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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2017-07-10 |
Branch Locations
9812 Millwood Circle, Spanish Fort, AL 36527 • United States
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 |
|---|---|---|---|---|
| Rockbridge Asset Management | Daphne | AL | 05/2005 | Present |
| Wfg Investments Inc | Daphne | AL | 04/2010 | 05/2017 |
| International Asset Advisory, Llc | Mobile | AL | 06/2017 | Present |
1) ROCKBRIDGE WEALTH MANAGEMENT, INVESTMENT RELATED, 9812 MILLWOOD DRIVE DAPHNE AL 36527, DBA FOR FINANCIAL SERVICES ENTITY, PARTNER, START DATE 03/2010, 160 HRS/MTH, 130 HRS/MTH DURING TRADING HOURS, SALES AND SERVICE 2) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 6/2017 - APPROX 80 HRS/MO - FEE BASED COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-14 |
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