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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-05 |
Branch Locations
3721 Hwy 27, Suite A, Clermont, FL 34711 • United States
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orlando | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 03/2018 |
| Ameriprise Financial Services Inc | Clermont | FL | 04/2018 | 09/2018 |
| Moors & Cabot | Winter Park | FL | 01/2019 | 06/2023 |
| International Assets Advisory, Llc | Orlando | FL | 06/2023 | Present |
| International Assets Investment Management, Llc | Orlando | FL | 06/2023 | Present |
| None | Clermont | FL | 10/2018 | 12/2018 |
1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 7/2023 - APPROX 80 HRS/MO - FEE BASED COMPENSATION 2) COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL 34711 - 501c3 PHILANTHROPIC FOUNDATION - BOARD SECRETARY/TREASURER SINCE 1/2016 - APPROX 10 HRS/MO - NO COMPENSATION 3) GLOBULL, LLC 3721 S HWY 27, STE A, CLERMONT, FL 34711 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER SINCE 07/2023 - APPROX 40 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-11 |
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