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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-12-18 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Aloha, OR • 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 |
|---|---|---|---|---|
| Cabot Lodge Securities Llc | New York | NY | 09/2019 | 11/2019 |
| Ifs Securities | Atlanta | GA | 03/2016 | 11/2019 |
| International Assets Advisory, Llc | Aloha | OR | 11/2019 | Present |
| International Assets Investment Management, Llc | Aloha | OR | 11/2019 | Present |
1) ROBERT STEIN - INSURANCE 7920 SW 184TH AVENUE, ALOHA, OR 97007 - LIFE INSURANCE SALES - FIXED LIFE INSURANCE AGENT SINCE 1987 - NOT ACTIVE, <1 HR/MO - COMMISSIONS 2) ROBERT STEIN - NOTARY 7920 SW 184TH AVENUE, ALOHA, OR 97007 - NOTARY PUBLIC SINCE 2010 - NOT ACTIVE, <1 HR/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-28 |
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