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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-06 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Elma, NY • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Williamsville | NY | 08/2014 | 10/2024 |
| International Assets Investment Management, Llc | Elma | NY | 12/2024 | Present |
1) Buffalo City Mission, 100 E Tupper St. Buffalo, NY 14203, Housing Mission for the Homeless, Board Member and Treasurer Volunteer since 04/2021, Approx 3 hrs/mos, no compensation. 2) The Walk, Youth Sports Program - 922 Two Rod Road, Marilla, NY 14102 - President and Board Member since 01/2026 - Approx 2 hrs/mos, no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-17 |
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