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111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-12 |
Branch Locations
111 N. Orange Avenue Suite 1000, Orlando, FL 32801 • United States
17 Keller Street, Petaluma, CA 94952 • United States
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-11 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
17 Keller Street, Petaluma, CA 94952 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2024 |
| Unemployed | Petaluma | CA | 02/2024 | 02/2024 |
| International Assets Investment Managements Llc | Orlando | FL | 03/2024 | Present |
| Global Assets Advisory, Llc | Orlando | FL | 03/2024 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC - 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 03/2024 - APPROX 40 HRS/MO - FEE BASED COMPENSATION. 2) GLOBAL ASSETS ADVISORY, LLC - 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 03/2024 - APPROX 40 HRS/MO - FEE BASED COMPENSATION. 3) MACO WEALTH MANAGEMENT - 10 Keller Street, Petaluma, CA 94952 - FINANCIAL ADVISOR - SINCE 3/15/2024 - APPROX 40 HRS/MO - COMMISSION 4) SAINT VINCENT DEPAUL PARISH - 35 LIBERTY ST, PETALUMA, CA 94952 - CHURCH - COMMITTEE MEMEBER SINCE 10/2023 - APPROX 1HR/MO - NO COMPENSATION 5) SONOMA COUNTY TRAILBLAZERS - 3355 REGIONAL PARKWAY, SANTA ROSA, CA 95403 - HORSE BACK GROUP- EXECUTIVE COMMITTEE MEMBER SINCE 08/01/2025 - APPROX 1/2 HRS/MO- NO COMPENSATION 6) ST. VINCENTS ELEMENTARY SCHOOL - 246 Howard St. Petaluma, CA 94952 - ADVISORY REGENT - SINCE 08/01/2025 - APPROX 2 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-24 |
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