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Advisor at DAYMARK WEALTH PARTNERS, LLC
Pepper Pike, OH | 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 | Feb 17, 2023 | n/a | yes | Pepper Pike, OH|CINCINNATI, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 24, 2006 | Feb 23, 2023 | no | PEPPER PIKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | DAYMARK WEALTH PARTNERS, LLC | Feb 23, 2023 | Feb 17, 2023 | -6 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:320878:OH:2023-02-23 | Feb 23, 2023 | Feb 17, 2023 | PEPPER PIKE, OH | Firm change |