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.

Current firm

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Exams

S63|S65

First exam

Jan 27, 1998

First registration

Feb 22, 2000

Dual registered

no

IAPD individual key

2973478

• Occurred

  Apr 30, 2025
  Advisor changed firm

  Patrick Michael Egan left Western International Securities for Coordinated Wealth Management, Llc (registered 2015-05-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:db69ee32-a91b-3826-4b72-320948c2a613

First observed

Feb 22, 2000

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed 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.