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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
Westminster Square 10 Dorrance Street Suite 700, Providence, RI 02903 • United States
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2008 | 02/2021 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2008 | 02/2021 |
| Osaic Institutions, Inc. | Watertown | CT | 02/2021 | 09/2025 |
| Ion Investments, Inc. | Watertown | CT | 03/2023 | 09/2025 |
| Main Street Financial Group, Llc | Watertown | CT | 03/1996 | 03/2023 |
| International Assets Investment Management, Llc | Providence | RI | 09/2025 | Present |
1) MAIN STREET WEALTH MANAGEMENT, WESTMINSTER SQUARE 10 DORRANCE, STE 700, PROVIDENCE, RI 02903 - DBA FOR FINANCIAL PLANNING BUSINESS, ENTITY OWNER, APPROX 160 HRS/MOS - ADVISORY FEE REVENUE 2) CONDO RENTAL PROPERTY, 317 EAST BAY ROAD, GRAND CAYMAN ISLANDS, KYL-1100 - PROPERTY OWNER, APPROX 0 HRS/MOS - RENTAL COMPENSATION 3) SEACREST CONDO ASSN, 317 EAST BAY ROAD, GRAND CAYMAN ISLANDS, KYL-1100 - EXECUTIVE COMMITTEE MEMBER SINCE 03/2025, APPROX 1 HR/MOS - NO COMPENSATION 4) TRUSTEE TOWN OF WOODBURY CONNECTICUT, 281 MAIN STREET SOUTH, WOODBURY, CT 06798 - ELECTED BOARD MEMBER SINCE 2000, APPROX 0 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-24 |
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