Our RIA-Broker/Dealer

Associated with Commonwealth Financial Network^®, a Registered Investment Advisor and Broker/Dealer.

Our Broker/Dealer

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IA, IL, LA, MO, MT, NC, NM, NY, OH, OR, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The Investment Advisor Representatives use the trade name/DBA, Convergence Financial Partners. All securities and advisory services are offered through Commonwealth Financial Network©, Member FINRA/SIPC, a Registered Investment Adviser.

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Form CRS: Client Relationship Summary

Our Broker/Dealer

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