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Advisor at DAYMARK WEALTH PARTNERS, LLC
FORT LAUDERDALE, FL | 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 26, 2025 | n/a | yes | FORT LAUDERDALE, FL|CINCINNATI, OH | Current employment |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Nov 2, 2017 | Jul 8, 2025 | no | FT. LAUDERDALE, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Nov 22, 2011 | Nov 3, 2017 | no | FT. LAUDERDALE, FL|Fort Lauderdale, FL|West Palm Beach, FL|Santa Monica, CA | Previous registration |
| DEUTSCHE BANK SECURITIES INC. | No RAUM reported | Dec 12, 2007 | Nov 22, 2011 | no | PALM BEACH, FL | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Oct 25, 2004 | Jan 10, 2008 | no | FT. LAUDERDALE, FL|FORT LAUDERDALE, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 12, 2001 | Nov 12, 2004 | no | FT LAUDERDALE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | DAYMARK WEALTH PARTNERS, LLC | Jul 8, 2025 | Jun 26, 2025 | -12 | Firm change | Ibd to RIA |
| MORGAN STANLEY | JANNEY MONTGOMERY SCOTT LLC | Nov 3, 2017 | Nov 2, 2017 | -1 | Firm change | Other |
| DEUTSCHE BANK SECURITIES INC. | MORGAN STANLEY | Nov 22, 2011 | Nov 22, 2011 | 0 | Firm change | Other |
| A. G. EDWARDS & SONS, INC. | DEUTSCHE BANK SECURITIES INC. | Jan 10, 2008 | Dec 12, 2007 | -29 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | A. G. EDWARDS & SONS, INC. | Nov 12, 2004 | Oct 25, 2004 | -18 | Firm change | Other |