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Megan E Helbig

Daymark Wealth Partners, LLC

Cincinnati, OH

Southport, CT

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Current Employers
Daymark Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-04-30
  • CT RA
    APPROVED
    Since 2024-04-30

Branch Locations

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

2425 Post Road, Suite 205, Southport, CT 06890 • 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 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
Previous Registrations
Other Businesses

NOTARY PUBLIC; NOT INVESTMENT RELATED; WESTPORT, CT; START DATE 11/30/2015; 2 HOURS PER MONTH/0 DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-10
  • S66 Uniform Combined State Law Examination
    2006-10-10
Other Names
  • Megan E Repik
  • Megan Elizabeth Helbig

View on SEC IAPD

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OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
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