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Elizabeth Richter Psota

Verdence Capital Advisors, LLC

Naples, FL

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
FL RA APPROVED 2024-08-30
  • FL RA
    APPROVED
    Since 2024-08-30

Branch Locations

5551 Ridgewood Dr. Suite 303, Naples, FL 34108 • United States

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
Verdence Capital Advisors, Llc Naples FL 07/2023 Present
Vantage Private Wealth Naples FL 05/2019 06/2023
First Presbyterian Preschool Naples FL 08/2013 12/2019
  • 07/2023 → Present
    Verdence Capital Advisors, Llc
    Naples, FL
  • 05/2019 → 06/2023
    Vantage Private Wealth
    Naples, FL
  • 08/2013 → 12/2019
    First Presbyterian Preschool
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-17
  • S65 Uniform Investment Adviser Law Examination
    2024-08-17
Other Names
  • Liz Richter Psota
  • Liz Psota

View on SEC IAPD

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