CEO and Member · Convergence Financial
Travis E. Cook
CRD 5222336 · Named on Form ADV at one SEC-registered adviser
At a glance
Convergence Financial, an SEC-registered wealth manager based in Columbia, MO with $904 million in regulatory assets, lists Travis E. Cook on its Form ADV as CEO and Member, a control person.
Firms and roles
- Convergence FinancialCEO and MemberWealth manager · Columbia, MO · $904M in regulatory assets
AtlasMembers
Travis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Tyler S. HoffmannPresident and Member, Convergence Financial
- Adam B. ParrieChief Compliance Officer, Convergence Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Travis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.