Nashville, TN | Jan 2018 - Jul 2021 | 3 |
| Center Street Securities, Inc. | Nashville, TN | Mar 2017 - Jul 2021 | 4 |
| Newbridge Securities Corporation | Rancho Santa Margarita, CA | Jan 2017 - Feb 2017 | < 1 |
| Tcfg Wealth Management LLC | Rancho Santa Margarita, CA | Feb 2015 - Jan 2017 | 1 |
| Calton & Associates, Inc. | Newport Beach, CA | Nov 2014 - Feb 2015 | < 1 |
| Scottrade | Laguna Niguel, CA | Apr 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management313MILLIONS
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Total Number of Accounts2,378ACCOUNTS
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Average Account Value$131,706
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