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Advisor at DAYMARK WEALTH PARTNERS, LLC
Westlake, 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 21, 2023 | n/a | yes | CINCINNATI, OH|Westlake, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Feb 23, 2023 | no | WESTLAKE, OH|WESTLAKE, OH | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Nov 15, 2000 | Jan 1, 2008 | no | WESTLAKE, OH|WESTLAKE, OH|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | DAYMARK WEALTH PARTNERS, LLC | Feb 23, 2023 | Feb 21, 2023 | -2 | Firm change | Wirehouse to RIA |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:320878:OH:2023-02-23 | Feb 23, 2023 | Feb 21, 2023 | WESTLAKE, OH | Firm change |