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Daniel Edward Hamlet

Convergence Financial

Fairmont, MN

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Current Employers
Convergence Financial

3919 S. Providence Road, Columbia, MO 65203 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-27
TX RA APPROVED 2024-11-27
  • MN RA
    APPROVED
    Since 2024-11-27
  • TX RA
    APPROVED
    Since 2024-11-27

Branch Locations

1017 Highway 15 S., Fairmont, MN 56031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Plumbing Kirksville MO 07/2015 06/2017
Edward Jones St. Louis MO 06/2017 11/2024
Convergence Financial Columbia MO 11/2024 Present
Lpl Financial Llc Fairmont MN 12/2024 Present
Army Reserves Fort Mccoy WI 11/2006 Present
  • 07/2015 → 06/2017
    Cambridge Plumbing
    Kirksville, MO
  • 06/2017 → 11/2024
    St. Louis, MO
  • 11/2024 → Present
    Columbia, MO
  • 12/2024 → Present
    Lpl Financial Llc
    Fairmont, MN
  • 11/2006 → Present
    Army Reserves
    Fort Mccoy, WI
Previous Registrations
  • 2017-08-31 → 2024-12-05
    Kirksville, MO
    St Louis, MO
    Fairmont, MN
    Killeen, TX
Other Businesses

1) 12/13/2024 - Daniel Hamlet - Real Estate Rental - Landlord. - Inv. Related - Fairmont MN 56031 - Start date 12/01/2024 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 12/13/2024- United States Army Reserves - Outside/W-2 Employment - Non Inv. Related - Ft McCoy, WI - Start date 11/26/2006 - 20 Hrs/Mth - 4 Hrs During Trading - 20% Time Spent. 3) 12/13/2024- 360 Intergrated Financial - DBA for LPL Business (entity for LPL business) - Inv. Related - Fairmont, MN 56031- Start date 12/13/2024 - 160 Hrs/Mth - 8 Hrs During Trading - 80% Time Spent 4) 12/17/2024- Convergence Financial LLC- Registered Investment Advisor Hybrid- INV Related- At reported business location(s)- Start date 12/13/2024- 160 HRS Per Month- 8 Hours During Trading.I provide investment advisory services through Convergence Financial, LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 07/23/2025 - Eye of the Needle - Not Investment Related - Other - Author - Self Published - At reported business location(s) - Strat Date: 06/01/2025 - 5 HRS Per Month- 5 Hours During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-13
S63 Uniform Securities Agent State Law Examination 2001-08-09
  • S66 Uniform Combined State Law Examination
    2017-07-13
  • S63 Uniform Securities Agent State Law Examination
    2001-08-09

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