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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CRD 144426

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:224f861b-c9d6-00eb-be1f-2ab533fae5db

Data as of Jan 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 284
Dated events: 40
On other graphs: 0
Observed: Feb 10, 2012 to Jan 30, 2026
67 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=90.0
Regulatory AUM: $2.6BItem 5.F on the latest filing (2026-01-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.8B
Private client RAUM: $2.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 120
RAUM per advisor: $21.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 124
Advisory employees: 113
Offices: 95Schedule D 1.F, beyond the principal office
Accounts: 8,531
Individual clients: 3,798
High net worth clients: 2,073
Custody, client assets: $0
SEC number: 801-68114
CRD: 144426
Filings on the tape: 67
First filed: Feb 10, 2012
Latest filed: Jan 30, 2026
Organised: Limited Liability Company, FL
Website: iaac.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 117

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY GERALD WINN	n/a	ORLANDO, FL	19	33	1	yes
AARON MICHAEL KNOLL	n/a	TAMPA, FL \| ORLANDO, FL	14	23	5	yes
ROBERT MICHAEL ALVAREZ	n/a	ORLANDO, FL \| METAIRIE, LA	12	25	3	no
GLENN RICHARD TOUSSAINT	Certified Financial Planner\|Chartered Financial Consultant	ORLANDO, FL \| WASHINGTON TOWNSHIP, NJ	10	33	2	yes
DAVID CHIN	Certified Financial Planner	New York City, NY \| ORLANDO, FL \| NEW YORK, NY \| Orlando, FL	10	41	4	yes
ROBERT JAMES D'ANDRIA	n/a	ORLANDO, FL \| Spring Lake, NJ	10	37	3	yes
KEVIN DAVID NICHOLS	n/a	Alma, MI	10	40	2	yes
SHANNON LYNN NAGY	n/a	Alma, MI	10	12	2	yes
SHANNAN MAUREEN DENISON	n/a	Grand Rapids, MI	10	25	3	yes
Ann Katherine Moore	n/a	ORLANDO, FL	10	18	n/a	yes
CHANDIS D FERGUSON	n/a	RUSSELL, KY \| ORLANDO, FL	10	31	3	yes
EDWARD PETER MASSARI	Chartered Financial Analyst	ORLANDO, FL \| SPRING LAKE, NJ	10	16	3	yes
JOSEPH GIACCHI	n/a	Spring Lake, NJ \| ORLANDO, FL	10	21	n/a	yes
RICHARD ROBERT FULTON	n/a	ORLANDO, FL \| JUPITER, FL	9	40	3	yes
EMMANUEL A LEAK	n/a	FRISCO, TX \| ORLANDO, FL	9	18	2	yes
DANIEL ALEXANDER NELSON	n/a	ORLANDO, FL \| EVANS CITY, PA	9	16	2	yes
Myra Pearle Nicholson	n/a	ORLANDO, FL	9	27	2	yes
JAMES ANTHONY NELSON	n/a	ORLANDO, FL \| EVANS CITY, PA	9	41	n/a	yes
JUSTIN ADAM BODNAR	n/a	Williamston, VT \| ORLANDO, FL	9	16	3	yes
JERRY ALLEN KLUSENER	Certified Financial Planner	ORLANDO, FL \| LAMAR, MO	9	33	2	yes
ADAM PHILLIP BELL	Certified Financial Planner	DAPHNE, AL \| ORLANDO, FL	9	17	3	yes
STEPHEN ANTHONY PIERCE	n/a	ORLANDO, FL \| SPANISH FORT, AL	9	35	4	yes
MICHAEL THOMAS FRUSTACI	n/a	OVIEDO, FL \| ORLANDO, FL	9	10	n/a	yes
MICHAEL FREDRICK PETRAMALO	n/a	ORLANDO, FL \| DAYTONA BEACH, FL	9	36	5	yes
