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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
OH RA APPROVED 2025-10-16
  • OH RA
    APPROVED
    Since 2025-10-16

Branch Locations

Avon, OH • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Key Investment Services Vermillion OH 05/2007 Present
  • 05/2007 → Present
    Key Investment Services
    Vermillion, OH
Previous Registrations
  • 2007-05-10 → 2025-09-04
    Saline, MI
    Cleveland, OH
    Shelby Twp, MI
    Dayton, OH
    Sandusky, OH
    Vermilion, OH
    Clawson, MI
    Brooklyn, OH
  • 2005-10-11 → 2007-04-04
    Invest Financial Corporation
    Avon Lake, OH
    North Ridgeville, OH
    Avon, OH
    Lorain, OH
    Vermillion, OH
    Oberlin, OH
    Akron, OH
    Amherst, OH
    Akron, OH
    Akron, OH
    Amherst, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-24
S63 Uniform Securities Agent State Law Examination 1998-02-12
  • S65 Uniform Investment Adviser Law Examination
    1998-02-24
  • S63 Uniform Securities Agent State Law Examination
    1998-02-12

View on SEC IAPD

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