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Current Employers
Daymark Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-01
FL RA APPROVED 2025-06-25
  • TX RA
    APPROVED_RES
    Since 2026-06-01
  • FL RA
    APPROVED
    Since 2025-06-25

Branch Locations

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

3095 Se Osceola St. Suite 201, Stuart, FL 34994 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Aventura FL 06/2009 02/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 02/2019
Wells Fargo Advisors Financial Network, Llc Fort Lauderdale FL 02/2019 06/2025
Daymark Wealth Partners, Llc Stuart FL 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-19
  • S66 Uniform Combined State Law Examination
    2007-10-19

View on SEC IAPD

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