# CONVERGENCE FINANCIAL

> FINRA firm 304146 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · COLUMBIA, MO

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 304146
- **Firm name:** CONVERGENCE FINANCIAL
- **Other names:** 360 INTEGRATED FINANCIAL, WESCOAT WEALTH MANAGEMENT, TELOS STRATEGIC WEALTH, RAMOS GROUP, LEGACY GROUP FINANCIAL ADVISORS, FOUR RIVERS FINANCIAL, CONVERGENCE WEALTH, CONVERGENCE FINANCIAL, LLC, CONVERGENCE FINANCIAL & TAX, CONVERGENCE FINANCIAL, COMMERCIAL TRUST FINANCIAL SERVICES
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-116738
- **Branches:** 25
- **Has disclosure events:** YES
- **Headquarters:** COLUMBIA, MO, 65203, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/304146

## Citation

> FINRA BrokerCheck, firm 304146 (CONVERGENCE FINANCIAL). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/304146.

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