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David James Abitz

Convergence Investment Partners, LLC

Palm Beach Gardens, FL

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Current Employers
Convergence Investment Partners, Llc

3801 Pga Blvd. Suite 1001, Palm Beach Gardens, FL 33410-2757 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-09-04
  • FL RA
    APPROVED
    Since 2019-09-04

Branch Locations

3801 Pga Blvd. Suite 1001, Palm Beach Gardens, FL 33410-2757 • 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
Convergence Investment Partners, Llc Mequon WI 12/2008 Present
Previous Registrations
  • 2004-11-16 → 2008-12-16
    Qis Advisors Llc
    San Marcos, CA
  • 1995-10-02 → 2004-09-23
    M&I Investment Management Corp.
    Milwaukee, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-01-05
S65 Uniform Investment Adviser Law Examination 1995-09-08
  • S63 Uniform Securities Agent State Law Examination
    1996-01-05
  • S65 Uniform Investment Adviser Law Examination
    1995-09-08
Designations

View on SEC IAPD

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