Joshua Huard has been an investment adviser representative at Transce3nd since July 2022, 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.
Joshua Huard’s longest registration was 5 years at Kalos Management (2017–2022). Before joining Transce3nd in 2022, Joshua Huard was registered through Kalos Management and National Planning Corporation ("NPC of America" in FL & NY).
- Kalos Management– · 5 yearsKyle, TX · Adviser representative · Firm CRD 133025
- National Planning Corporation ("NPC of America" in FL & NY)– · under a yearKyle, TX · Adviser representative · Firm CRD 29604
Investment adviser representative registrations
Joshua Huard is registered as an investment adviser representative in Texas, since July 2022.
- TexasSince 3 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 May 2017 |
| Series 7 | General Securities Representative Examination | 25 May 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Mark Huard
- CRD
- 6516166
- Firm
- Transce3nd · CRD 317745
- Office
- 835 MAIN STREET, BUILDING 200, Buda, TX 78610
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joshua Huard work?
Joshua Huard is an investment adviser representative registered through Transce3nd LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Huard a financial advisor?
Yes. Joshua Huard has a current investment-adviser registration in Texas, through Transce3nd since July 2022.
How many years of experience does Joshua Huard have?
Joshua Huard has 10 years in the financial industry, since May 2016, across 3 adviser firms.
What exams has Joshua Huard passed?
Joshua Huard has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2016. FINRA credited Joshua Huard with the SIE, which began in October 2018.
Where did Joshua Huard work before Transce3nd?
Before Transce3nd, Joshua Huard was registered through National Planning Corporation ("NPC of America" in FL & NY), June 2017 to July 2017.
Where is Joshua Huard based?
Joshua Huard’s registered office is in Buda, TX.
Is Joshua Huard registered with FINRA?
Yes. Joshua Huard has a current broker registration, under CRD 6516166.
Source: FINRA BrokerCheck
How can I verify Joshua Huard’s record?
Search CRD 6516166 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Huard’s full registration record.