KEVIN THOMAS MORAN	n/a	SAN FRANCISCO, CA \| ORLANDO, FL	9	25	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Cofrancesco, Edward, Richard	CEO OFFICER	Na	yes	12/2006	Jan 30, 2026	Jan 30, 2026
Lampman, Matthew, Edward	PRESIDENT/CHIEF OPERATING OFFICER	Na	yes	01/2025	Jan 30, 2026	Jan 30, 2026
NICHOLSON, MYRA, PEARLE	CHIEF LEGAL OFFICER	Na	yes	02/2018	Jan 30, 2026	Jan 30, 2026
PECUNIA MANAGEMENT, LLC	MANAGING MEMBER/OWNER	E	yes	12/2006	Jan 30, 2026	Jan 30, 2026
Weinberger, David, S	CHIEF FINANCIAL OFFICER	Na	yes	02/2018	Jan 30, 2026	Jan 30, 2026
IAA INVESTMENT HOLDINGS, LLC	Member	E	yes	02/2023	Apr 11, 2023	Nov 6, 2024
RIA HOLDING COMPANY	Member	E	yes	02/2023	Apr 11, 2023	Nov 6, 2024
RICHARD DESICHIRREVOCABLE 2005 SOUTH DAKOTA TRUST FBO OF JEFFREY DESICHAND RICHARD DESICHA. DESICH	Member	E	yes	02/2023	Apr 11, 2023	Nov 6, 2024
SOUTH DAKOTA TRUSTCOMPANY, LLC	Trustee	F	yes	02/2023	Apr 11, 2023	Nov 6, 2024
WEISS, RICHARD, JAY	CHIEF COMPLIANCE OFFICER	Na	yes	01/2018	Mar 30, 2018	Nov 6, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GLOBAL ASSETS ADVISORY, LLC	n/a	Independent wealth	$552M	N	yes	n/a
INTERNATIONAL ASSETS ADVISORY, LLC	n/a	No RAUM reported	$0	Y	yes	n/a
MYRA NICHOLSON	n/a	n/a	n/a	Y	yes	n/a
PRIMUS FINANCIAL SERVICES, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Daphne	Al	United States	3	yes
Bradenton	FL	United States	3	yes
FT LAUDERDALE	FL	United States	3	yes
SPRING LAKE	Nj	United States	3	yes
JACKSONVILLE BEACH	FL	United States	2	yes
Jupiter	FL	United States	2	yes
WEST PALM BEACH	FL	United States	2	yes
Fishers	In	United States	2	yes
EVANS CITY	Pa	United States	2	yes
EL PASO	TX	United States	2	yes
Rockwall	TX	United States	2	yes
n/a	n/a	n/a	2	yes
n/a	n/a	n/a	2	yes
n/a	n/a	n/a	2	yes
EL DORADO	Ar	United States	1	yes
Springdale	Ar	United States	1	yes
SAN FRANCISCO	CA	United States	1	yes
LAKE ELMO	Mn	United States	1	no
LAS VEGAS	Nv	United States	1	yes
Syracuse	NY	United States	1	yes
EL PASO	TX	United States	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 30, 2026	$2.6B	$1.8B	124	113	95	n/a	n/a
2024	Mar 25, 2025	$2.2B	$1.6B	128	124	92	n/a	n/a
2023	Mar 28, 2024	$1.7B	$1.4B	122	118	92	n/a	n/a
2022	Mar 27, 2023	$1.4B	$1.2B	126	121	92	n/a	n/a
2021	Mar 31, 2022	$1.4B	$1.2B	118	118	32	n/a	n/a
2020	Mar 31, 2021	$1.2B	$1.0B	119	119	32	n/a	n/a
2019	Apr 21, 2020	$907M	$743M	110	110	32	n/a	n/a
2018	Mar 29, 2019	$794M	$669M	103	94	32	n/a	n/a
2017	Mar 30, 2018	$613M	$503M	93	80	32	n/a	n/a
2016	Feb 8, 2017	$301M	$205M	65	57	n/a	n/a	n/a
2015	Feb 19, 2016	$198M	$166M	40	20	n/a	n/a	n/a
2014	Feb 13, 2015	$125M	$93.7M	40	20	n/a	n/a	n/a
2013	Feb 5, 2014	$127M	$97.1M	37	20	n/a	n/a	n/a
2012	Mar 15, 2013	$105M	$73.9M	14	0	n/a	n/a	n/a
2011	Feb 10, 2012	$103M	$66.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
13	9	4	7.5%	2	4	0	32	30

