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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-16 |
| MD | RA | APPROVED | 2025-01-06 |
Branch Locations
33 Bradford Street, Concord, MA 01541 • United States
50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenport Capital Advisors, Llc | Maynard | MA | 08/2015 | 06/2024 |
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-19 |
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