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2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-09 |
Branch Locations
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Liberty Lake, WA • 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 |
|---|---|---|---|---|
| Resource Financial Planning | Portland | OR | 11/2014 | 09/2016 |
| Royal Alliance Associates, Inc | Portland | OR | 12/2015 | 09/2016 |
| John Galt Wealth Solutions | Lake Oswego | OR | 09/2016 | 11/2023 |
| Arete Wealth Management Llc | Chicago | IL | 10/2017 | 11/2023 |
| Arete Wealth Advisors Llc | Chicago | IL | 10/2017 | 11/2023 |
| Dai Securities, Llc | Atlanta | GA | 11/2023 | Present |
| Dai Wealth, Llc | Atlanta | GA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-17 |
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