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3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-27 |
Branch Locations
3919 S. Providence Road, Columbia, MO 65203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Radnor | PA | 09/2024 | 01/2026 |
| Mass Mutual Life Insurance Company | Radnor | PA | 06/2024 | 01/2026 |
| Penn State University | State College | PA | 08/2020 | 06/2024 |
| Christ Chapel Academy | Woodbridge | VA | 08/2017 | 06/2020 |
| Theodore Roosevelt High School | Washington | DC | 08/2015 | 06/2017 |
| Lpl Financial Llc | Annapolis | MD | 04/2026 | Present |
| Ascension Agency | Washington | DC | 03/2026 | Present |
| Convergence Financial | Annapolis | MD | 04/2026 | Present |
1) 2026-04-09 - Ascension Agency - Property and Casualty - Y - 80 - 0 - at reported business location(s) - 2026-03-25 - P&C Agent 2) 2026-04-09 - Blake Hall-Taylor - Non-Variable Insurance - Y - 80 - 0 - at reported business location(s) - 2026-03-25 - Life insurance agent 3) 2026-04-21 - (Hybrid) Convergence Financial - Registered Investment Advisor - Y - 0 - 0 - at reported business location(s) - 2026-03-25 - For marketing purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
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