DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

John Wentling Davis

Copper Leaf Financial, LLCindependent RIAWilliston, VtIA-onlyIAPD 4307361

Certified Financial Planner

Feed of 09/14/2026

Also filed as John W Davis

At current firm

9 y

since Jan 6, 2017

In the industry

26 y

since Jul 23, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founding Partnerreportedcopperleaffinancial.comfirm site, Sep 16, 2026
Designations: CFPreportedcopperleaffinancial.comas printed on the bio page, Sep 16, 2026
Founder: “John is the founding Partner of Copper Leaf Financial.”reportedcopperleaffinancial.comthe sentence on the bio page
Partner or owner: “John is the founding Partner of Copper Leaf Financial.”reportedcopperleaffinancial.comthe sentence on the bio page
Years, as the firm states: 35reportedcopperleaffinancial.com“John has 35+ years of experience in the financial world including both public accounting and financial planning.”
Professional profile: copperleaffinancial.com/team-member/john-w-davisreportedcopperleaffinancial.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Copper Leaf Financial, LLC independent RIA current
since Jan 6, 2017 · Williston, Vt
Cambridge Investment Research Advisors, Inc. BD affiliated
Mar 28, 2005 to Jan 10, 2017 · Williston, Vt
Cambridge Investment Research, Inc. unclassified
Nov 21, 2003 to Mar 28, 2005 · Williston, Vt
Veravest Investment Advisors, Inc. unclassified
Jul 23, 2000 to Nov 13, 2003 · Burlington, Vt

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Copper Leaf Financial, LLC
left Jan 10, 2017, registered Jan 6, 2017 (-4 days) · Other · moved with a team
Cambridge Investment Research, Inc. to Cambridge Investment Research Advisors, Inc.
left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move
Veravest Investment Advisors, Inc. to Cambridge Investment Research, Inc.
left Nov 13, 2003, registered Nov 21, 2003 (8 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address