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Current Employers
Im Wealth Partners

3 Valley Square Suite 110, Blue Bell, PA 19422 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-15
  • PA RA
    APPROVED
    Since 2026-06-15

Branch Locations

3 Valley Square Suite 110, Blue Bell, PA 19422 • United States

Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-02-24
  • PA RA
    APPROVED
    Since 2017-02-24

Branch Locations

3 Valley Square Suite 110, Blue Bell, PA 19422 • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities, Inc. Plymouth Meeting PA 12/2004 02/2017
Stonex Securities Inc Blue Bell PA 02/2017 Present
Stonex Advisors Inc Blue Bell PA 02/2017 Present
Im Wealth Partners Blue Bell PA 05/2026 Present
  • 12/2004 → 02/2017
    Metlife Securities, Inc.
    Plymouth Meeting, PA
  • 02/2017 → Present
    Stonex Securities Inc
    Blue Bell, PA
  • 02/2017 → Present
    Blue Bell, PA
  • 05/2026 → Present
    Blue Bell, PA
Previous Registrations
  • 2008-03-06 → 2017-02-23
    Msi Financial Services, Inc.
    Plymouth Meeting, PA
    Plymouth Meeting, PA
    Plymouth Meeting, PA
    Exton, PA
    Newtown Square, PA
Other Businesses

1)Thomas J Porrecca Real Estate LLC 536 N Trooper Rd Family Business-Licensee Non-investment related Realtor PA Licensed Realtor-close out business should father become incapacitated 01/2005 zero hours spent on OBA 2)Aidan's Heart Foundation PO Box 72258, Thorndale, PA 19372 Charitable-Volunteer Non-investment related Secretary/Board Member Take notes/minutes at qtr board meetings, assit w/annual 5K event 05/2015 1-1.5 hours spent per month, 0 during market hours 3)Emerson Reid Health Insurance Wholesalers 1787 Sentry Pkwy W, VEVA 16 Ste 320, Blue Bell, PA 19422 Health Insurance for Small Business Non-investment related Broker Bring Emerson Reps into Business to put Health Ins or get BOR on existing plans 03/13/2017 Less than 2 hr spent per month, 0 hrs spent during market hrs. 4)Fixed Insurance Sales 3 Valley Square, Suite 110, Blue Bell, PA 19422 Advising and selling Fixed Insurance products Non-investment related Sales Rep Advise clients on Fixed Ins products in addition to other planning 04/12/2017 200 hrs devoted per month 8 hrs devoted during market hrs 6) IM Wealth Partners Investment Advisors LLC - 3 Valley Square, Ste 110, Blue Bell, PA 19422 Nature of Business: Starting Independent RIA Investment Related: Yes Business Position: IAR Business Duties: Operations, client advisory functions Business Start Date: 12/19/2025 Approx 160 hours spent on this OBA monthly during market hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-27
S63 Uniform Securities Agent State Law Examination 2003-10-01
  • S66 Uniform Combined State Law Examination
    2008-02-27
  • S63 Uniform Securities Agent State Law Examination
    2003-10-01

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