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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-11 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Middleton | WI | 02/2021 | 12/2021 |
| Park Avenue Securities | Middleton | WI | 11/2006 | 12/2021 |
| International Assets Investment Management, Llc | Middleton | WI | 12/2021 | 09/2024 |
| International Assets Advisory, Llc | Middleton | WI | 01/2022 | Present |
| Tactive Advisors, Llc | Middleton | WI | 09/2024 | Present |
| Guardian Life | Madison | WI | 08/2006 | 02/2021 |
| Park Avenue Securities | Madison | WI | 08/2006 | 02/2021 |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 11/2021 - APPROX 20 HRS/MO - FEE BASED COMPENSATION 2) ARROW ADVISORS 7226 HUBBARD AVENUE - PRIVATE LABEL ENTITY FOR INSURANCE/INVESTMENT BUSINESS - OWNER/PRODUCER SINCE 12/2021 - APPROX 80 HRS/MO - COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-01 |
| S66 | Uniform Combined State Law Examination | 2003-04-09 |
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