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3919 S. Providence Road, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-03 |
| MO | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2025-03-21 |
Branch Locations
195 South Payne Stewart Drive, Branson, MO 65616 • United States
3919 S. Providence Road, Columbia, MO 65203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-28 |
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