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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-09-17 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
9850 Von Allmen Court Suite 201, Louisville, KY 40214 • 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 |
|---|---|---|---|---|
| Bankers Life & Casualty | Louisville | KY | 10/2011 | 05/2024 |
| Bankers Life Securities Inc | Louisville | KY | 12/2016 | 05/2024 |
| Unemployed | Louisville | KY | 06/2024 | 07/2024 |
| International Assets Investment Management Llc | Orlando | FL | 08/2024 | Present |
1) AMERICAN SENIOR BENEFITS - 4008 WOODMONT PARK LANE, LOUISVILLE, KY, 40245 - INSURANCE AGENET SINCE 06/15/2024 - COMMISION-BASED COMPENSATION 2) MOUNTAIN PEAK FINANCIAL SOLUTIONS - 4008 WOODMONT PARK LANE, LOUISVILLE, KY, 40245 - ADVISOR SINCE 8/27/2024 - COMMISSION-BASED COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-05 |
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