Dwight Latham Davenport

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2015 → 06/2024
  Greenport Capital Advisors, Llc
  Maynard, MA
• 06/2024 → Present
  Verdence Capital Advisors, Llc
  Hunt Valley, MD

Previous Registrations

• 2015-09-09 → 2024-06-25
  Greenport Capital Advisors
  Marlborough, MA
• 2010-10-21 → 2015-08-14
  Vodia Capital, Llc
  Waltham, MA
• 2008-09-19 → 2010-10-14
  Penobscot Investment Management Company, Inc.
  Boston, MA
• 2007-12-17 → 2008-04-22
  Cetera Investment Services Llc
  Andover, MA
• 1997-04-06 → 2005-12-31
  Commonwealth Financial Network
  Princeton, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-22
• S63 Uniform Securities Agent State Law Examination
  1990-11-19