DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DAYMARK WEALTH PARTNERS, LLC
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DAYMARK WEALTH PARTNERS, LLC | Independent wealth | Aug 18, 2023 | n/a | yes | CINCINNATI, OH | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 28, 2022 | Apr 13, 2023 | no | CINCINNATI, OH|FORT MITCHELL, KY | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 13, 2013 | Jun 15, 2022 | no | CINCINNATI, OH|CINCINNATI, OH|CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | DAYMARK WEALTH PARTNERS, LLC | Apr 13, 2023 | Aug 18, 2023 | 127 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 15, 2022 | Jul 28, 2022 | 43 | Firm change | Wirehouse to wirehouse |