T Rodney R. Twells

DAYMARK WEALTH PARTNERS

Pepper Pike, OH 44124

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CRD#: 1545116

Professional summary

T Rodney Rodney Twells, who also goes by Rodney Twells, Thomas Rodney Twells Jr, Thomas Rodney Twells, is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Pepper Pike, Ohio.

T Rodney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. T Rodney has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rodney Twells | Thomas Rodney Twells Jr | Thomas Rodney Twells

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

POWER OF ATTORNEY FOR MOTHER-IN-LAW,INVESTMENT RELATED, HUNTING VALLEY OH, 04/04/08 START DATE, ONE HOUR PER MONTH, NONE DURING TRADING HOURS. WHITFORD WOODS COMPANY, INVT RELATED, MIDDLEFIELD, OH, 2.5% OWNERSHIP, START DATE 8/4/2008, 10 HRSPER MONTH, 0 HRS DURING TRADING, OWNER OF PARCEL OF HUNTING GROUND. Bluecoats, Inc.; Investment Related; PO Box 22749 Beachwood, OG 44122; Non-Profit Work; Member-Board of Trustees and Chair- Investment Committee; September 2025 Start date; 1 hour per month; 1 hour per trading hours; Non-profi t work for an organization that provides assistance (financial and otherwise) to families of safety force officers who fall in the line of duty.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view T Rodney Rodney Twells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 5, 2023 - Present

DAYMARK WEALTH PARTNERS, LLC

Office #1: 30100 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124

RIA

CRD#: 320878

Pepper Pike, OH

Past

May 18, 1999 - May 15, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PEPPER PIKE, OH

Past

August 6, 1997 - May 15, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PEPPER PIKE, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAYMARK WEALTH PARTNERS, LLC

COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/5/2023)

IAR

Texas
(5/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/7/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/1997

General Securities Representative Examination

Current Firm

DAYMARK WEALTH PARTNERS, LLC

COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

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Contact information

Main Address

9675 Montgomery Road Ste 201, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 838-2520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAYMARK WEALTH PARTNERS - FIRM BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts	6,073
AUM (Assets Under Management)	$ 3,939,833,944

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

T Rodney R. Twells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view T Rodney Rodney Twells's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

DAYMARK WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/1997

Series 63

Date: 8/7/1997

SIE

Date: 10/1/2018

Series 7

Date: 8/4/1997

Current Firm

DAYMARK WEALTH PARTNERS, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAYMARK WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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