MICHALETZ, JOSEPH, GERARD

B53

IAR CRD 1327534·Industry start 1984-12-18

Identity

Legal name

MICHALETZ, JOSEPH, GERARD

CRD

1327534

NPN

—

Career

Previous employments

CONCORDE INVESTMENT SERVICES, LLC2015-10-16

TRIAD ADVISORS, INC.2006-04-28

Current branches

DAI SECURITIES, LLC

DAI WEALTH, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

1984-12-18

Est. age

64

Age confidence

—

Est. birth year

1962

BC active

Yes

IA active

Yes

Disclosures

Yes

Private residence

Yes

Firm affiliations

2

DAI WEALTH, LLC

IAR · Executive Officer · 2.5% ownership

DISCIPLINE STRATEGIES MANAGEMENT, LP

Executive Officer · 2.5% ownership