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Corwin Davidson

Investment adviser representative at Transce3nd in Round Rock, TX

Investment adviser and broker registrationsUpdated

Corwin Davidson is an investment adviser representative at Transce3nd LLC, an investment adviser managing $419M, and works from its Round Rock, TX office. Corwin Davidson has been registered through Transce3nd since 4 December 2024, has 13 years in the industry across 5 firms and has passed the Series 7 and Series 66.

13
Years in industry
1
Years at firm
5
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Corwin Davidson has been an investment adviser representative at Transce3nd since December 2024, and is not listed among the firm’s executive officers or direct owners.

Transce3nd LLC is a Buda, TX firm with $419M under management, 1,620 clients and 42 advisers across 17 offices, as of its May 2026 filing.

Corwin Davidson’s longest registration was 7 years at Park Avenue Securities LLC (2016–2023). Before joining Transce3nd in 2024, Corwin Davidson was registered through Osaic Wealth, Inc. and Securities America Advisors, Inc.

  1. – present · 1 year
    Round Rock, TX · Adviser representative · Firm CRD 317745
  2. Osaic Wealth, Inc.
    – · under a year
    Liberty Hill, TX · Adviser representative · Firm CRD 23131
  3. Securities America Advisors, Inc.
    – · under a year
    Liberty Hill, TX · Adviser representative · Firm CRD 110518
  4. Park Avenue Securities LLC
    – · 7 years
    Liberty Hill, TX · Adviser representative · Firm CRD 46173
  5. Securian Financial Services, Inc.
    – · 2 years
    San Antonio, TX · Adviser representative · Firm CRD 15296

Credentials and registrations

Investment adviser representative registrations

Corwin Davidson is registered as an investment adviser representative in Texas, since December 2024.

  • TexasSince 4 December 2024

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6625 September 2013
Name
Uniform Combined State Law Examination
Series 713 August 2013
Name
General Securities Representative Examination

Key facts

Full name
Corwin Eugene Davidson
CRD
6196479
Firm
Transce3nd · CRD 317745
Office
Round Rock, TX
Registration
Investment adviser and broker registrations
In the industry since
September 2013
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Corwin Davidson work?

Corwin Davidson is an investment adviser representative registered through Transce3nd LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Corwin Davidson a financial advisor?

Yes. Corwin Davidson has a current investment-adviser registration in Texas, through Transce3nd since December 2024.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Corwin Davidson have?

Corwin Davidson has 13 years in the financial industry, since September 2013, across 5 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Corwin Davidson passed?

Corwin Davidson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2013. FINRA credited Corwin Davidson with the SIE, which began in October 2018.

Source: IAPD individual record, checked 23 October 2026

Where did Corwin Davidson work before Transce3nd?

Before Transce3nd, Corwin Davidson was registered through Securities America Advisors, Inc., July 2023 to June 2024; Park Avenue Securities LLC, March 2016 to August 2023; Securian Financial Services, Inc., October 2013 to February 2016.

Source: IAPD individual record, checked 23 October 2026

Where is Corwin Davidson based?

Corwin Davidson’s registered office is in Round Rock, TX.

Source: IAPD individual record, checked 23 October 2026

Is Corwin Davidson registered with FINRA?

Yes. Corwin Davidson has a current broker registration, under CRD 6196479.

Source: FINRA BrokerCheck

How can I verify Corwin Davidson’s record?

Search CRD 6196479 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Corwin Davidson’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Transce3nd

Sources

  1. IAPD individual record, CRD 6196479, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Transce3nd LLC, filed 5 May 2026. Executive officers and direct owners; this person is not among them.