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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-09 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 01/2022 | 07/2024 |
| Morgan Stanley | Philadelphia | PA | 07/2021 | 09/2021 |
| Trinity College | Hartford | CT | 08/2018 | 05/2021 |
| Saint Joseph's University | Philadelphia | PA | 09/2017 | 05/2018 |
| Germantown Academy | Fort Washington | PA | 09/2011 | 06/2017 |
| Unemployed | Lower Gwynedd | PA | 09/2021 | 12/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | 07/2024 |
| Stonex Securities Inc | Blue Bell | PA | 04/2025 | Present |
| Stonex Advisors Inc | Blue Bell | PA | 04/2025 | Present |
| Unemployed | Lower Gwynedd | PA | 07/2024 | 04/2025 |
| Im Wealth Partners | Blue Bell | PA | 05/2026 | Present |
IM Wealth Partners Investment Advisors LLC - 3 Valley Square, Ste 110, Blue Bell, PA 19422 Nature of Business: 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 | 2022-05-28 |
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