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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2025-05-02 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
440 E Huntington Drive Suite 300, Arcadia, CA 91006 • United States
111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
440 E Huntington Drive Suite 300, Arcadia, CA 91006 • United States
2 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 |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 11/1997 | 04/2025 |
| Patrick Egan - Practicing, Licensed Tax Preparer | Glendora | CA | 01/1998 | 12/2023 |
| Coordinated Wealth Management, Llc | Glendale | CA | 12/2014 | 05/2019 |
| International Assets Investment Management, Llc | Alhambra | CA | 04/2025 | Present |
| Global Assets Advisory, Llc | Alhambra | CA | 04/2025 | Present |
1) COORDINATED WEALTH MANAGEMENT - RESIDENTIAL ADDRESS, ARCARDIA. CA 91006 - PRIVATE LABEL ENTITY USED FOR TAX PURPOSES - PASS-THROUGH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-27 |
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