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DAI Customer Disclosures

Form CRS – DAI Securities
Form CRS – DAI Wealth

New Mexico Branch Office
6301 Indian School Rd. NE, Suite 609
Albuquerque, NM 87110
505 883 2630

Oklahoma Branch Office
209 Lilac Dr., Suite 240
Edmond, OK 73034
405-906-4300

DAI CUSTOMER DISCLOSURES
BD FORM CRS
RIA FORM CRS

Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC., an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, LLC. are separate, but affiliated, entities.