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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-12 |
| UT | RA | APPROVED | 2025-04-21 |
Branch Locations
Herber City, UT • United States
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Deerfield | IL | 02/2014 | 04/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2025 |
| Daymark Wealth Partners, Llc | Herber City | UT | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 04/2025 |
1. RUSH NEUROBEHAVIORAL CENTER, DIRECTOR, RNBC ADVISORY BOARD MEMBER. MEET APPROX 4 TIMES PER YEAR AND ATTEND ANNUAL GALA EVENT. HOURS PER MONTH: 1* 2. Chicagoland Investors; Investment related Yes; Investment Partnership; Sole Owner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2014; During business hours: 0; After business hours: 1; Collectively make private investment decisions with other partners *400760 - Trust; Trustee/Co-Trustee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); May 2020; During Business Hours: 1; After Business Hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-21 |
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