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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinatti | OH | 08/2014 | 06/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | 06/2023 |
| Daymark Wealth Partners Llc | Cincinnati | OH | 06/2022 | Present |
1) 1. DayMark Wealth Partners, LLC 2. Investment Related - Yes 3. See office of address 4. RIA 5. Founder 6. 06/2022 7. 160hrs/mo 8. 6.5 hrs/day 9 Financial Advisor, client service, investment advice 2) 1. PKS Financial 2. Investment related - Yes 3. 80 State Street, Albany, NY 12207 4. Insurance 5. Insurance Agent 6. 6/2022 7. 4hrs/month 8. 1hr/week 9. Advising client on fixed insurance products when applicable 2) 1. PKS Financial 2. Investment related - Yes 3. 80 State Street, Albany, NY 12207 4. Insurance 5. Insurance Agent 6. 6/2022 7. 4hrs/month 8. 1hr/week 9. Advising client on fixed insurance products when applicable
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-11 |
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