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3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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