David Scott Wilson | Financial Professional | Oklahoma City, Oklahoma | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Professional summary

David Scott Wilson is a registered financial advisor currently at INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC located in Oklahoma City, Oklahoma and INTERNATIONAL ASSETS ADVISORY, LLC located in Oklahoma City, Oklahoma.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. David has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 10/2017 - APPROX 80 HRS/MO - FEE BASED COMPENSATION 2) CHOICE FINANCIAL SERVICES, INC, D/B/A CHOICE WEALTH PARTNERS 13100 N. MACARTHUR BLVD. OKLAHOMA CITY, OK 73142 - DBA FOR FINANCIAL SERVICES BUSINESS - OWNER SINCE 01/01/1999 - APPROX 100 HRS/MO - NO COMPENSATION 3) INDEPENDENT INSURANCE AGENT 13100 N MACARTHUR OKLAHOMA CITY, OK 73142 - FIXED INSURANCE SALES - INDEPENDENT INSURANCE AGENT SINCE 03/10/2005 - APPROX 160 HRS/MO - COMMISSIONS 4) SMITH-WILSON INSURANCE 13100 N MACARTHUR OKLAHOMA CITY OK 73142 - FIXED INSURANCE SALES - AGENT SINCE 10/1995 - APPROX 40 HRS/MO - COMMISSIONS 5) USAF ACADEMY DENVER/COLORADO SPRINGS, CO - ACADEMY - ADMISSION LIASON OFFICER SINCE 06/05/2017 - APPROX 10 HRS/MO - VISIT HIGH SCHOOLS AND INTERVIEW PROSPECTIVE CANDIDATES FOR ACCEPTANCE - APPROX 10 HRS/MO - NO COMPENSATION 6) BULL SIX, LLC 1401 PEMBROKE DRIVE, EDMOND, OK - AIRCRAFT OWNERSHIP/MGMT - OWNER/MEMBER SINCE 03/2021 - APPROX 10-15 HRS/MO - NO COMPENSATION 7) EXPERIMENTAL AIRCRAFT ASSN., SUNDANCE AIRPORT, YUKON, OK 73099 - CHAPTER TREASURER SINCE 4/2022 - APPROX 5 HRS/MO - NO COMPENSATION 8) RED RIVER VALLEY FIGHTER PILOTS ASSN, 5753 HWY 85 N. #6353, CRESTVIEW, FL 32536 - TREASURER SINCE 02/2025 - APPROX 2 HR/MO - NO COMPENSATION 9) RED RIVER VALLEY ASSOCIATION VETERAN ASSOCIATION, 5753 HWY 85 N. #5343, CRESTVIEW, FL 32536 - TREASURER SINCE 08/2025 - APPROX 5 HRS/MO - NO COMPENSATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Scott Wilson'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 25, 2017 - Present

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Office #1: 13100 N. Macarthur Blvd, Oklahoma City, OK 73142

RIA

CRD#: 144426

OKLAHOMA CITY, OK

Current

October 25, 2017 - Present

INTERNATIONAL ASSETS ADVISORY, LLC

Office #1: 13100 N. Macarthur Blvd., Oklahoma City, OK 73142

RIA

BD

CRD#: 10645

Oklahoma City, OK

Past

October 29, 1999 - October 25, 2017

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

OKLAHOMA CITY, OK

Past

December 15, 1997 - October 25, 2017

VOYA FINANCIAL ADVISORS, INC.

BD

CRD#: 2882

OKLAHOMA CITY, OK

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 INVESTMENT MANAGEMENT, LLC

CRD#: 144426 / SEC#: 801-68114

RIA

Registered Investment Advisory firm - (7/5/2007 Approved)

New Jersey

Registered Investment Advisory firm - (9/7/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Alabama
(10/25/2017)

RR

Arkansas
(10/25/2017)

RR

California
(1/2/2024)

RR

Colorado
(10/25/2017)

RR

Florida
(10/25/2017)

RR

Georgia
(10/25/2017)

RR

Missouri
(10/25/2017)

RR

New Jersey
(1/3/2023)

RR

New Mexico
(4/13/2023)

RR

Oklahoma
(10/25/2017)

IAR

Oklahoma
(10/25/2017)

RR

Oregon
(10/25/2017)

RR

Tennessee
(10/25/2017)

RR

Texas
(10/25/2017)

RR

Utah
(12/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 12/10/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 10/27/2013

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 12/10/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

RR

FINRA

Current Firm

IA

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CRD#: 144426 / SEC#: 801-68114

RIA

Registered Investment Advisory firm - (7/5/2007 Approved)

New Jersey

Registered Investment Advisory firm - (9/7/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

111 North Orange Avenue Suite 1000, Orlando, FL 32801

Mailing Address

Phone number

(407) 254-1500

Established

Firm type

Fiscal year end

# of Employees

128

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAIM ADV ETCB PART 2A 7.01.2025 (7/7/2025)

IAIM ADV PART 2A 7.01.2025 (7/7/2025)

Regulatory assets under management

Total Number of Accounts	8,359
AUM (Assets Under Management)	$ 2,212,521,886

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.

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Advisor Monitoring

Firm Stability Insights

David S. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Scott Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERNATIONAL ASSETS ADVISORY, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/1999

Series 63

Date: 12/10/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/27/2013

Series 6

Date: 12/10/1997

FINRA

Current Firm

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

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