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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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DD

Dwight L. Davenport

VERDENCE CAPITAL ADVISORS
Concord, MA 01541
Some features on this profile are disabled
CRD#: 2089964
DD

Professional summary

Dwight Latham Davenport is a registered financial advisor currently at VERDENCE CAPITAL ADVISORS, LLC located in Concord, Massachusetts.

Dwight is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Dwight has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dwight Latham Davenport's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 6, 2025 - Present

VERDENCE CAPITAL ADVISORS, LLC

Office #1: 33 Bradford Street, Concord, MA 01541
RIA
CRD#: 288512
Concord, MA
Past

September 9, 2015 - June 25, 2024

GREENPORT CAPITAL ADVISORS

RIA
CRD#: 205511
CONCORD, MA
Past

October 21, 2010 - August 14, 2015

VODIA CAPITAL, LLC

RIA
CRD#: 131751
CONCORD, MA
Past

September 19, 2008 - October 14, 2010

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

RIA
CRD#: 105060
BOSTON, MA
Past

December 17, 2007 - April 22, 2008

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
ANDOVER, MA
Past

December 14, 2007 - April 22, 2008

BANCNORTH INVESTMENT GROUP, INC.

BD
CRD#: 31299
ANDOVER, MA
Past

April 6, 1997 - December 31, 2005

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
PRINCETON, MA
Past

October 6, 1995 - December 31, 2005

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
PRINCETON, MA
Past

July 7, 1994 - October 11, 1995

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 1, 1991 - October 11, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VERDENCE CAPITAL ADVISORS, LLC
KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA
Registered Investment Advisory firm - (6/26/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maryland
(1/6/2025)
IAR
Massachusetts
(1/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/22/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/19/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/29/1991
General Securities Representative Examination

Current Firm

VC
VERDENCE CAPITAL ADVISORS, LLC
KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA
Registered Investment Advisory firm - (6/26/2017 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
50 Schilling Road Suite 300, Hunt Valley, MD 21031
Mailing Address
Phone number
(410) 472-5380
Established
Firm type
Fiscal year end
# of Employees
49

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts7,206
AUM (Assets Under Management)$ 3,912,055,977

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/24/2025
Cover Page
Report
09/11/2024
Cover Page
Report
01/03/2024
Cover Page
Report
11/18/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VERDENCE CAPITAL ADVISORS, LLC

CRD#: 288512Concord, MA 01541

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