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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
403 Sullivan Street Suite 111, Punta Gorda, FL 33950 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Punta Gorda | FL | 04/2001 | 01/2023 |
| Pfs Investments Inc. | Punta Gorda | FL | 07/2001 | 01/2023 |
| Lpl Financial Llc | Punta Gorda | FL | 01/2023 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2025 | 10/2025 |
| Unemployed | Punta Gorda | FL | 05/2023 | 07/2023 |
| Simplicity Minneapolis/First Income Advisors | Punta Gorda | FL | 07/2023 | 03/2025 |
| International Assets Investment Management, Llc | Punta Gorda | FL | 10/2025 | Present |
1) JYG WEALTH MANAGEMENT, LLC - 800 W MARION AVE, PUNTA GORDA, FL 33950 - PRIVATE LABEL ENTITY AND DBA FOR ADVISORY AND INSURANCE BUSINESS - ENTITY OWNER SINCE 04/2025 - FEE BASED AND COMMISSION REVENUE 2) JKKG CORP - 800 W MARION AVE, PUNTA GORDA, FL 33950 - PASS-THROUGH ENTITY FOR TAXES AND PRIVATE REAL ESTATE OWNERSHIP - CO-DIRECTOR SINCE 04/2014 - NO COMPENSATION 3) GILSTAD LITERACY FOUNDATION - PO BOX 510001, PUNTA GORDA, FL 33951 - CHARITABLE ORGANIZATION DESIGNED TO SEND BOOKS TO PRE-PRIMARY KIDS, BOARD MEMBER SINCE 09/2021 - NO COMPENSATION 4) DO THE RIGHT THING (DTRT) OF CHARLOTTE COUNTY - 1410 TAMIAMI TRL, PUNTA GORDA, FL 33950 - CHARITABLE COMMUNITY YOUTH PROGRAM, VP OF THE BOARD SINCE 06/2013 - NO COMPENSATION 5) PUNTA GORDA FIREFIGHTERS PENSION BOARD - 326 W MARION AVE, PUNTA GORDA, FL 33950 - VOTE ON MATTERS BROUGHT UP BY CONSULTANTS AND LAWYERS FOR PENSION PLAN, VP BOARD MEMBER SINCE 12/2019 - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-17 |
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