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.6B	$2.2B	16.1%	$1.4B	21.2%	124	128	95	92

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INDEPENDENT FINANCIAL GROUP, LLC	2	Jun 30, 2023	Jun 9, 2023	ROCKWALL, TX	Team lift out	Ibd to ibd	1.9%
INDEPENDENT FINANCIAL GROUP, LLC	2	Apr 4, 2022	Apr 13, 2022	HOUSTON, TX	Team lift out	Ibd to ibd	2.0%
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC	2	May 29, 2019	Jul 2, 2026	ORLANDO, FL	Team lift out	Other	2.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Oct 21, 2021	Oct 13, 2021	EAST PETERSBURG, PA	Team lift out	Ibd to ibd	0.0%
A.G.P / ALLIANCE GLOBAL PARTNERS	2	Oct 5, 2020	Oct 5, 2020	NEWPORT BEACH, CA	Team lift out	RIA to ibd	3.6%
WFG ADVISORS, LP	2	May 26, 2017	Dec 18, 2018	DAPHNE, AL	Team lift out	Other	2.4%
CETERA ADVISORS LLC	2	May 10, 2016	Jun 1, 2016	ROCKWALL, TX	Team lift out	Other	0.6%
FIRST ALLIED ADVISORY SERVICES, INC.	2	Mar 11, 2016	Jun 17, 2016	TOMS RIVER, NJ	Team lift out	Other	0.4%
SECURITIES AMERICA ADVISORS, INC.	2	Apr 24, 2015	Apr 7, 2015	ALMA, MI	Team lift out	Other	0.2%

Relationships

showing 80 of 284

Registered with (76)

← JAMES ANDREW CASEAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← Reiss Nye HoltAdvisorregistration: current employment
Aug 13, 2026 to presentfactForm ADV
← EMMANUEL PABLOAdvisorregistration: current employment
Jun 12, 2026 to presentfactForm ADV
← Sunil TumberAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← Thaddeus Michael EubanksAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← SCOTT FRANCIS DROSKIEAdvisorregistration: current employment
May 13, 2026 to presentfactForm ADV
← BRIAN R THOMASAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← MATTHEW JONES FANNINAdvisorregistration: current employment
Feb 16, 2026 to presentfactForm ADV
← John Kei MinezakiAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← JUSTIN Y GEROWAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← Drew BowenAdvisorregistration: current employment
Dec 2, 2025 to presentfactForm ADV
← ANGELA C DAYAdvisorregistration: current employment
Nov 10, 2025 to presentfactForm ADV
← JOHN STEPHEN PRONOVOSTAdvisorregistration: current employment
Nov 5, 2025 to presentfactForm ADV
← Justin Fitzgerald EcholsAdvisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← PAUL NICHOLAS KARABATSOSAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← LEROY BORNAdvisorregistration: current employment
Aug 14, 2025 to presentfactForm ADV
← Hiroshi MizutaniAdvisorregistration: current employment
May 23, 2025 to presentfactForm ADV
← Patrick Michael EganAdvisorregistration: current employment
May 2, 2025 to presentfactForm ADV
← Jacobo Andres Leon GiraldezAdvisorregistration: current employment
Jan 29, 2025 to presentfactForm ADV
← ARTHUR CRAIGG MCRAEAdvisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← JOHN NICHOLAS SPARTZAdvisorregistration: current employment
Dec 4, 2024 to presentfactForm ADV
← Steven Wesley BeckermanAdvisorregistration: current employment
Nov 26, 2024 to presentfactForm ADV
← COLLIN ROBERT FINGONAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← RONALD GENE CHRONISTERAdvisorregistration: current employment
Sep 25, 2024 to presentfactForm ADV
← LANCE FOSTER WILLIAMSONAdvisorregistration: current employment
Sep 17, 2024 to presentfactForm ADV
← GEORGE AUGUST WALTERSAdvisorregistration: current employment
Sep 16, 2024 to presentfactForm ADV
← ANIDA VENNIROAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← ALEXANDER L FULLERTONAdvisorregistration: current employment
Jun 12, 2024 to presentfactForm ADV
← TODD LORING LUFTAdvisorregistration: current employment
May 3, 2024 to presentfactForm ADV
← THOMAS EDWARD PORTERAdvisorregistration: current employment
Mar 23, 2024 to presentfactForm ADV
and 46 more

