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Current Employers
Daymark Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-26
  • FL RA
    APPROVED
    Since 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

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
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
Previous Registrations
Other Businesses

1) FINRA arbitrator; 5200 Boca Raton, FL 33486; Start date: 11/16/2020; non-public arbitrator; compensated per session; 2hrs/month; not investment-related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-02
S63 Uniform Securities Agent State Law Examination 1987-09-11
  • S65 Uniform Investment Adviser Law Examination
    2016-12-02
  • S63 Uniform Securities Agent State Law Examination
    1987-09-11
Designations
Other Names
  • Victoria Greenwood
  • Victoria M Macleod
  • Victoria Miller Greenwood
  • Tory Macleod
  • Victoria Miller Macleod

View on SEC IAPD

Other Firms

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