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Advisor at DAYMARK WEALTH PARTNERS, LLC
TEN MILE, TN | 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 | Apr 17, 2025 | n/a | yes | TEN MILE, TN|CINCINNATI, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 16, 2020 | May 1, 2025 | no | Deerfield, IL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 25, 2011 | Jan 16, 2020 | no | DEERFIELD, IL|ARLINGTON HEIGHTS, IL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 27, 2010 | Oct 10, 2011 | no | Chicago, IL | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Aug 24, 2009 | Apr 29, 2010 | no | FLORENCE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DAYMARK WEALTH PARTNERS, LLC | May 1, 2025 | Apr 17, 2025 | -14 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Jan 16, 2020 | Jan 16, 2020 | 0 | Firm change | Wirehouse to wirehouse |
| J.P. MORGAN SECURITIES LLC | WELLS FARGO ADVISORS | Oct 10, 2011 | Oct 25, 2011 | 15 | Firm change | Wirehouse to wirehouse |
| UVEST FINANCIAL SERVICES GROUP, INC. | J.P. MORGAN SECURITIES LLC | Apr 29, 2010 | May 27, 2010 | 28 | Firm change | Other |