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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
PA RA APPROVED 2025-04-09
  • PA RA
    APPROVED
    Since 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

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
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
  • 01/2022 → 07/2024
    Morgan Stanley Smith Barney Llc
    Philadelphia, PA
  • 07/2021 → 09/2021
    Philadelphia, PA
  • 08/2018 → 05/2021
    Trinity College
    Hartford, CT
  • 09/2017 → 05/2018
    Saint Joseph's University
    Philadelphia, PA
  • 09/2011 → 06/2017
    Germantown Academy
    Fort Washington, PA
  • 09/2021 → 12/2021
    Unemployed
    Lower Gwynedd, PA
  • 04/2023 → 07/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 04/2025 → Present
    Stonex Securities Inc
    Blue Bell, PA
  • 04/2025 → Present
    Blue Bell, PA
  • 07/2024 → 04/2025
    Unemployed
    Lower Gwynedd, PA
  • 05/2026 → Present
    Blue Bell, PA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-28
  • S66 Uniform Combined State Law Examination
    2022-05-28
Other Names
  • Vince S Capone

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