Investment adviser representative · Daymark Wealth Partners, LLC
Joseph F. Schmidt
CRD 2422608 · Cincinnati, OH
At a glance
Joseph F. Schmidt is an investment adviser representative with Daymark Wealth Partners, LLC in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2000, about 26 years ago.
Current advisory firm
- Daymark Wealth Partners, LLCSince May 2023Cincinnati, OH · $5.0B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.