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3 Valley Square Suite 110, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-11 |
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 |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-08 |
| PA | RA | APPROVED | 2025-01-23 |
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 |
|---|---|---|---|---|
| Student | Villanova | PA | 08/2017 | 05/2021 |
| Student | London | KY | 08/2013 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 10/2021 |
| Northwestern Mutual Investment Services Llc | Philadelphia | PA | 10/2021 | 01/2024 |
| Harry Mentonis | Philadelphia | PA | 10/2021 | 01/2024 |
| Gary Bradford | Philadelphia | PA | 10/2021 | 01/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2021 | 10/2021 |
| Unemployed | Philadelphia | PA | 01/2024 | 07/2024 |
| Lpl Financial Llc | Mount Laurel | NJ | 07/2024 | 11/2024 |
| Stonex Securities Inc | London | KY | 01/2025 | Present |
| Unemployed | Philadelphia | PA | 12/2024 | 01/2025 |
| Stonex Advisors Inc | London | KY | 01/2025 | Present |
| Im Wealth Partners | Blue Bell | PA | 05/2026 | Present |
2) 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 Approximately 160 hours spent on this OBA; with all 160 spent during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-22 |
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