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3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergence Financial | Columbia | MO | 01/2025 | Present |
| Permanent Equity | Columbia | MO | 08/2019 | 12/2024 |
| The Motley Fool | Alexandria | VA | 06/2005 | 03/2019 |
| Unemployed | Mclean | VA | 04/2019 | 07/2019 |
Unleash Consulting, LLC d/b/a A Bit of Mgmt; Non Investment-related, 5700 Adelaide Ct., Columbia, MO 65203; Business/Management consulting and coaching; Owner; Start date 7/2/2015; Spend 2-3 hours per month, none during trading hours; Zoom calls and face-to-face meetings with clients on business management topics. Convergence Wealth d/b/a for Convergence Financial Registered Investment Adviser - Financial Professional. 160 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Convergence Financial, an independent investment adviser firm. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
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