CE
Christine Ellen Michaletz
CRD 6004009
Firms
| Firm | Role | As of |
|---|---|---|
| Dai Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Dai Wealth, Llc
Vp/Secretary/Treasurer · Less than 5% · Mar 2024
-
Dai Wealth, Llc
Co Trustee · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