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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-01 |
| FL | RA | APPROVED | 2025-07-07 |
Branch Locations
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
309 Se Osceola St. Ste 201, Stuart, FL 34994 • 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 Financial Network Llc | Fort Lauderdale | FL | 06/2010 | 06/2025 |
| Daymark Wealth Partners, Llc | Stuart | FL | 06/2025 | Present |
MULTI-DIMENSIONAL WEALTH MANAGEMENT INC, INVT RELATED, PALM CITY, FL, 100% OWNERSHIP, START DATE 10/1/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-05 |
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