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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-12 |
| CT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
RENTAL PROPERTY, INV RELATED, WESTPORT, CT, 100% OWNERSHIP, START 2/26/2018, 2 HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES. HARTFORD SEMINARY, INVT RELATED, HARTFORD, CT, INVESTMENT COMMITTEE, START DATE 11/4/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS AND DISCUSSING AND REVIEWING ASSET ALLOCATION OF THE ENDOWMENT. MUSEUM OF CONTEMPORARY ART (MOCA) OF WESTPORT; NOT INV. RELATED; WESTPORT, CT; TREASURER; START DATE 7/2023; 3 HRS PER MOTNH; 0 HRS DURING TRADING: DUTIES ATTEND MEETINGS AND OVERSEE SPENDING. AJUSTCO; 110 N FRANKLIN STREET, PEN ARGYL, PA 18072; BOARD MEMBER; 2 HOURS/MONTH; INVESTMENT-RELATED; START DATE 09/27/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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