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3801 Pga Blvd. Suite 1001, Palm Beach Gardens, FL 33410-2757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-02 |
Branch Locations
3801 Pga Blvd. Suite 1001, Palm Beach Gardens, FL 33410-2757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergence Investment Partners, Llc | Mequon | WI | 01/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-14 |
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