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111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-13 |
Branch Locations
111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
1013 3Rd St. N, Jacksonville Beach, FL 32250 • United States
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED_RES | 2021-04-12 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
1011 3Rd St. N, Jacksonville Beach, FL 32250 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Annapolis | MD | 02/2015 | 11/2017 |
| Morgan Stanley | Ponte Verdra Beach | FL | 11/2017 | 11/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | 11/2020 |
| International Assets Advisory, Llc | Jacksonville Beach | FL | 12/2020 | 11/2023 |
| International Assets Investment Management, Llc | Jacksonville Beach | FL | 12/2020 | Present |
| Global Assets Advisory, Llc | Jacksonville Beach | FL | 08/2025 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF GAA - ADVISOR SINCE 12/2020 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 2) GLOBAL ASSETS ADVISORY, LLC - 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF IAIM - INVESTMENT ADVISOR REPRESENTATIVE SINCE 08/2025 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 3) MILLER WEALTH MANAGEMENT, LLC 1011 3RD STREET N, JACKSONVILLE BEACH, FL 32250 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER/MEMBER SINCE 12/2020 - APPROX 150 HRS/MO - COMMISSIONS/FEES 4) WINN PARTNERS FINANCIAL GROUP, 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - PRIVATE LABEL ENTITY FOR FINANCIAL PLANNING BUSINESS - SENIOR FINANCIAL PLANNER SINCE 08/2025 - APPROX 40 HRS/MO - SALARY BASED ON FEES 5) WINN MILLER WEALTH MANAGEMENT, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - DBA FOR SECURITIES RELATED BUSINESS - FINANCIAL ADVISOR SINCE 04/2026 - APPROX 100 HRS/MO - REVENUE PROCEEDS, SALARY BASED ON FEES 6) ATLANTIC BEACH POLICE PENSION - 800 SEMINOLE ROAD, ATLANTIC BEACH, FL 32233 - VOLUNTEER BOARD TRUSTEE - RESIDENT TRUSTEE SINCE 4/2022 - APPROX 2 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
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