Joseph Francis Schmidt

Current Employers

Daymark Wealth Partners, Llc

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-05-05
TX	RA	APPROVED	2023-05-05

OH RA
APPROVED

Since 2023-05-05
TX RA
APPROVED

Since 2023-05-05

Branch Locations

9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States

30100 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Cleveland	OH	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Cleveland	OH	11/2016	05/2023
Daymark Wealth Partners	Pepper Pike	OH	05/2023	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Cleveland, OH
11/2016 → 05/2023

Wells Fargo Clearing Services, Llc

Cleveland, OH
05/2023 → Present

Daymark Wealth Partners

Pepper Pike, OH

Previous Registrations

2000-03-22 → 2023-05-15

Wells Fargo Clearing Services, Llc

Pepper Pike, OH

Pepper Pike, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-16
S63	Uniform Securities Agent State Law Examination	1994-01-10

S65 Uniform Investment Adviser Law Examination

1999-12-16
S63 Uniform Securities Agent State Law Examination

1994-01-10

View on SEC IAPD

Current Employers

Daymark Wealth Partners, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

Reviews