Mark Alan Pent

Employer firm

Daymark Wealth Partners, LLC CRD 320878

$5.04B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Daymark Wealth Partners, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-07-29
TX	RA	APPROVED_RES	2026-07-13

WI RA
APPROVED

Since 2026-07-29
TX RA
APPROVED_RES

Since 2026-07-13

Branch Locations

999 Fourier Dr #201, Madison, WI 53717 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Madison	WI	10/2002	04/2018
Unemployed	Verona	WI	05/2018	10/2019
Annex Wealth Management	Elm Grove	WI	10/2019	07/2026
Daymark Wealth Partners, Llc	Madison	WI	07/2026	Present

10/2002 → 04/2018

Ubs Financial Services Inc

Madison, WI
05/2018 → 10/2019

Unemployed

Verona, WI
10/2019 → 07/2026

Annex Wealth Management

Elm Grove, WI
07/2026 → Present

Daymark Wealth Partners, Llc

Madison, WI

Previous Registrations

2019-11-26 → 2026-08-07

Annex Wealth Management, Llc

Middleton, WI

Madison, WI

Brookfield, WI
2003-01-14 → 2018-05-18

Ubs Financial Services Inc.

Madison, WI

Pittsburgh, PA

Pittsburgh, PA

Weehawken, NJ

Pittsburgh, PA

Erie, PA

Sewickley, PA

Centerville, OH

Miamisburg, OH

Centerville, OH

Madison, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-01-16

S66 Uniform Combined State Law Examination

2003-01-16

Other Names

Adam Pent

View on SEC IAPD