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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-01 |
Branch Locations
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chagrin Falls | OH | 06/1989 | 10/2018 |
| Bank Of America, N.A. | Chagrin Falls | OH | 10/2018 | 02/2021 |
| Daymark Wealth Partners, Llc | Cincinnati | OH | 05/2026 | Present |
| Morgan Stanley Smith Barney Llc | Cleveland | OH | 02/2023 | Present |
| Unemployed | Bainbridge Township | OH | 02/2021 | 02/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2023 | Present |
*553611- Promissory Note; Investment related: No; Huron, Ohio; Personal Loan; Loaner (proprietor, partner, officer, director, employee, trustee, agent); 04/2020; During business hours: 0; After business hours: 0; Collect payments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-20 |
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