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Advisor at VERDENCE CAPITAL ADVISORS, LLC
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 | Jul 18, 2026 | n/a | yes | HUNT VALLEY, MD | Current employment |
| RIVERSEDGE ADVISORS | Independent wealth | Jan 2, 2024 | Jul 16, 2026 | no | WILMINGTON, DE | Previous registration |
| CONCENTUS WEALTH ADVISORS | Independent wealth | Nov 3, 2014 | Oct 30, 2023 | no | NEWTOWN SQUARE, PA | Previous registration |
| CMS FUND ADVISERS, LLC | Former SEC adviser | Oct 29, 2010 | Mar 28, 2014 | no | WYNNEWOOD, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RIVERSEDGE ADVISORS | VERDENCE CAPITAL ADVISORS, LLC | Jul 16, 2026 | Jul 18, 2026 | 2 | Firm change | RIA to RIA |
| CONCENTUS WEALTH ADVISORS | RIVERSEDGE ADVISORS | Oct 30, 2023 | Jan 2, 2024 | 64 | Firm change | RIA to RIA |
| CMS FUND ADVISERS, LLC | CONCENTUS WEALTH ADVISORS | Mar 28, 2014 | Nov 3, 2014 | 220 | Firm change | Other |