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International Assets Investment Management, LLC CRD 144426
$2.57B regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
3 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | The Woodlands | TX | 08/2016 | 02/2023 |
| B. Riley Wealth Management | The Woodlands | TX | 02/2023 | 04/2024 |
| B. Riley Wealth Advisors | The Woodlands | TX | 02/2023 | 04/2024 |
| International Assets Investment Management, Llc | The Woodlands | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-04 |
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