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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Concourse Financial Group Securities (Fka Proequities, Inc) | Orlando | FL | 09/2016 | 11/2021 |
| Dba--Hamilton Paul Group (Hpl Llc) | Longwood | FL | 09/2016 | 09/2019 |
| (Dba) Security Financial Management | Orlando | FL | 09/2019 | 11/2021 |
| International Assets Advisory, Llc | Orlando | FL | 01/2022 | Present |
| International Assets Investment Management, Llc | Orlando | FL | 01/2022 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC - 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - SUPERVISOR SINCE 01/2022 - APPROX 40 HRS/MO - SALARY 2) JACOB GODFREY, INSURANCE AGENT, 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - LIFE AND ANNUITY SALES, AGENT SINCE 04/2026 - APPROX 2 HRS/MO - COMMISSION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-17 |
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