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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-10-01 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Rutland, VT • United States
111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-09-24 |
Branch Locations
Rutland, VT • United States
111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 09/2024 |
| Bright Futures Wealth Management, Llc | Rochester | NY | 03/2016 | 09/2024 |
| Bright Futures Wealth Management, Llc | Rutland | VT | 10/2011 | 09/2024 |
| 118 Merchants, Llc Dba Brix Wine Bar | Rutland | VT | 08/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 09/2024 |
| Global Assets Advisory Llc | Orlando | FL | 09/2024 | Present |
| International Assets Investments Management Llc | Orlando | FL | 10/2024 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS, LLC - ADVISOR SINCE 3/2019 - APPROX 160 HRS/MO - FEE BASED COMPENSATION 2) PROSPERITY WEALTH MANAGEMENT, LLC 83 HEATHER LANE, RUTLAND, VT 05701 - PRIVATE LABEL ENTITY FOR FINANCIAL AND INSURANCE BUSINESS - OWNER SINCE 02/2017 - APPROX 160 HRS/MO - NO COMPENSATION 3) BRIX BISTRO 118 MERCHANTS ROW, RUTLAND, VT 05701 - RESTAURANT/BAR - MEMBER/ MANAGER SINCE 02/2015 - APPROX 2 HRS/MO - PROFIT DISTRIBUTIONS 4) LAKE BOMOSEEN PRESERVATION TRUST PO BOX 356, BOMOSEEN, VT 05732 - BOARD MEMBER SINCE 06/2024 - APPROX 1 HRS/MO - NO COMPENSATION 5) CBM NORTH STREET, LLC 188 GRIVE STREET, RUTLAND, VT 05701 - MANAGEMENT COMPANY FOR RENTAL PROPERTY - PARTNER SINCE 01/2017 - APPROX 0.5 HRS/MO - K-1 DISTRIBUTIONS ONLY 6) RUTLAND TOWN SCHOOL BOARD 1612 POST RD, RUTLAND, VT 05701 - BOARD MEMBER - MEMBER SINCE 03/2023 - APPROX 4 HRS/MO - $2,400 YEARLY STIPEND 7) DRAGONFLY PROPERTIES, LLC 83 HEATHER LANE, RUTLAND, TV 05701 - PROPERTY MANAGER - MEMBER SINCE 09/2023 - APPROX 3 HRS/MO - RENTAL INCOME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-26 |
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