Alex Picone

Current Employers

Employment History

• 07/2022 → 06/2023
  Smbc Nikko Securities America, Inc.
  New York, NY
• 01/2014 → 01/2018
  Methacton High School
  Eagleville, PA
• 08/2018 → 06/2022
  Temple University
  Philadelphia, PA
• 01/2020 → 01/2021
  Costello Asset Management
  Bensalem, PA
• 07/2017 → 12/2018
  Im Wealth Partners
  Plymouth Meeting, PA
• 07/2023 → Present
  Stonex Securities Inc
  Blue Bell, PA
• 01/2024 → Present
  Stonex Advisors Inc
  Blue Bell, PA
• 05/2026 → Present
  Im Wealth Partners
  Blue Bell, PA

Other Businesses

1) IM Wealth Partners Inc. - 3 Valley Sq, #110, Blue Bell PA 19422 Nature of Business: DBA for Ian Meierdiercks Investment and Insurance business. Investment Related: Yes Business Position: Employee of business, which is DBA for Ian Meierdiercks Investment and Insurance business. Title: Paraplanner Business Duties: Assist Ian Meierdiercks in planning for client meetings Business Start Date: 08/01/2023 Approximately 160 hours spent on this OBA monthly, with all market hours spent. 2) IM Wealth Partners Investment Advisors LLC - 3 Valley Square, Ste 110, Blue Bell 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 monthly during market hours

Exams

• S66 Uniform Combined State Law Examination
  2023-12-19
• S63 Uniform Securities Agent State Law Examination
  2022-09-23