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Kimberly Jean Fitzgerald

Daymark Wealth Partners, LLC

Cincinnati, OH

Pepper Pike, OH

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Current Employers
Daymark Wealth Partners, Llc

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-05
TX RA APPROVED 2023-05-05
  • OH RA
    APPROVED
    Since 2023-05-05
  • TX RA
    APPROVED
    Since 2023-05-05

Branch Locations

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

30100 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Cleveland OH 05/2009 11/2016
Wells Fargo Clearing Services, Llc Cleveland OH 11/2016 05/2023
Daymark Wealth Partners Pepper Pike OH 05/2023 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Cleveland, OH
  • 11/2016 → 05/2023
    Wells Fargo Clearing Services, Llc
    Cleveland, OH
  • 05/2023 → Present
    Daymark Wealth Partners
    Pepper Pike, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-12-04
S63 Uniform Securities Agent State Law Examination 2001-11-05
  • S65 Uniform Investment Adviser Law Examination
    2001-12-04
  • S63 Uniform Securities Agent State Law Examination
    2001-11-05

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
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OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
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