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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-03-31 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 02/2022 |
| International Assets Advisory, Llc | Salt Lake City | UT | 03/2022 | Present |
| International Assets Investment Management, Llc | Salt Lake City | UT | 03/2022 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 3/2022 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 2) STEED WEALTH MANAGEMENT, LLC 1052 S. CRESTVIEW CIRCLE, SALT LAKE CITY, UTAH 84108 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - CEO SINCE 4/2022 - APPROX 5 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-05 |
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