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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 | Jun 1, 2026 | n/a | yes | CINCINNATI, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Feb 2, 2023 | Jun 4, 2026 | no | Bradenton, FL|Lady Lakes, FL|Cleveland, OH|Naples, FL|Naples, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 6, 2000 | Feb 2, 2021 | no | NAPLES, FL|SOLON, OH|NAPLES, FL|CHAGRIN FALLS, OH|CHAGRIN FALLS, OH|NAPLES, FL|NAPLES, FL|SAN DIEGO, CA|LA JOLLA, CA|NAPLES, FL|NAPLES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DAYMARK WEALTH PARTNERS, LLC | Jun 4, 2026 | Jun 1, 2026 | -3 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Feb 2, 2021 | Feb 2, 2023 | 730 | Firm change after gap | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:149777:FL:2021-02-01 | Feb 2, 2021 | Feb 2, 2023 | NAPLES, FL | Firm change after gap |