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Current Employers
Convergence Financial

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-04-03
MO RA APPROVED 2025-03-21
TX RA APPROVED 2025-03-21
  • IL RA
    APPROVED
    Since 2025-04-03
  • MO RA
    APPROVED
    Since 2025-03-21
  • TX RA
    APPROVED
    Since 2025-03-21

Branch Locations

195 South Payne Stewart Drive, Branson, MO 65616 • United States

3919 S. Providence Road, Columbia, MO 65203 • 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 St Louis MO 04/2017 03/2025
Convergence Financial Branson MO 03/2025 Present
Edward Jones St. Louis MO 04/2017 03/2025
Public Water Supply District #3 Branson MO 01/2008 03/2017
Lpl Financial Llc Branson MO 04/2025 Present
  • 04/2017 → 03/2025
    St Louis, MO
  • 03/2025 → Present
    Branson, MO
  • 04/2017 → 03/2025
    St. Louis, MO
  • 01/2008 → 03/2017
    Public Water Supply District #3
    Branson, MO
  • 04/2025 → Present
    Lpl Financial Llc
    Branson, MO
Previous Registrations
  • 2017-07-07 → 2025-03-28
    Branson, MO
    St Louis, MO
    Springfield, MO
    Springfield, MO
Other Businesses

1)04/09/2025 - Legacy Group Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 04/22/2025 - CONVERGENCE FINANCIAL, LLC - Investment Related - Registered Investment Advisor Hybrid - At reported business location - Start Date:03/12/2025 - 300 Hrs/Mth - 120 Hrs During Trading. I provide investment advisory services to Convergence Financial, LLC, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 300 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) 07/01/2026- Joe Boyd- Non-Variable Insurance- Investment Related- At Reported Business Location(s) - Start Date 01/01/2025 - 15 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-28
  • S66 Uniform Combined State Law Examination
    2017-04-28
Other Names
  • Joe Boyd

View on SEC IAPD

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