Albert Trevor Flor

Dai Wealth, LLC

Fort Myers Beach, FL

CRD 7238685

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Employer firm

Dai Wealth, LLC CRD 138938

$330M regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Dai Wealth, Llc

2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-06-05

FL RA
APPROVED

Since 2025-06-05

Branch Locations

2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States

Fort Myers Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Delta Air Lines	Atlanta	GA	12/2017	03/2026
United States Navy	Virginia Beach	VA	06/2007	12/2017
Dai Securities Llc	Atlanta	GA	06/2020	Present
Dai Wealth Llc	Atlanta	GA	05/2025	Present

12/2017 → 03/2026

Delta Air Lines

Atlanta, GA
06/2007 → 12/2017

United States Navy

Virginia Beach, VA
06/2020 → Present

Dai Securities Llc

Atlanta, GA
05/2025 → Present

Dai Wealth Llc

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-16

S66 Uniform Combined State Law Examination

2025-05-16

Other Names

Albert Trevor Trevor

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

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