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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-06 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
15 Durling Way, Hillsborough, NJ 08844 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Warren | NJ | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Warren | NJ | 11/2016 | 02/2023 |
| International Assets Investment Management, Llc | Orlando | FL | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-17 |
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