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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 | 2023-08-08 |
Branch Locations
3 Valley Square, 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 | 07/2019 | Present |
| Avenue 365 Lending Services | Plymouth Meeting | PA | 06/2017 | 07/2019 |
| Summit Financial Group Inc | Huntingdon Valley | PA | 02/2017 | 06/2017 |
| Unemployed | Lansdale | PA | 07/2009 | 02/2017 |
| Stonex Advisors Inc | Blue Bell | PA | 08/2023 | Present |
| Im Wealth Partners | Blue Bell | PA | 05/2026 | Present |
Covenant Home Care - 151 Fairview Drive, Fieldcrest Building Lititz, PA 17543 Nature of Business: Healthcare Investment Related: No Business Position: Administrative Support Business Duties: Clerically ensure survey preparedness, ACH forms & i9s are entirely completed Business Start Date: 06/26/2025 Approximately 10 hours spent on this OBA monthly, with zero during market hours 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 and 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 | 2023-08-07 |
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