Best Investors
Account
Sign in
3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-25 |
| MO | RA | APPROVED | 2024-06-05 |
Branch Locations
9401 Indian Creek Pkwy, Suite 1040 40 Corporate Woods, Overland Park, KS 66210 • United States
3919 S. Providence Road, Columbia, MO 65203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2020 | 05/2024 |
| Sysco Foods | Olathe | KS | 11/2014 | 11/2020 |
| Convergence Financial | Columbia | MO | 06/2024 | Present |
| Lpl Financial | Overland Park | KS | 07/2024 | Present |
1) 07/2024 - Convergence Financial LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 07/2024 - Neighbors and friends holdings LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Overland Park, KS / Start date 05/29/2024 3) 08/07/2024 - Convergence Financial LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/10/2024 - 140 Hours Per Month/ 7 Hours During Trading - I provide investment advisory services through Convergence Financial LLC, an independent investment advisor firm. I started this business activity in 8/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/03/2026 - Convergence Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/15/2026 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-20 |
Reach out to this advisor