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

Jun 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jun 23, 2006

First registration

Feb 14, 2019

Dual registered

yes, broker-dealer

Other names

PHILIP MCGREGOR|PHILIP HARRISON MCGREGOR

IAPD individual key

5132262

• Occurred

  Mar 28, 2024
  Advisor changed firm

  Philip Harris Mcgregor left Four Rivers Financial, Llc for Convergence Financial (registered 2024-04-18)

  Form ADVobserved 5 days ago
• Occurred

  Nov 22, 2022
  Advisor changed firm

  Philip Harris Mcgregor left Edward Jones for Four Rivers Financial, Llc (registered 2023-11-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ea26b242-e06f-5c83-09a9-58221861be0b

First observed

Feb 14, 2019

Last observed

Sep 15, 2026 5 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.