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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 29, 2023 | n/a | yes | CINCINNATI, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 5, 2013 | Jun 10, 2022 | no | CINCINNATI, OH|COLUMBUS, OH|COLUMBUS, OH|CINCINNATI, OH|CLEVELAND, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Aug 27, 2013 | no | Cincinnati, OH|Cincinnati, OH | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Sep 15, 2008 | Jun 1, 2009 | no | CINCINNATI, OH | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 22, 2002 | Sep 16, 2008 | no | CENTERVILLE, OH|Miamisburg, OH|WESTPORT, CT|DAYTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | DAYMARK WEALTH PARTNERS, LLC | Jun 10, 2022 | Jun 29, 2023 | 384 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Aug 27, 2013 | Aug 5, 2013 | -22 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY & CO. LLC | Sep 16, 2008 | Sep 15, 2008 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:320878:OH:2022-06-10 | Jun 10, 2022 | Jun 29, 2023 | CLEVELAND, OH | Firm change |