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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-12 |
| OH | RA | APPROVED | 2022-06-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 06/2022 |
| Daymark Wealth Partners Llc | Cincinnati | OH | 06/2022 | Present |
RMAT LLC; NOT INVESTMENT RELATED; CINCINNATI, OH; OWNER; HOLD FUTURE OWNERSHIP IN MOBILE LIFE TECHNOLOGIES; START DATE 5/2010; 0 HRS MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-07 |
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