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Kelly Robert Wright

Verdence Capital Advisors, LLC

Hunt Valley, MD

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Current Employers
Verdence Capital Advisors, Llc

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-06-24
  • MD RA
    APPROVED
    Since 2022-06-24

Branch Locations

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Armstrong, Fleming & Moore Washington DC 05/2010 09/2016
Congress Wealth Management Llc Columbia MD 05/2021 04/2022
Pinnacle Advisory Group, Inc. Columbia MD 09/2016 05/2021
Verdence Capital Advisors, Llc Hunt Valley MD 06/2022 Present
  • 05/2010 → 09/2016
    Armstrong, Fleming & Moore
    Washington, DC
  • 05/2021 → 04/2022
    Congress Wealth Management Llc
    Columbia, MD
  • 09/2016 → 05/2021
    Pinnacle Advisory Group, Inc.
    Columbia, MD
  • 06/2022 → Present
    Hunt Valley, MD
Previous Registrations
Other Businesses

1) FINANCIAL PLANNING ASSOCIATION OF MARYLAND, YES, P.O. BOX 20370 TOWSON, MD 21284 UNITED STATES, PROFESSIONAL COMMUNITY, BOARD OF DIRECTORS, 10/2017, 5 HOURS/ MONTH, 0 HOURS/ MONTH DURING TRADING HOURS, PROFESSIONAL DEVELOPMENT, BUSINESS BUILDING FOR FINANCIAL PLANNING PROFESSIONALS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-09-20
  • S63 Uniform Securities Agent State Law Examination
    1988-09-20
Designations
Other Names
  • Kelly R Wright

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