Steven Wesley Beckerman

Current Employers

International Assets Investment Management, Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-11-26

GA RA
APPROVED

Since 2024-11-26

Branch Locations

Marietta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ups	Atlanta	GA	05/2005	06/2021
Rooms To Go	Marietta	GA	07/2021	05/2024
International Assets Advisory	Orlando	FL	05/2024	Present

05/2005 → 06/2021

Ups

Atlanta, GA
07/2021 → 05/2024

Rooms To Go

Marietta, GA
05/2024 → Present

International Assets Advisory

Orlando, FL

Other Businesses

1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 11/2024 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 2) ROOMS TO GO, NON-INVESTMENT RELATED, 4004 SUMMIT BLVD, ATLANTA, GA 30319 - IT PROJECT MANAGER - APPROX 160 HRS/MO - SALARY 3) BECKERMAN & ASSOCIATES, LLC, 777 BEDFORD OAKS DR, MARIETTA, GA 30068 - DBA FOR INSURANCE AND INVESTMENT BUSINESS AS WELL AS CPA TAX PLANNING - FINANCIAL ADVISOR, CERTIFIED PUBLIC ACCOUNTANT SINCE 05/2024 - COMMISSION AND FEE BASED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-29
S63	Uniform Securities Agent State Law Examination	2024-08-30

S65 Uniform Investment Adviser Law Examination

2024-10-29
S63 Uniform Securities Agent State Law Examination

2024-08-30

Other Names

Steve Beckerman
Steven Beckerman

View on SEC IAPD