Affiliated with (4)

← GLOBAL ASSETS ADVISORY, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ INTERNATIONAL ASSETS ADVISORY, LLCRegistered adviserother investment adviser, broker-dealer, control, common control
factForm ADV
→ GLOBAL ASSETS ADVISORY, LLCRegistered adviserother investment adviser, common control
factForm ADV
← TACTICAL INVESTMENT STRATEGIES LLCRegistered adviserother investment adviser, broker-dealer, control, common control
factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 4, 2026
Advisor changed firm
Tadd Merrill Killpack left International Assets Investment Management, Llc for Alexander Capital Wealth Management Llc (registered 2026-08-25)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Timothy Roberts left International Assets Investment Management, Llc for Ameriprise Financial Services, Llc (registered 2026-07-13)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Xhordi Xhokola left International Assets Investment Management, Llc for The Pinnacle Financial Group (registered 2026-08-06)
Form ADVobserved 4 days ago
Occurred
Jul 6, 2026
Advisor changed firm
Brandon Reed Barile left International Assets Investment Management, Llc for Cetera Investment Advisers Llc (registered 2026-06-22)
Form ADVobserved 4 days ago
Occurred
Jun 8, 2026
Advisor changed firm
Peyton Graham Culberson left International Assets Investment Management, Llc for Quincy Wells Advisors, Llc (registered 2026-07-23)
Form ADVobserved 4 days ago
Occurred
Mar 6, 2026
Advisor changed firm
Fred G Horrocks left International Assets Investment Management, Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-02-17)
Form ADVobserved 4 days ago
Occurred
Feb 5, 2026
Advisor changed firm
Scott Ryan Babbitt left International Assets Investment Management, Llc for Sb Advisory, Llc (registered 2026-02-06)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2025
Advisor departed, no destination yet
Ian E James no longer registered at International Assets Investment Management, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Nov 11, 2025
Advisor changed firm
Cindy Lynn Shuman left International Assets Investment Management, Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-11-03)
Form ADVobserved 4 days ago
Occurred
Nov 11, 2025
Advisor changed firm
Michael Miles Hartlett left International Assets Investment Management, Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-11-05)
Form ADVobserved 4 days ago
Occurred
Jun 16, 2025
Advisor changed firm
Christopher Bernard Cymbala left International Assets Investment Management, Llc for Symmetry Partners (registered 2025-09-16)
Form ADVobserved 4 days ago
Occurred
Jun 12, 2025
Advisor changed firm
Dwight William Rich left International Assets Investment Management, Llc for Sound Income Strategies, Llc (registered 2025-06-12)
Form ADVobserved 4 days ago
Occurred
Jun 9, 2025
Advisor changed firm
Shane Mahadeo left International Assets Investment Management, Llc for Florida Financial Advisors, Llc (registered 2025-06-30)
Form ADVobserved 4 days ago
Occurred
May 15, 2025
Advisor changed firm
Anthony Bart Javarone left International Assets Investment Management, Llc for Concurrent Investment Advisors, Llc (registered 2025-05-15)
Form ADVobserved 4 days ago
Occurred
Apr 8, 2025
Advisor changed firm
Mark Julius Potocsny left International Assets Investment Management, Llc for Lpl Financial Llc (registered 2025-04-09)
Form ADVobserved 4 days ago
Occurred
Apr 3, 2025
Advisor changed firm
H Craig Rappaport left International Assets Investment Management, Llc for Kingswood Wealth Advisors, Llc (registered 2025-03-31)
Form ADVobserved 4 days ago
Occurred
Apr 3, 2025
Advisor changed firm
Mary B Haverly left International Assets Investment Management, Llc for Lpl Financial Llc (registered 2025-04-01)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2025
Advisor changed firm
Adam Spencer Carey left International Assets Investment Management, Llc for Prosperity Capital Advisors (registered 2025-03-10)
Form ADVobserved 4 days ago
Occurred
Feb 27, 2025
Regulatory AUM changed
International Assets Investment Management, Llc reported RAUM $2.2B, up 31% from $1.7B (2024-11-06 to 2025-02-27)
Form ADVobserved 4 days ago
$527M
Occurred
Jan 28, 2025
Advisor changed firm
