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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-09 |
Branch Locations
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
4715 Park Blvd. Suite 4, Oakland, CA 94602 • United States
3 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Franciaso | CA | 03/2012 | 05/2018 |
| Jpmorgan Chase Bank Na | San Francisco | CA | 03/2012 | 05/2018 |
| Raymond James & Associates, Inc | San Francisco | CA | 05/2018 | 07/2022 |
| International Assets Advisory, Llc | Piedmont | CA | 09/2022 | 10/2023 |
| International Assets Investment Management, Llc | Piedmont | CA | 09/2022 | Present |
1) W.J. CONN CAPITAL CORP. 2021 FILLMORE STREET, SUITE 291, SAN FRANCISCO, CA 94115 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - MANAGING DIRECTOR SINCE 9/2022 - APPROX 200 HRS/MO - COMMISSIONS/FEES 2) WILLIAM J CONN SUCCESSOR TTEE - 2265 BROADWAY STREET, #4, SAN FRANCISCO, CA 94115 - SUCCESSOR TTEE TO FATHERS TRUST - APPROX 5 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-16 |
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