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Current Employers
Convergence Financial

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-05-12
TX RA APPROVED 2023-05-12
  • MO RA
    APPROVED
    Since 2023-05-12
  • TX RA
    APPROVED
    Since 2023-05-12

Branch Locations

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

4700 Belleview Ave Ste 201, Kansas City, MO 64112 • 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
Hy-Vee Independence MO 05/2014 05/2017
Best Buy Independence MO 05/2017 08/2018
State Street Bank And Trust Kansas City MO 08/2018 05/2019
Alexander'S Renovations Llc Kansas City MO 11/2018 02/2019
Waddell & Reed Independence MO 05/2019 07/2020
Waddell & Reed Independence MO 07/2020 07/2021
Lpl Financial Llc Blue Springs MO 07/2021 Present
Convergence Financial, Llc Columbia MO 05/2023 Present
  • 05/2014 → 05/2017
    Hy-Vee
    Independence, MO
  • 05/2017 → 08/2018
    Best Buy
    Independence, MO
  • 08/2018 → 05/2019
    State Street Bank And Trust
    Kansas City, MO
  • 11/2018 → 02/2019
    Alexander'S Renovations Llc
    Kansas City, MO
  • 05/2019 → 07/2020
    Waddell & Reed
    Independence, MO
  • 07/2020 → 07/2021
    Waddell & Reed
    Independence, MO
  • 07/2021 → Present
    Lpl Financial Llc
    Blue Springs, MO
  • 05/2023 → Present
    Convergence Financial, Llc
    Columbia, MO
Previous Registrations
  • 2020-12-21 → 2021-07-21
    Waddell & Reed
    Blue Springs, MO
    Edmond, OK
Other Businesses

1. 12/13/2021 - Apollo Strategic Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/06/2021 - 160 Hours Per Month/160 Hours During Securities Trading 2. 8/25/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 3/1/2021. 3. 5/22/2023 - Convergence Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/20/2021 - 40 Hours Per Month/40 Hours During Securities Trading 4. 02/25/2025- Joshua D Evans, LLC DBA Telos Strategic Wealth- DBA for LPL Business (entity for LPL business) - INV Related- At Reported Business Location(s)- Start date 01/31/2025- 160 Hours Per Month- 160 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-20
  • S66 Uniform Combined State Law Examination
    2020-12-20
Other Names
  • Josh David Evans

View on SEC IAPD

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