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Account
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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
| FL | RA | APPROVED | 2025-06-20 |
Branch Locations
309 Se Osceola St. Ste 201, Stuart, FL 34994 • United States
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 10/2019 | 06/2025 |
| Social Sensei Llc | Fort Lauderdale | FL | 01/2017 | 10/2020 |
| Florida State University | Tallahassee | FL | 01/2015 | 12/2017 |
| Daymark Wealth Partners, Llc | Stuart | FL | 06/2025 | Present |
GIRAFFE HERDING, LLC, INVT RELATED, PORT ST. LUCIE, FL, 100% OWNERSHIP, START DATE 5/1/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. MULTIDEIMENSIONAL WEALTH MANAGEMENT, INV REALTED, PALM CITY, FL, .01% OWNERSHIP, START 10/1/24, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-29 |
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