Alexander Potocsny left International Assets Investment Management, Llc for Lpl Financial Llc (registered 2025-07-09)
Form ADVobserved 4 days ago
Occurred
Jan 27, 2025
Advisor changed firm
David Peter Reiss left International Assets Investment Management, Llc for R. F. Lafferty & Co., Inc. (registered 2025-01-22)
Form ADVobserved 4 days ago
Occurred
Jan 7, 2025
Advisor changed firm
Alexander Joseph King left International Assets Investment Management, Llc for Macedon Financial Management, Llc (registered 2025-01-06)
Form ADVobserved 4 days ago
Occurred
Nov 18, 2024
Advisor changed firm
David Alan Ramos left International Assets Investment Management, Llc for B.B. Graham & Company, Inc. (registered 2024-12-03)
Form ADVobserved 4 days ago
Occurred
Oct 17, 2024
Advisor changed firm
Jeffrey Charles Wallgren left International Assets Investment Management, Llc for Global Assets Advisory, Llc (registered 2020-03-16)
Form ADVobserved 4 days ago
Occurred
Oct 11, 2024
Advisor changed firm
Joseph Allen Onopa left International Assets Investment Management, Llc for Tactive Advisors, Llc (registered 2025-11-11)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2024
Advisor changed firm
Jeffrey Guy Labelle left International Assets Investment Management, Llc for Realta Investment Advisors, Inc (registered 2026-01-05)
Form ADVobserved 4 days ago
Occurred
Sep 4, 2024
Advisor changed firm
Stephen Michael Raglow-De Franco left International Assets Investment Management, Llc for Lpl Financial Llc (registered 2024-09-03)
Form ADVobserved 4 days ago
Occurred
Sep 3, 2024
Advisor changed firm
Warren Wilfred Seeley left International Assets Investment Management, Llc for Lpl Financial Llc (registered 2024-09-04)
Form ADVobserved 4 days ago
Occurred
Aug 19, 2024
Advisor changed firm
Richard William Engen left International Assets Investment Management, Llc for Global Assets Advisory, Llc (registered 2020-03-16)
Form ADVobserved 4 days ago
Occurred
May 1, 2024
Advisor changed firm
Matthew A Novak left International Assets Investment Management, Llc for Sparta Wealth Partners (registered 2025-04-14)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Mark Vincent Petersen left International Assets Investment Management, Llc for Crescent Advisor Group, Inc. (registered 2025-08-29)
Form ADVobserved 4 days ago
Occurred
Nov 13, 2023
Advisor changed firm
Ryan Paul O'Leary left International Assets Investment Management, Llc for Ars Wealth Advisors (registered 2025-09-20)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2023
Team lift-out
2 advisors left International Assets Investment Management, LLC (Rockwall, TX) for Independent Financial Group, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 30, 2023
Advisor changed firm
Michael David Kolacz left International Assets Investment Management, Llc for Independent Financial Group, Llc (registered 2023-06-09)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2023
Advisor changed firm
Bradley Merritt Epstein left International Assets Investment Management, Llc for Independent Financial Group, Llc (registered 2023-06-08)
Form ADVobserved 4 days ago
Occurred
May 8, 2023
Advisor changed firm
Jiaqi Li left International Assets Investment Management, Llc for Pnc Wealth Management (registered 2023-05-08)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2023
Advisor changed firm
Stephen Jimenez left International Assets Investment Management, Llc for Peerless Wealth (registered 2025-03-18)
Form ADVobserved 4 days ago
Occurred
Feb 27, 2023
Advisor changed firm
Frankie Ricardo Brin left International Assets Investment Management, Llc for Vanderbilt Advisory Services (registered 2023-03-29)
Form ADVobserved 4 days ago
Occurred
Jan 26, 2023
Advisor changed firm
Frank Augustine Cuenca left International Assets Investment Management, Llc for Independent Financial Group, Llc (registered 2023-01-23)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 27, 2023
International Assets Investment Management, Llc reported 92 offices beyond its principal office, up from 32 (2022-11-08 to 2023-03-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:224f861b-c9d6-00eb-be1f-2ab533fae5db
First observed: Feb 10, 2012
Last observed: Jan 30, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CRD 144426

