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5800 Airport Road, Redding, CA 96002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-31 |
| CA | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Convergence Insurance Solutions, Inc. | Redding | CA | 04/2017 | Present |
| Self-Employed Independent Insurance Agent | Redding | CA | 10/2014 | 04/2017 |
| Maripau Wealth Management Llc | Fort Wayne | IN | 04/2021 | Present |
| Convergence Wealth Partners Llc | Redding | CA | 06/2025 | Present |
| Self Employed - Gardner Consulting | Redding | CA | 04/2015 | 06/2018 |
1) FINANCIAL CONVERGENCE INSURANCE SOLUTIONS INC.; YES, INVESTMENT RELATED; 5800 Airport Rd., Redding, CA 96002; INSURANCE AGENCY; CEO, FOUNDER, AND INSURANCE AGENT; START DATE: 04/2017; APPROX 25 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING HOURS; SELL INSURANCE PRODUCTS INCLUDING LIFE INSURANCE AND ANNUITIES 2) Hoffman & Associates ; location of the business: 2365 Skyline Drive Redding California 96001 United States; Position Title: Partner; Start date with business: 2026-02-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-17 |
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