John Wentling Davis

Employer firm

Copper Leaf Financial, LLC CRD 285378

$220M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2003 → 12/2016
  Cambridge Investment Research,Inc.
  Fairfield, IA
• 03/2005 → 12/2016
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2014 → Present
  Copper Leaf Financial, Llc
  Williston, VT
• 01/2005 → 05/2023
  Davis & Hodgdon Associates Cpas Plc
  Williston, VT
• 12/2023 → Present
  33 Blair Park Llc
  Williston, VT

Previous Registrations

• 2005-03-28 → 2017-01-10
  Cambridge Investment Research Advisors, Inc.
  Williston, VT
• 2003-11-21 → 2005-03-28
  Cambridge Investment Research, Inc.
  Williston, VT
  White River Junction, VT
  Fairfield, IA
• 2000-07-23 → 2003-11-13
  Veravest Investment Advisors, Inc.
  Burlington, VT

Other Businesses

1) 33 BLAIR PARK LLC, 33 BLAIR PARK RD, STE 201, WILLISTON, VT, 3/2009 AS OWNING MEMBER. NIR - 3 HR/MO - 0/TRADING. PROPERTY MANAGEMENT AND CONSULTING.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-25

Designations

• Certified Financial Planner

Other Names

• John W Davis