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Current Employers
Global Assets Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-13
  • FL RA
    APPROVED
    Since 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

International Assets Investment Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED_RES 2021-04-12
  • FL RA
    APPROVED_RES
    Since 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

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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2011-10-31 → 2020-11-30
    Annapolis, MD
    Annapolis, MD
    Ponte Vedra Beach, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-28
  • S66 Uniform Combined State Law Examination
    2011-10-28
Designations

View on SEC IAPD

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