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Advisor at VERDENCE CAPITAL ADVISORS, LLC
Concord, MA | HUNT VALLEY, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VERDENCE CAPITAL ADVISORS, LLC | Independent wealth | Jan 6, 2025 | n/a | yes | Concord, MA|HUNT VALLEY, MD | Current employment |
| GREENPORT CAPITAL ADVISORS | Independent wealth | Sep 9, 2015 | Jun 25, 2024 | no | MARLBOROUGH, MA | Previous registration |
| VODIA CAPITAL, LLC | Former SEC adviser | Oct 21, 2010 | Aug 14, 2015 | no | WALTHAM, MA | Previous registration |
| PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | Independent wealth | Sep 19, 2008 | Oct 14, 2010 | no | BOSTON, MA | Previous registration |
| CETERA INVESTMENT SERVICES LLC | Former SEC adviser | Dec 17, 2007 | Apr 22, 2008 | no | ANDOVER, MA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Apr 6, 1997 | Dec 31, 2005 | no | PRINCETON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREENPORT CAPITAL ADVISORS | VERDENCE CAPITAL ADVISORS, LLC | Jun 25, 2024 | Jan 6, 2025 | 195 | Firm change | RIA to RIA |
| VODIA CAPITAL, LLC | GREENPORT CAPITAL ADVISORS | Aug 14, 2015 | Sep 9, 2015 | 26 | Firm change | Other |
| PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | VODIA CAPITAL, LLC | Oct 14, 2010 | Oct 21, 2010 | 7 | Firm change | Other |
| CETERA INVESTMENT SERVICES LLC | PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | Apr 22, 2008 | Sep 19, 2008 | 150 | Firm change | Other |
| COMMONWEALTH FINANCIAL NETWORK | CETERA INVESTMENT SERVICES LLC | Dec 31, 2005 | Dec 17, 2007 | 716 | Firm change after gap | Other |