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Account
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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-12 |
| OH | RA | APPROVED | 2022-06-06 |
Branch Locations
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 06/2022 |
| Daymark Wealth Partners Llc | Cincinnati | OH | 06/2022 | Present |
THE URSULINES OF CINCINNATI CHARITABLE TRUST, NOT INVT RELATED, CINCINNATI, OH, TRUSTEE, START DATE 11/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING PERFORMANCE OF MANAGERS, ASSUMPTIONS AND LONG TERM PROJECTIONS RELATED TO BUDGET AND FOCUS ON LIVING EXPENSES FOR THE URSULINE SISTERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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