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3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Overland Park | KS | 08/2012 | 07/2021 |
| Lpl Financial Llc | Overland Park | KS | 07/2021 | 08/2022 |
| Prospera Financial Services Inc | Dallas | TX | 08/2022 | 11/2023 |
| Rice Voelker Llc | Covington | LA | 11/2023 | 06/2026 |
| Convergence Financial | Columbia | MO | 04/2026 | Present |
Adam will provide compliance services for unaffiliated RIA firms on behalf of Convergence RIA Partners. Convergence RIA Partners is associated of Convergence Financial. Mr. Parrie will not receive additional compensation for his work for Convergence RIA Partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
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