This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CONVERGENCE FINANCIAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 26, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66

First exam

Jul 26, 2001

First registration

May 17, 2004

Dual registered

no

Other names

BILL MCCREA|WILLIAM HAFER MCCREA|WILLIAM H MCCREA|WILLIAM HAFER MCCREA

IAPD individual key

4397473

• Occurred

  Jul 1, 2024
  Advisor changed firm

  William Hafer Mc Crea left Charles Schwab & Co., Inc. for Convergence Financial (registered 2024-06-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7bd5f5cb-45ad-5b4c-2841-ce560f6fb9e3

First observed

May 17, 2004

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.