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:224f861b-c9d6-00eb-be1f-2ab533fae5db

Data as of Jan 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY GERALD WINN

n/a

ORLANDO, FL

yes

AARON MICHAEL KNOLL

n/a

TAMPA, FL | ORLANDO, FL

yes

ROBERT MICHAEL ALVAREZ

n/a

ORLANDO, FL | METAIRIE, LA

GLENN RICHARD TOUSSAINT

Certified Financial Planner|Chartered Financial Consultant

ORLANDO, FL | WASHINGTON TOWNSHIP, NJ

yes

DAVID CHIN

Certified Financial Planner

New York City, NY | ORLANDO, FL | NEW YORK, NY | Orlando, FL

yes

ROBERT JAMES D'ANDRIA

n/a

ORLANDO, FL | Spring Lake, NJ

yes

KEVIN DAVID NICHOLS

n/a

Alma, MI

yes

SHANNON LYNN NAGY

n/a

Alma, MI

yes

SHANNAN MAUREEN DENISON

n/a

Grand Rapids, MI

yes

Ann Katherine Moore

n/a

ORLANDO, FL

n/a

yes

CHANDIS D FERGUSON

n/a

RUSSELL, KY | ORLANDO, FL

yes

EDWARD PETER MASSARI

Chartered Financial Analyst

ORLANDO, FL | SPRING LAKE, NJ

yes

JOSEPH GIACCHI

n/a

Spring Lake, NJ | ORLANDO, FL

n/a

yes

RICHARD ROBERT FULTON

n/a

ORLANDO, FL | JUPITER, FL

yes

EMMANUEL A LEAK

n/a

FRISCO, TX | ORLANDO, FL

yes

DANIEL ALEXANDER NELSON

n/a

ORLANDO, FL | EVANS CITY, PA

yes

Myra Pearle Nicholson

n/a

ORLANDO, FL

yes

JAMES ANTHONY NELSON

n/a

ORLANDO, FL | EVANS CITY, PA

n/a

yes

JUSTIN ADAM BODNAR

n/a

Williamston, VT | ORLANDO, FL

yes

JERRY ALLEN KLUSENER

Certified Financial Planner

ORLANDO, FL | LAMAR, MO

yes

ADAM PHILLIP BELL

Certified Financial Planner

DAPHNE, AL | ORLANDO, FL

yes

STEPHEN ANTHONY PIERCE

n/a

ORLANDO, FL | SPANISH FORT, AL

yes

MICHAEL THOMAS FRUSTACI

n/a

OVIEDO, FL | ORLANDO, FL

n/a

yes

MICHAEL FREDRICK PETRAMALO

n/a

ORLANDO, FL | DAYTONA BEACH, FL

yes

KEVIN THOMAS MORAN

n/a

SAN FRANCISCO, CA | ORLANDO, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Cofrancesco, Edward, Richard

