Philip Harris Mcgregor Jr

1) 05/10/2023 - Genesis 41:49, LLC - Real Estate Rental - Owner - MO. 65616 - Investment related - 1 Hour per month - Start date: 08/18/2016. 2) 05/10/2023 - 3 Peaks Custard - Other-Business Owner - Co-owner of 3 Peaks Custard, LLC - TN 37923 - Non investment related - 2% Time spent - Start date: 11/25/2020. 3) 04/24/2024 - Convergence Financial - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/18/2024 - 120 Hours Per Month/ 100 Hours During Trading - I provide investment advisory services through Convergence Fianacial, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 07/30/2024 - Convergence Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/16/2024 - 120 Hours Per Month/ 100 Hours During Trading 5) 09/05/2024 - Convergence Financial - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 120 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through Convergence Financial, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.