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2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-03 |
Branch Locations
115 St Andrews Ct Suite 200, Mankato, MN 56001 • United States
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J K Michaletz Financial Advisory, Llc | Mankato | MN | 01/2019 | 04/2023 |
| Mankato Surgery Center | Mankato | MN | 08/2016 | 02/2018 |
| Mankato Clinic | Mankato | MN | 11/2017 | 01/2019 |
| Mayo Clinic Health Systems | Mankato | MN | 06/2015 | 12/2017 |
| Dai Securities, Llc | Atlanta | GA | 04/2023 | Present |
| Dai Wealth Llc | Atlanta | GA | 07/2023 | Present |
1)BeautyCounter Brands, LLC Consultant: non investment-related. I started a relationship with them in June of 2019. I became a brand advocate with them as I use their products and wanted a discount. I do sell to family and friends, and receive a 1099 each year for those commissions. I spend probably 1-2 hours a month on that business, and none during trading hours. 2) Waypoint Wealth Strategies; Investment Related; Mankato, MN; Registered Assistant; June 2025; 40+ hours, 40+ hours; Registered Assistant for branch of DAI Securities and DAI Wealth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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