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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-02-04 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
118 Renaissance Circle, Mauldin, SC 29662 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spartanburg | SC | 07/2014 | 12/2021 |
| Bank Of America, N.A. | Spartanburg | SC | 01/2015 | 12/2021 |
| International Assets Advisory, Llc | Mauldin | SC | 02/2022 | Present |
| International Assets Investment Management, Llc | Mauldin | SC | 02/2022 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 1/2022 - APPROX 20 HRS/MO - FEE BASED COMPENSATION 2) LOYAL TRUST PRIVATE WEALTH, LLC 118 Renaissance Circle, Maudin , SC 29662 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - FOUNDER/PRESIDENT SINCE 2/2022 - APPROX 200 HRS/MO - FEES/COMMISSIONS 3) JEROME R. LONG III - DOORDASH - DRIVER SINCE 06/2026 - APPROX 5-10 HRS/MO - TIP COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
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