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Nathan Brandon Michael Walsh

International Assets Investment Management, LLC

Orlando, FL

Dallas, TX

CRD 7388516

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Employer firm

International Assets Investment Management, LLC CRD 144426

$2.57B regulatory AUM 42 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
International Assets Investment Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-27
  • TX RA
    APPROVED
    Since 2024-02-27

Branch Locations

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

2101 Cedar Springs Road, Dallas, TX 75201 • 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
OrganizationCityStateFromTo
United State House Of Representatives Washington D.C. DC 05/2022 08/2022
Penn State Interfraternity Council State College PA 11/2020 12/2021
Northwestern Mutual Baltimore Maryland MD 06/2021 08/2021
Puroclean Emergency Restoration Baltimore MD 05/2019 11/2020
Puroclean Emergency Restoration Baltimore MD 05/2018 09/2020
Capital Bank Bethesda MD 06/2018 09/2018
Granite Property Management Baltimore MD 06/2016 09/2017
Fisher Investments Plano TX 08/2022 01/2024
Pennsylvania State University State College PA 08/2018 05/2022
Student Owings Mills MD 09/2012 06/2018
Megatel Capital Investment Dallas TX 02/2024 Present
International Assets Advisory, Llc Orlando FL 02/2024 Present
International Assets Investments Management Llc Orlando FL 02/2024 Present
  • 05/2022 → 08/2022
    United State House Of Representatives
    Washington D.C., DC
  • 11/2020 → 12/2021
    Penn State Interfraternity Council
    State College, PA
  • 06/2021 → 08/2021
    Northwestern Mutual
    Baltimore Maryland, MD
  • 05/2019 → 11/2020
    Puroclean Emergency Restoration
    Baltimore, MD
  • 05/2018 → 09/2020
    Puroclean Emergency Restoration
    Baltimore, MD
  • 06/2018 → 09/2018
    Capital Bank
    Bethesda, MD
  • 06/2016 → 09/2017
    Granite Property Management
    Baltimore, MD
  • 08/2022 → 01/2024
    Plano, TX
  • 08/2018 → 05/2022
    Pennsylvania State University
    State College, PA
  • 09/2012 → 06/2018
    Student
    Owings Mills, MD
  • 02/2024 → Present
    Megatel Capital Investment
    Dallas, TX
  • 02/2024 → Present
    International Assets Advisory, Llc
    Orlando, FL
  • 02/2024 → Present
    International Assets Investments Management Llc
    Orlando, FL
Previous Registrations
Other Businesses

1) MEGATEL CAPITAL INVESTMENTS/MEGATEL HOMES, INC. 2101 CEDAR SPRINGS ROAD, SUITE 700, DALLAS, TX 75201 - REAL ESTATE CONSTRUCTION FINANCING - PROVIDE DIRECT REAL ESTATE INVESTMENTS TO INDEPENDENT BROKER DEALERS/REGISTERED INVESTMENT ADVISORS - VICE PRESIDENT SINCE 2/2024 - APPROX 80 HRS/MO - SALARY 2) ADVNC LACROSSE - DALLAS, TX 75201 - LACROSSE CLIUB - ASSISTANT COUCH SINCE 11/2023 - APPROX 6 HRS/MO HOURLY WAGE 3) WALSH REAL ESTATE - 805 A BARKWOOD CT, LINTHICUM HEIGHTS, MD 21090 - REAL ESTATE INVESTING - LIMITED PARTNER SINCE 9/4/2024 - APPROX 1 HOUR A MONTH - PERCENTAGE OF PROFITS OF SALE OF REAL ESTATE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-12
  • S65 Uniform Investment Adviser Law Examination
    2022-12-12

View on SEC IAPD

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