Dwight L. Davenport

VERDENCE CAPITAL ADVISORS

Concord, MA 01541

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CRD#: 2089964

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.

PRINCETON LAND TRUST-TRUSTEE. LAND TRUST DESIGNED TO PROTECT OPEN SPACES IN PRINCETON. NON-INVESTMENT RELATED.

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.

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

CRD#: 8032

PRINCETON, MA

Past

July 7, 1994 - October 11, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 1, 1991 - October 11, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/22/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/29/1991

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (26 States and Territories)

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 Accounts	7,206
AUM (Assets Under Management)	$ 3,912,055,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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Dwight L. Davenport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GREENPORT CAPITAL ADVISORS

VODIA CAPITAL, LLC

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

CETERA INVESTMENT SERVICES LLC

BANCNORTH INVESTMENT GROUP, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VERDENCE CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/22/1996

Series 63

Date: 11/19/1990

Series 7

Date: 4/29/1991

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERDENCE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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