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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Daymark Wealth Partners, Llc | Cincinnati | OH | 09/2025 | Present |
| University Of Dayton | Dayton | OH | 08/2021 | 05/2025 |
| Daymark Wealth Partners, Llc | Cincinnati | OH | 06/2024 | 08/2024 |
| Daymark Wealth Partners, Llc | Cincinnati | OH | 05/2023 | 08/2023 |
| Chipotle Mexican Grill | Loveland | OH | 11/2020 | 03/2021 |
| St. Xavier High School | Cincinnati | OH | 08/2017 | 05/2021 |
| Unemployed | Cincinnati | OH | 06/2025 | 08/2025 |
| Unemployed | Cincinnati | OH | 08/2015 | 07/2017 |
1. COVINGTON BUSINESS COUNCIL, NON INV-RELATED, 50 E RIVERCENTER BLVD #160, COVINGTON, KY 41011, ROUNDTABLE, MEMBER, START DATE:05/2026, 4HRS PER MONTH, 0HRS PER MONTH DURING TRADING HRS, NETWORKING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
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