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Brett Dickinson

CRD 7809375  ·  Dai Wealth, LLC  ·  New Braunfels, TX

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Active
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 7809375 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm
Dai Wealth, LLC
Firm CRD
138938
SEC number
801-66260
Assets under management
$330.0M as of Mar 30, 2026
Website
goodcounselwealth.com ↗
Phone
404-531-7080
Firm location
Atlanta, GA, 30345

Employment history (2)

From the source registration record · current first

  • Dai Securities, LLCCurrent
    New Braunfels, TX · IA capacity
    start not retrieved → present
  • Dai Wealth, LLCCurrent
    New Braunfels, TX · IA capacity
    start not retrieved → present

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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