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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2020-07-10 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Williston, VT • United States
4 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Burlington | VT | 08/2008 | 01/2017 |
| International Assets Advisory, Llc | South Burlington | VT | 02/2017 | Present |
| International Assets Investment Management, Llc | South Burlington | VT | 02/2017 | Present |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 2/2017 - APPROX 80 HRS/MO - FEE BASED COMPENSATION 2) JOHN BODNAR, FINANCIAL ADVISOR 1403 EAST HILL ROAD, WILLISTON, VT 05495 - INDEPENDENT FINANCIAL ADVISOR SINCE 11/2019 - APPROX 180 HRS/MO - FEE BASED COMPENSATION 3) VERMONT WEALTH MANAGEMENT 1403 EAST HILL ROAD, WILLISTON, VT 05495 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER SINCE 6/2020 - APPROX 180 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-13 |
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