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137 North Second Street, Easton, PA 18042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-17 |
| PA | RA | APPROVED | 2020-03-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisors Asset Management, Llc | Flemington | NJ | 01/2004 | 03/2020 |
| Royal Alliance Associates, Inc. | Flemington | NJ | 11/2006 | 03/2020 |
| Iam Advisory Llc | Easton | PA | 03/2020 | Present |
STEPHEN GOODITIS; NON-INVESTMENT RELATED; 137 N. 2ND STREET, EASTON, PA 18042; NOTARY; STARTED 01/01/2000; >1 HR/MTH; >1 HR/MTH DURING ST HOURS; NOTARY SERVICES. STEPHEN GOODITIS; NON-INVESTMENT RELATED; 137 N. 2ND STREET, EASTON, PA 18042. 4. STEPHEN G. GOODITIS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1988 ADDRESS: 137 N. 2nd Street, Easton PA 18042, United States DESCRIPTION: I will be meeting with clients who are looking for medicare supplement programs or health insurance for their companies. STEPHEN G. GOODITIS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/1988 ADDRESS: 137 North Second Street, Easton PA 18042, United States DESCRIPTION: When appropriate, my clients may have a need for life insurance, long term care insurance, fixed annuities, or long term disability coverage and health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-07 |
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