Stephen Michael Ference

Employer firm

Im Wealth Partners CRD 307379

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Stonex Securities Inc
  Blue Bell, PA
• 01/2017 → Present
  Stonex Advisors Inc
  Blue Bell, PA
• 05/2026 → Present
  Im Wealth Partners
  Blue Bell, PA

Previous Registrations

• 2011-04-11 → 2011-11-15
  Cetera Wealth Services, Llc
  King Of Prussia, PA
• 2010-07-20 → 2011-03-14
  Msi Financial Services, Inc.
  Plymouth Meeting, PA

Other Businesses

IM Wealth Partners Investment Advisors LLC - 3 Valley Square, Ste 110, Blue Bell, PA 19422 Nature of Business: Employee of independent RIA Investment Related: Yes Business Position: IAR Business Duties: Operations and client fiduciary functions Business Start Date: 05/19/2026 Approximately 160 hours spent on this OBA; with all 160 spent during market hours

Exams

• S66 Uniform Combined State Law Examination
  2017-10-18
• S65 Uniform Investment Adviser Law Examination
  2010-06-24
• S63 Uniform Securities Agent State Law Examination
  2010-02-09

Other Names

• Stephen Ference
• Stephen Michael Ference
• Stephen Michael Ference