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2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-05 |
| WA | RA | APPROVED | 2024-06-05 |
| NV | RA | APPROVED | 2024-05-29 |
Branch Locations
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arete Wealth Management Llc | Chicago | IL | 11/2015 | 05/2024 |
| Dai Securities Llc | Atlanta | GA | 05/2024 | Present |
| Dai Wealth Llc | Atlanta | GA | 05/2024 | Present |
-Western Portfolio Partners, dba. -Mackie Ranch LLC: Agriculture & Sales; Managing Member. JRAM AIR PARTS, LLC: Holding Company; Managing Member; Start Date 12/22; 0 HRS/MTH; not investment related. -Ranch Holdings, LLC, Owner-Assets holding company, 38 E Washington St C, Kalispell, Montana, 59901, Montana holding company for transport and farm assets. Airplanes, Vehicles, Impliments, etc. 0 HRS/MTH; not investment related. Start Date 6/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
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