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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 2026-06-11
  • PA RA
    APPROVED
    Since 2026-06-11

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
KY RA APPROVED 2026-04-08
PA RA APPROVED 2025-01-23
  • KY RA
    APPROVED
    Since 2026-04-08
  • PA RA
    APPROVED
    Since 2025-01-23

Branch Locations

London, KY • 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

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
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
  • 08/2017 → 05/2021
    Student
    Villanova, PA
  • 08/2013 → 08/2017
    Student
    London, KY
  • 07/2021 → 10/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2021 → 01/2024
    Northwestern Mutual Investment Services Llc
    Philadelphia, PA
  • 10/2021 → 01/2024
    Harry Mentonis
    Philadelphia, PA
  • 10/2021 → 01/2024
    Gary Bradford
    Philadelphia, PA
  • 07/2021 → 10/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2024 → 07/2024
    Unemployed
    Philadelphia, PA
  • 07/2024 → 11/2024
    Lpl Financial Llc
    Mount Laurel, NJ
  • 01/2025 → Present
    Stonex Securities Inc
    London, KY
  • 12/2024 → 01/2025
    Unemployed
    Philadelphia, PA
  • 01/2025 → Present
    London, KY
  • 05/2026 → Present
    Blue Bell, PA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2021-12-22
  • S66 Uniform Combined State Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2021-12-22
Designations
Other Names
  • Evan Boling

View on SEC IAPD

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