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3 Valley Square Suite 110, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
Branch Locations
Phoenixville, PA • United States
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 | 2018-08-16 |
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 |
|---|---|---|---|---|
| Stonex Securities Inc | Blue Bell | PA | 02/2012 | Present |
| Stonex Advisors Inc | Blue Bell | PA | 08/2018 | Present |
| Im Wealth Partners | Blue Bell | PA | 08/2026 | Present |
1) LAW OFFICE OF MICHAEL A CIANCI - 1204 CARRIAGE HILL DR, PHOENIXVILLE, PA 19460 NATURE OF BUSINESS: LAW PRACTICE INVESTMENT RELATED: NO BUSINESS POSITION: OWNER BUSINES DUTIES: WINDING UP DUE TO RETIREMENT BUSINESS START DATE: 05/01/2020 APPROX 0-2 HOURS SPENT ON THIS OBA; 0-2 SPENT MONTHLY DURING MARKET HOURS. 2) LAW OFFICE OF MICHAEL A CIANCI, LLC - 1204 CARRIAGE HILL DR, PHOENIXVILLE, PA 19460 NATURE OF BUSINESS: LAW PRACTICE INVESTMENT RELATED: NO BUSINESS POSITION: SOLE MEMBER BUSINESS DUTIES: PASSIVE OWNERSHIP BUSINESS START DATE: 02/2021 APPROX 0-2 HOURS SPENT ON THIS OBA MONTHLY; 0-2 SPENT MONTHLY DURING MARKET HOURS. 3) CIANCI TAX AND ACCOUNTING ENTERPRISES, INC. - 1204 CARRIAGE HILL DR, PHOENIXVILLE, PA 19460 NATURE OF BUSINESS: TAX PREPARATION INVESTMENT RELATED: NO BUSINESS POSITION: SHAREHOLDER/OWNER BUSINESS DUTIES: PASSIVE INVESTMENT OWNERSHIP BUSINESS START DATE: 03/2004 APPROX 0-4 HOURS SPENT ON THIS OBA MONTHLY; 0-4 SPENT MONTHLY DURING MARKET HOURS 4) FIXED INSURANCE SALES - 1204 CARRIAGE HILL DR, PHOENIXVILLE, PA 19460 NATURE OF BUSINESS: PASSIVE OWNERHSHIP, CASES ARE REFERRED OUT INVESTMENT RELATED: YES BUSINESS POSITION: SALES BUSINESS DUTIES: PASSIVE OWNERSHIP BUSINESS START DATE: 04/02/2012 0 HOURS SPENT ON THIS OBA MONTHLY 5) AUGUSTINE-CIANCI REAL ESTATE INVESTMENT CO - 1204 CARRIAGE HILL DR, PHOENIXVILLE, PA 19460 NATURE OF BUSINESS: PASSIVE REAL ESTATE INVESTMENT CO WITH NO HOLDINGS INVESTMENT RELATED: NO BUSINESS POSITION: MEMBER BUSINESS DUTIES: PASSIVE OWNERSHIP; ENTITY HAS BEEN DORMANT WITH NO ACTIVITY SINCE 12/31/2006 BUSINESS START DATE: 07/26/2006 0 HOURS SPENT ON THIS OBA MONTHLY 7) CIANCI FINANCIAL, LLC - 1204 CARRIAGE HILL DR, PHOENIXVILLE, PA 19460 NATURE OF BUSINESS: INVESTMENT SERVICES INVESTMENT RELATED: YES BUSINESS POSITION: THIS IS ALSO MY DBA AND I AM THE SOLE MEMBER BUSINESS DUTIES: THIS IS THE USE OF A DBA AND ALSO USED TO PAY MY EMPLOYEES. I AM ASSITED IN THE INVESTMNET RELATED DUTIES BY MY IM WEALTH PARTNERS AND ALSO MY EMPLOYEES AND HIRED LABOR. BUSINESS START DATE: 02/23/2021 APPROX 0-2 HOURS SPENT ON THIS OBA MONTHLY; 0-2 HOURS SPENT ON THIS OBA DURING MARKET HOURS. 8) Michael Cianci Basketball Sports Official - 1204 Carriage Hill Drive, Phoenixville, PA 19460 Nature of Business: I am a basketball official more for the mental health aspect, to give back to the community, and distraction from health issues. Investment Related: No Business Position: Basketball official Business Duties: I am a basketball official more for the mental health aspect, to give back to the community, and distraction from health issues. Business Start Date: 07/20/2023 Approx 2-3 hours spent on this OBA monthly, zero during market hours. 9) Liberty University - 1971 University Boulevard, Lynchburg, VA 24502 Nature of Business: Teaching online as an adjunct faculty member. Investment Related: No Business Position: Online Adjunct Professor Business Duties: Teaching online as an adjunct faculty member. Business Start Date: 11/14/2023 Approx 8 hours spent on this OBA monthly, 4 during market hours. 10) Adjunct Professor of Business and Economics - Ursinus College - 601 East Main Street, Collegeville, PA 19468 Nature of Business: I teach one class at Ursinus College on Mondays and Fridays from 12:00 p.m. to 1:15 p.m. beginning on August 24, 2026 and ending on December 16, 2026. Investment Related: No Business Position: Adjunct Professor Business Duties: This OBA involves teaching students about Organizational Behavior. Business Start Date: 08/24/2026 Approx 10 hours spent on this OBA monthly, 10 during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-16 |
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