Michael William Quin

Employer firm

Daymark Wealth Partners, LLC CRD 320878

$5.04B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 11/2016
  Wells Fargo Advisors Llc
  Cincinnati, OH
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
• 06/2022 → Present
  Daymark Wealth Partners
  Cincinatti, OH

Previous Registrations

• 2013-08-05 → 2022-06-10
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
  Columbus, OH
  Columbus, OH
  Cincinnati, OH
  Cleveland, OH
• 2009-06-01 → 2013-08-27
  Morgan Stanley
  Cincinnati, OH
  Cincinnati, OH
• 2008-09-15 → 2009-06-01
  Morgan Stanley & Co. Llc
  Cincinnati, OH
• 2002-07-22 → 2008-09-16
  Ubs Financial Services Inc.
  Centerville, OH
  Miamisburg, OH
  Westport, CT
  Dayton, OH

Other Businesses

BISHOPGATE LLC, INV RELATED, MASON, OH, 99% OWNER, START: 2/1/2014, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: REAL ESTATE HOLDINGS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-25
• S63 Uniform Securities Agent State Law Examination
  1998-11-03