CEO OFFICER

yes

12/2006

Jan 30, 2026

Lampman, Matthew, Edward

PRESIDENT/CHIEF OPERATING OFFICER

yes

01/2025

Jan 30, 2026

NICHOLSON, MYRA, PEARLE

CHIEF LEGAL OFFICER

yes

02/2018

Jan 30, 2026

PECUNIA MANAGEMENT, LLC

MANAGING MEMBER/OWNER

yes

12/2006

Jan 30, 2026

Weinberger, David, S

CHIEF FINANCIAL OFFICER

yes

02/2018

Jan 30, 2026

IAA INVESTMENT HOLDINGS, LLC

Member

yes

02/2023

Apr 11, 2023

Nov 6, 2024

RIA HOLDING COMPANY

Member

yes

02/2023

Apr 11, 2023

Nov 6, 2024

RICHARD DESICHIRREVOCABLE 2005 SOUTH DAKOTA TRUST FBO OF JEFFREY DESICHAND RICHARD DESICHA. DESICH

Member

yes

02/2023

Apr 11, 2023

Nov 6, 2024

SOUTH DAKOTA TRUSTCOMPANY, LLC

Trustee

yes

02/2023

Apr 11, 2023

Nov 6, 2024

WEISS, RICHARD, JAY

CHIEF COMPLIANCE OFFICER

yes

01/2018

Mar 30, 2018

Nov 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GLOBAL ASSETS ADVISORY, LLC

n/a

Independent wealth

$552M

yes

n/a

INTERNATIONAL ASSETS ADVISORY, LLC

n/a

No RAUM reported

yes

n/a

MYRA NICHOLSON

n/a

yes

n/a

PRIMUS FINANCIAL SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Daphne

United States

yes

Bradenton

United States

yes

FT LAUDERDALE

United States

yes

SPRING LAKE

United States

yes

JACKSONVILLE BEACH

United States

yes

Jupiter

United States

yes

WEST PALM BEACH

United States

yes

Fishers

United States

yes

EVANS CITY

United States

yes

EL PASO

United States

yes

Rockwall

United States

yes

n/a

yes

n/a

yes

n/a

yes

EL DORADO

United States

yes

Springdale

United States

yes

SAN FRANCISCO

United States

yes

LAKE ELMO

United States

LAS VEGAS

United States

yes

Syracuse

United States

yes

EL PASO

United States

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 30, 2026

$2.6B

$1.8B

124

113

n/a

2024

Mar 25, 2025

$2.2B

$1.6B

128

124

n/a

2023

Mar 28, 2024

$1.7B

$1.4B

122

118

n/a

2022

Mar 27, 2023

$1.4B

$1.2B

126

121

n/a

2021

Mar 31, 2022

$1.4B

$1.2B

118

n/a

2020

Mar 31, 2021

$1.2B

$1.0B

119

n/a

2019

Apr 21, 2020

$907M

$743M

110

n/a

2018

Mar 29, 2019

$794M

$669M

103

n/a

2017

Mar 30, 2018

$613M

$503M

n/a

2016

Feb 8, 2017

$301M

$205M

n/a

2015

Feb 19, 2016

$198M

$166M

n/a

2014

Feb 13, 2015

$125M

$93.7M

n/a

2013

Feb 5, 2014

$127M

$97.1M

n/a

2012

Mar 15, 2013

$105M

$73.9M

n/a

2011

Feb 10, 2012

$103M

$66.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.6B

$2.2B

16.1%

$1.4B

21.2%

124

128

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INDEPENDENT FINANCIAL GROUP, LLC

Jun 30, 2023

Jun 9, 2023

ROCKWALL, TX

Team lift out

Ibd to ibd

1.9%

INDEPENDENT FINANCIAL GROUP, LLC

Apr 4, 2022

Apr 13, 2022

HOUSTON, TX

Team lift out

Ibd to ibd

2.0%

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC

May 29, 2019

Jul 2, 2026

ORLANDO, FL

Team lift out

Other

2.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Oct 21, 2021

Oct 13, 2021

EAST PETERSBURG, PA

Team lift out

Ibd to ibd

0.0%

A.G.P / ALLIANCE GLOBAL PARTNERS

Oct 5, 2020

NEWPORT BEACH, CA

Team lift out

RIA to ibd

3.6%

WFG ADVISORS, LP

May 26, 2017

Dec 18, 2018

DAPHNE, AL

Team lift out

Other

2.4%

CETERA ADVISORS LLC

May 10, 2016

Jun 1, 2016

ROCKWALL, TX

Team lift out

Other

0.6%

FIRST ALLIED ADVISORY SERVICES, INC.

Mar 11, 2016

Jun 17, 2016

TOMS RIVER, NJ

Team lift out

Other

0.4%

SECURITIES AMERICA ADVISORS, INC.

Apr 24, 2015

Apr 7, 2015

ALMA, MI

Team lift out

Other

0.2%