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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-02 |
| IL | RA | APPROVED | 2025-04-17 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Deerfield | IL | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 01/2020 |
| Morgan Stanley | Deerfield | IL | 01/2020 | 04/2025 |
| Daymark Wealth Partners, Llc | Ten Mile | TN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-10 |
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