Brett Dickinson

Current Employers

Dai Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-08-14

TX RA
APPROVED

Since 2024-08-14

Branch Locations

New Braunfels, TX • United States

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

Disclosures

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.

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

Employment History

Organization	City	State	From	To
El Cajon Harley-Davidson	El Cajon	CA	02/2012	03/2022
Ridenow Socal	Vista	CA	07/2016	03/2022
Central Texas Harley-Davidson	Round Rock	TX	03/2022	Present
John Galt Wealth Solutions	Liberty Hill	TX	09/2023	05/2024
Arete Wealth Management, Llc	Chicago	IL	09/2023	05/2024
Dai Securities Llc	Atlanta	GA	05/2024	Present
Dai Wealth Llc	Atlanta	GA	08/2024	Present

02/2012 → 03/2022

El Cajon Harley-Davidson

El Cajon, CA
07/2016 → 03/2022

Ridenow Socal

Vista, CA
03/2022 → Present

Central Texas Harley-Davidson

Round Rock, TX
09/2023 → 05/2024

John Galt Wealth Solutions

Liberty Hill, TX
09/2023 → 05/2024

Arete Wealth Management, Llc

Chicago, IL
05/2024 → Present

Dai Securities Llc

Atlanta, GA
08/2024 → Present

Dai Wealth Llc

Atlanta, GA

Other Businesses

Central Texas Harley-Davidson, 2801 N I-H 35, Round Rock, TX 78664; General Manager. Overall dealership management duties.; 120 hour per month, 28 during trading hours. Start date 03/2022. Western Portfolio partners, 160 hrs a month all during trading hours; start date 03/2023

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-12
S63	Uniform Securities Agent State Law Examination	2023-12-18

S65 Uniform Investment Adviser Law Examination

2024-08-12
S63 Uniform Securities Agent State Law Examination

2023-12-18