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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-13 |
| CT | RA | APPROVED | 2024-04-30 |
Branch Locations
2425 Post Road, Suite 205, Southport, CT 06890 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westport | CT | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | 04/2024 |
| Daymark Wealth Partners, Llc | Southport | CT | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-29 |
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