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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-18 |
| FL | RA | APPROVED | 2023-08-08 |
Branch Locations
5551 Ridgewood Drive Suite 303, Naples, FL 34102 • 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 |
|---|---|---|---|---|
| Vantage Private Wealth | Naples | FL | 08/2022 | 07/2023 |
| Arnold & Barton Insurance | Naples | FL | 06/2019 | 08/2019 |
| Tufts University | Medford | MA | 08/2018 | 05/2022 |
| Naples High School | Naples | FL | 08/2014 | 06/2018 |
| Verdence Capital Advisors, Llc | Naples | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-22 |
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