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3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| KS | RA | APPROVED | 2025-11-25 |
| MO | RA | APPROVED | 2024-06-24 |
Branch Locations
10975 Benson Dr Suite 390, Overland Park, KS 66210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Leawood | KS | 10/2006 | 06/2024 |
| Charles Schwab Bank, Ssb | Leawood | KS | 10/2006 | 06/2024 |
| Convergence Financial, Llc | Columbia | MO | 06/2024 | Present |
d/b/a Ramos Group as financial advisor for investment advisory activity; investment related; since 11/19/2025; 160 hours/month during trading hours Mr. McCrea is licensed as an insurance producer in KS and, in that capacity, engages in the sale of insurance products outside of and separate from their associated person activities with Convergence Financial. This outside business activity encompasses the solicitation, recommendation, and placement of one or more of the following product types: Non-variable life insurance. All Insurance Products sold in this activity are not securities and are offered solely in Mr. McCrea capacity as a licensed insurance producer outside the scope of their Firm registration. Compensation received in connection with Insurance Products, including commissions, trails, bonus overrides, or other incentive-based remuneration is paid directly by the applicable insurance carrier or agency and is not paid through or by the Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-26 |
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