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Current Employers
International Assets Investment Management, Llc

111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-30
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 04/2001 → 01/2023
    Primerica Financial Services
    Punta Gorda, FL
  • 07/2001 → 01/2023
    Punta Gorda, FL
  • 01/2023 → 05/2023
    Punta Gorda, FL
  • 03/2025 → 10/2025
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 05/2023 → 07/2023
    Unemployed
    Punta Gorda, FL
  • 07/2023 → 03/2025
    Simplicity Minneapolis/First Income Advisors
    Punta Gorda, FL
  • 10/2025 → Present
    Punta Gorda, FL
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-01
S63 Uniform Securities Agent State Law Examination 2001-12-17
  • S65 Uniform Investment Adviser Law Examination
    2011-02-01
  • S63 Uniform Securities Agent State Law Examination
    2001-12-17

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