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DAI Customer Disclosures

Form CRS – DAI Securities
Form CRS – DAI Wealth

New Mexico Branch Office
7770 Jefferson St. NE, Suite 108,
Albuquerque, NM 87109
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.