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Christopher Danner

Investment adviser representative at Convergence Financial in Round Rock, TX

Investment adviser and broker registrationsUpdated

Christopher Danner is an investment adviser representative at Convergence Financial, LLC, an investment adviser managing $904M, and works from its Round Rock, TX office. Christopher Danner has been registered through Convergence Financial since 4 September 2026, has 16 years in the industry across 5 firms and has passed 5 licensing exams.

16
Years in industry
0
Years at firm
5
Adviser firms
2
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Christopher Danner has been an investment adviser representative at Convergence Financial since September 2026, and is not listed among the firm’s executive officers or direct owners.

Convergence Financial, LLC is a Columbia, MO firm with $904M under management, 2,714 clients and 13 advisers across 15 offices, as of its September 2026 filing.

Christopher Danner’s longest registration was 4 years at Kestra Advisory Services, LLC (2019–2023). Before joining Convergence Financial in 2026, Christopher Danner was registered through Good Life Advisors, LLC and Kestra Advisory Services, LLC.

  1. – present · under a year
    Round Rock, TX · Adviser representative · Firm CRD 304146
  2. LPL Financial LLCAlso current
    – present · 2 years
    Round Rock, TX · Adviser representative and broker · Firm CRD 6413
  3. Good Life Advisors, LLC
    – · 2 years
    Round Rock, TX · Adviser representative · Firm CRD 171898
  4. Kestra Advisory Services, LLC
    – · 4 years
    Austin, TX · Adviser representative · Firm CRD 283330
  5. Edward Jones
    – · under a year
    Grand Prairie, TX · Adviser representative · Firm CRD 250

Credentials and registrations

Investment adviser representative registrations

Christopher Danner is registered as an investment adviser representative in 2 states. Each was approved in September 2026.

  • MissouriSince 15 September 2026
  • TexasSince 4 September 2026

Examinations

Series 52TO2 January 2023
Name
Municipal Securities Representative Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 5320 June 2017
Name
Municipal Securities Principal Examination
Series 2414 July 2015
Name
General Securities Principal Examination
Series 668 November 2007
Name
Uniform Combined State Law Examination
Series 725 October 2007
Name
General Securities Representative Examination

Key facts

Full name
Christopher Shane Danner
CRD
5415737
Firm
Convergence Financial · CRD 304146
Office
Round Rock, TX
Registration
Investment adviser and broker registrations
In the industry since
April 2010
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Christopher Danner work?

Christopher Danner is an investment adviser representative registered through Convergence Financial, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Christopher Danner a financial advisor?

Yes. Christopher Danner has a current investment-adviser registration in Missouri and Texas, through Convergence Financial since September 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Christopher Danner have?

Christopher Danner has 16 years in the financial industry, since April 2010, across 5 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Christopher Danner passed?

Christopher Danner has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 53 and Series 52TO. The earliest, the Series 7, was passed in October 2007. FINRA credited Christopher Danner with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Christopher Danner work before Convergence Financial?

Before Convergence Financial, Christopher Danner was registered through Good Life Advisors, LLC, January 2024 to August 2026; Kestra Advisory Services, LLC, March 2019 to December 2023; Edward Jones, November 2007 to April 2008.

Source: IAPD individual record, checked 24 October 2026

Where is Christopher Danner based?

Christopher Danner’s registered office is in Round Rock, TX.

Source: IAPD individual record, checked 24 October 2026

Is Christopher Danner registered with FINRA?

Yes. Christopher Danner has a current broker registration, under CRD 5415737.

Source: FINRA BrokerCheck

How can I verify Christopher Danner’s record?

Search CRD 5415737 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christopher Danner’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Convergence Financial

Sources

  1. IAPD individual record, CRD 5415737, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Convergence Financial, LLC, filed 30 September 2026. Executive officers and direct owners; this person is not among them.