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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-10-29 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Medford | OR | 03/2015 | 04/2019 |
| Summit Financial Group | Medford | OR | 03/2015 | 04/2019 |
| Delta Global Services | Medford | OR | 09/2017 | Present |
| International Assets Advisory, Llc | Orlando | FL | 10/2019 | Present |
| International Assets Investment Management, Llc | Orlando | FL | 10/2019 | Present |
1) LINDBLOOM INVESTMENT SERVICES, LLC 3348 DARRELL DRIVE, MEDFORD, OR 97501 - PRIVATE LABEL ENTITY FOR FINANCIAL SERVICES BUSINESS - OWNER/PRESIDENT SINCE 4/2015 - APPROX 160 HRS/MO - SALARY/COMMISSIONS 2) BOY SCOUTS OF AMERICA 3348 DARRELL DRIVE, MEDFORD, OR 97501 - YOUTH SCOUTING PROGRAM - TROUP COMMITTEE MEMBER SINCE 1/2012 - APPROX 4 HRS/MO - NO COMPENSATION 3) DGS/DELTA GLOBAL SERVICES 1000 TERMINAL LOOP PARKWAY, MEDFORD, OR 97501 - AIRLINE GROUND CREW SINCE 7/2017 - APPROX 24 HRS/MO - HOURLY WAGE 4) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 10/2019 - APPROX 160 HRS/MO - FEE BASED COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-28 |
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