Cathleen Anne Wrisberg

Current Employers

Employment History

• 12/2015 → 12/2016
  Moloney Investment Advisory Llc
  Manchester, MO
• 07/2015 → 09/2024
  Moloney Securities Asset Management Llc
  Manchester, MO
• 09/2024 → Present
  Lpl Financial Llc
  Columbia, MO
• 09/2024 → Present
  Convergence Financial Llc
  Columbia, MO
• 07/2015 → 10/2019
  Moloney Securities Co., Inc.
  Manchester, MO

Previous Registrations

• 2016-02-23 → 2024-02-29
  Moloney Securities Asset Management Llc
  Manchester, MO
• 2016-01-27 → 2016-12-31
  Moloney Investment Advisory Llc
  Manchester, MO
• 2015-07-07 → 2016-04-27
  Moloney Securities Co., Inc.
  Manchester, MO
  Manchester, MO
  Manchester, MO
• 2011-03-23 → 2015-07-06
  Edward Jones
  St Louis, MO

Other Businesses

1 - 09/24/2024 - Convergence Financial LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s). 2- 11/05/2024 - Convergence Financial LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/25/2024 - 160 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through Convergence Financial LLC, an independent investment advisor firm. I started this business activity in 10/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2011-03-18

Other Names

• Cathleen Anne Mccartney
• Carrie Mccartney
• Carrie Wrisberg
• Cathleen Wrisberg