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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-21 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Bloomfield Hills, MI • 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 | 04/2009 | 01/2020 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 04/2009 | 01/2020 |
| Kestra Private Wealth Services | Bloomfield Hills | MI | 01/2020 | 04/2026 |
| Kestra Investment Services | Bloomfield Hills | MI | 01/2020 | 04/2026 |
| International Assets Investment Management, Llc | Wichita | KS | 04/2026 | Present |
1) OLIVE TREE FINANCIAL - 3495 WESTCHESTER, BLOOMFIELD HILLS, MI 48304 - DBA FOR INVESTMENT ADVISORY BUSINESS - OWNER AND FINANCIAL ADVISOR SINCE 04/2026 - FEE BASED 2) AGBU SCHOOL FINANCE COMMITTEE - 22001 NORTHWESTERN HWY, SOUTHFIELD, MI 48075 - BOARD MEMBER SINCE 04/2026 - NO COMPENSATION 3) AGBU SPECIAL PROJECTS - 22001 NORTHWESTERN HWY, SOUTHFIELD, MI 48075 - CHARITABLE FUNDRAISING ORGANIZATION FOR THE SCHOOL - BOARD MEMBER SINCE 03/2026 - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-10 |
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