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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-26 |
Branch Locations
2300 E Las Olas Suite 400, Fort Lauderdale, FL 33301 • United States
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fort Lauderdale | FL | 11/2011 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Janney Montgomery Scott, Llc | Ft. Lauderdale | FL | 11/2017 | 06/2025 |
| Daymark Wealth Partners, Llc | Stuart | FL | 06/2025 | Present |
1) FINRA arbitrator; 5200 Boca Raton, FL 33486; Start date: 11/16/2020; non-public arbitrator; compensated per session; 2hrs/month; not investment-related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-11 |
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