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2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Fortitude Investment Group, Llc | Setauket | NY | 06/2017 | 07/2023 |
| Andrea J Leeds, Mdpc | Bellmore | NY | 05/2016 | 06/2017 |
| Concorde Investment Services | Livonia | MI | 04/2018 | 12/2023 |
| Concorde Asset Management, Llc | Livonia | MI | 10/2017 | 12/2023 |
| Dai Securities Llc | Atlanta | GA | 01/2024 | Present |
| Dai Wealth Llc | Atlanta | GA | 01/2024 | Present |
1) Fosbenner Financial, LLC, Investment Related, St James, NY. DBA for securities related activities. President/Founder. Start date July 2023. Full time during trading hours. 2) A. J. Leeds, Inc., St James, NY. Not Investment Related. Owner, Entity for tax purposes and expenses. 1-5 hrs during business hours, 1-5 hours outside business hours. 3) DAI WEALTH LLC, Investment related, Atlanta, GA, Registered Investment advisory firm, Investment Advisor Representative, offer investment advisor services. 1-5 hours/month during non business hours, 6-10 hours/month during trading hours. 4) FOS PRES LLC, Investment related, St James, NY, Entity to invest in passive investments, Member/100% Owner transact business on behalf of entity. Start date 04/07/2023, 0 hours/month during non business hours, 0 hours/month during business hours. 5) Westcliff One, LLC; Not investment related; Mt Sinai, NY; Real Estate Ownership; Sole Member; 8/2024; 0 hours; 0 hours; Own and Manage Real Estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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