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

Nov 8, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Nov 8, 2007

First registration

Nov 13, 2007

Dual registered

yes, broker-dealer

Other names

SHANE DANNER|CHRISTOPHER DANNER

IAPD individual key

5415737

• Occurred

  Aug 28, 2026
  Advisor changed firm

  Christopher Shane Danner left Good Life Advisors, Llc for Convergence Financial (registered 2026-09-04)

  Form ADVobserved 6 days ago
• Occurred

  Dec 18, 2023
  Advisor changed firm

  Christopher Shane Danner left Kestra Advisory Services, Llc for Good Life Advisors, Llc (registered 2024-01-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ecc402cc-3922-b9d8-8cc1-1aba3e12ffbc

First observed

Nov 13, 2007

Last observed

Sep 16, 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.