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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

JOHN CHRISTOPHER CALLEN

Advisor at CONVERGENCE INVESTMENT PARTNERS, LLC

PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:944bc589-7e32-384d-cc8c-e39f3e0443fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 22, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONVERGENCE INVESTMENT PARTNERS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 20, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Dec 20, 1999
First registration: May 22, 2000
Dual registered: no
IAPD individual key: 2236866

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONVERGENCE INVESTMENT PARTNERS, LLC	Mixed wealth	Aug 22, 2022	n/a	yes	PALM BEACH GARDENS, FL	Current employment
WOODHILL ASSET MANAGEMENT LLC	n/a	Mar 22, 2021	Jul 11, 2022	no	MILWAUKEE, WI	Previous registration
JOHNSON WEALTH INC.	Mixed wealth	Jan 12, 2011	Jun 2, 2011	no	MILWAUKEE, WI	Previous registration
M&I INVESTMENT MANAGEMENT CORP.	Former SEC adviser	May 22, 2000	Nov 9, 2007	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOODHILL ASSET MANAGEMENT LLC	CONVERGENCE INVESTMENT PARTNERS, LLC	Jul 11, 2022	Aug 22, 2022	42	Firm change	Other
JOHNSON WEALTH INC.	WOODHILL ASSET MANAGEMENT LLC	Jun 2, 2011	Mar 22, 2021	3,581	Firm change after gap	Other
M&I INVESTMENT MANAGEMENT CORP.	JOHNSON WEALTH INC.	Nov 9, 2007	Jan 12, 2011	1,160	Firm change after gap	Other

Relationships

Registered with (4)

→ CONVERGENCE INVESTMENT PARTNERS, LLCRegistered adviserregistration: current employment
Aug 22, 2022 to presentfactForm ADV
→ WOODHILL ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 22, 2021 to Jul 11, 2022factForm ADV
→ JOHNSON WEALTH INC.Registered adviserregistration: previous registration
Jan 12, 2011 to Jun 2, 2011factForm ADV
→ M&I INVESTMENT MANAGEMENT CORP.Registered adviserregistration: previous registration
May 22, 2000 to Nov 9, 2007factForm ADV

Dated events

Occurred
Jul 11, 2022
Advisor changed firm
John Christopher Callen left Woodhill Asset Management Llc for Convergence Investment Partners, Llc (registered 2022-08-22)
Form ADVobserved 4 days ago