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MG

Mary P. Gunn

INTERNATIONAL ASSETS ADVISORY
Tampa, FL 33626
Some features on this profile are disabled
CRD#: 2165041
MG

Professional summary

Mary Patricia Gunn, who also goes by Marypat Gunn, is a registered financial professional currently at INTERNATIONAL ASSETS ADVISORY, LLC located in Tampa, Florida.

Mary is registered as a RR (Registered Representative) and started their career in finance in 1991. Mary has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 79, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marypat Gunn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mary Patricia Gunn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 14, 2011 - Present

INTERNATIONAL ASSETS ADVISORY, LLC

Office #1: 8309 Gunn Highway, Tampa, FL 33626
RIA
BD
CRD#: 10645
Tampa, FL
Past

May 5, 2010 - October 17, 2011

ANDERSON & STRUDWICK, INCORPORATED

RIA
CRD#: 48
TAMPA, FL
Past

April 16, 2010 - October 17, 2011

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48
TAMPA, FL
Past

March 24, 2010 - April 19, 2010

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
TAMPA, FL
Past

November 9, 2009 - March 30, 2010

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
TAMPA, FL
Past

November 2, 2009 - March 30, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

July 24, 1998 - April 28, 2009

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
TAMPA, FL
Past

March 3, 1998 - April 28, 2009

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

May 17, 1996 - March 3, 1998

BARNETT INVESTMENTS, INC.

BD
CRD#: 14897
JACKSONVILLE, FL
Past

December 13, 1995 - April 1, 1996

TUSCANY EQUITY MANAGEMENT CORPORATI0N

BD
CRD#: 20016
DEERFIELD BEACH, FL
Past

October 15, 1992 - August 18, 1995

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

September 10, 1991 - December 4, 1991

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTERNATIONAL ASSETS ADVISORY, LLC
INTERNATIONAL ASSETS ADVISORY CORPORATION | JANSEN WEALTH MANAGEMENT, LLC | INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645 / SEC#: 801-119029, 8-27736

RIA
Registered Investment Advisory firm - SEC (7/21/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(10/14/2011)
RR
Nebraska
(6/9/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/23/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/1/2014
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 9/9/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/16/1997
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/22/1995
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IA
INTERNATIONAL ASSETS ADVISORY, LLC
INTERNATIONAL ASSETS ADVISORY CORPORATION | JANSEN WEALTH MANAGEMENT, LLC | INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645 / SEC#: 801-119029, 8-27736

RIA
Registered Investment Advisory firm - SEC (7/21/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
111 North Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
111 North Orange Avenue Suite 1000, Orlando, FL 32801
Phone number
(407) 254-1500
Established
Florida since 07/26/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

IAA FORM ADV PART 2A 1.30.2025 (1/31/2025)

Direct owners and executive officers

NamePositionCRD#
PECUNIA MANAGEMENT, LLCOWNER
COFRANCESCO, EDWARD RICHARDCEO2305035
LAMPMAN, MATTHEW EDWARDPRESIDENT/CHIEF OPERATING OFFICER6132493
MOORE, ANN KATHERINECHIEF BUSINESS DEVELOPMENT OFFICER5535928
NICHOLSON, MYRA PEARLECHIEF LEGAL OFFICER, CHIEF RISK OFFICER2740029
WEINBERGER, DAVID SREGISTERED OPTIONS PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF REGULATORY OFFICER2676116
WEISS, RICHARD JAYCHIEF COMPLIANCE OFFICER, CHIEF AML CCO2523174

Disclosures

Regulatory Event8
Arbitration2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645Tampa, FL 33626

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