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Current Employers
Convergence Financial

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-06-11
  • KS RA
    APPROVED
    Since 2025-06-11

Branch Locations

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

10975 Benson Drive, Suite 390, Overland Park, KS 66210 • 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
Edward Jones Prairie Village KS 07/2022 03/2024
Scheels Sporting Goods Overland Park KS 02/2021 11/2021
Student Overland Park KS 03/2015 11/2021
Student Kansas City MO 03/2024 Present
Lpl Financial Llc Overland Park KS 05/2024 03/2025
Convergence Financial Overland Park KS 05/2024 03/2025
Student Overland Park KS 08/2018 07/2022
Lpl Financial Llc Overland Park KS 06/2025 Present
Convergence Financial Overland Park KS 06/2025 Present
Lionsgate Golf Club Overland Park KS 09/2021 04/2022
  • 07/2022 → 03/2024
    Edward Jones
    Prairie Village, KS
  • 02/2021 → 11/2021
    Scheels Sporting Goods
    Overland Park, KS
  • 03/2015 → 11/2021
    Student
    Overland Park, KS
  • 03/2024 → Present
    Student
    Kansas City, MO
  • 05/2024 → 03/2025
    Lpl Financial Llc
    Overland Park, KS
  • 05/2024 → 03/2025
    Overland Park, KS
  • 08/2018 → 07/2022
    Student
    Overland Park, KS
  • 06/2025 → Present
    Lpl Financial Llc
    Overland Park, KS
  • 06/2025 → Present
    Overland Park, KS
  • 09/2021 → 04/2022
    Lionsgate Golf Club
    Overland Park, KS
Other Businesses

1.06/09/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Convergence Financial LLC; Investment Related; at Reported Business Location(s); Start Date 06/05/2025; 160hrs/mth; 8hrs during trading 2.06/17/2025; (HYBRID) Convergence Financial, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 06/02/2025; 160hrs/mth; 8hrs during trading; I provide investment advisory services to Convergence Financial, LLC, an independent investment advisor firm. I started this business activity in 6/2025. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.06/17/2025; (HYBRID) Convergence Financial, LLC / Convergence Financial LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/02/2025; 160hrs/mth; 8hrs during trading; I provide investment advisory services to Convergence Financial, LLC, an independent investment advisor firm. I started this business activity in 6/2025. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.08/12/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Ramos Group; Investment Related; at Reported Business Location(s); Start Date 05/13/2024; 160hrs/mth; 8hrs during trading 5.08/10/2026; Bradyn Ramos; Non-Variable Insurance; Not Investment Related; at Reported Business Location(s); Start Date 08/06/2026; 5hrs/mth; 1hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
  • S66 Uniform Combined State Law Examination
    2025-05-16

View on SEC IAPD

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