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Current Employers
Daymark Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-02-21
TX RA APPROVED 2023-02-17
  • OH RA
    APPROVED
    Since 2023-02-21
  • TX RA
    APPROVED
    Since 2023-02-17

Branch Locations

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

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Cleveland OH 05/2009 11/2016
Wells Fargo Clearing Services, Llc Cleveland OH 11/2016 02/2023
Daymark Wealth Partners Cleveland OH 02/2023 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Cleveland, OH
  • 11/2016 → 02/2023
    Cleveland, OH
  • 02/2023 → Present
    Daymark Wealth Partners
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-20
  • S66 Uniform Combined State Law Examination
    2006-01-20
Designations

View on SEC IAPD

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