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Inactive

Grant Walker

Convergence Financial

Ozark, MO

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Current Employers
Convergence Financial

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-03-24
  • MO RA
    APPROVED
    Since 2026-03-24

Branch Locations

1475 W. South St., Ozark, MO 65721 • 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
Oakley Vault Springfield MO 05/2015 12/2019
Mercy Hospital Springfield MO 06/2018 06/2022
Rtg Medical Springfield MO 06/2022 10/2024
Baxter Health Springfield MO 10/2024 Present
Convergence Financial Columbia MO 02/2026 Present
  • 05/2015 → 12/2019
    Oakley Vault
    Springfield, MO
  • 06/2018 → 06/2022
    Mercy Hospital
    Springfield, MO
  • 06/2022 → 10/2024
    Rtg Medical
    Springfield, MO
  • 10/2024 → Present
    Baxter Health
    Springfield, MO
  • 02/2026 → Present
    Convergence Financial
    Columbia, MO
Other Businesses

10/2024 - present; Baxter health, medical employee, 32 hours/month. Non-investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-24
  • S65 Uniform Investment Adviser Law Examination
    2026-03-24

View on SEC IAPD

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