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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-03 |
Branch Locations
Mission Viejo, CA • United States
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Los Angeles | CA | 03/2014 | 05/2022 |
| International Assets Advisory, Llc | Mission Viejo | CA | 06/2022 | Present |
| International Assets Investment Management, Llc | Mission Viejo | CA | 06/2022 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 6/2022 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 2) MCW WEALTH MANAGEMENT - MISSION VIEJO, CA 91214 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER/ADVISOR SINCE 6/2022 - APPROX 200 HRS/MO - COMMISSIONS/FEES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-09 |
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