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3 Valley Square Suite 110, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-15 |
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
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-01 |
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