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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 6, 2022 | n/a | yes | CINCINNATI, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Jun 10, 2022 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Sep 19, 2006 | Jan 1, 2008 | no | CINCINNATI, OH|ST. LOUIS, MO | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 15, 2003 | Sep 26, 2006 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | DAYMARK WEALTH PARTNERS, LLC | Jun 10, 2022 | Jun 6, 2022 | -4 | Firm change | Wirehouse to new firm |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | A. G. EDWARDS & SONS, INC. | Sep 26, 2006 | Sep 19, 2006 | -7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:320878:OH:2022-06-10 | Jun 10, 2022 | Jun 6, 2022 | CINCINNATI, OH | Firm change |