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3 Valley Square Suite 110, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-18 |
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 | 2016-06-30 |
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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Advisors Inc | Blue Bell | PA | 06/2016 | 05/2026 |
| Im Wealth Partners Investment Advisors Llc | Blue Bell | PA | 05/2026 | Present |
| Stonex Securities Inc | Blue Bell | PA | 10/2003 | Present |
1.) FIXED INSURANCE SALES; NOT INVESTMENT RELATED; 3 VALLEY SQUARE, STE 110, BLUE BELL PA. 19422; FIXED INSURANCE PRODUCT SALES; SALES REP; 2004; 100 HOURS PER MONTH; 4 DURING SEC TRADING HOURS; ADVISE CLIENTS ON AND SELLING FIXED INSURANCE PRODUCTS. 2.) BLOCS Scholarship #2 LLC. | 555 Croton Rd. STE. 310 King of Prussia, PA. 19406 | Nature of Business: Scholarship Program for Children's School | NON-investment Related | Limited Partner | Duties: Member of LLC |Start Date: 10/19/2015 | 0 hrs/month | 0 market hrs 3.) IM Wealth Partners Insurance LLC 3 Valley Square, Suite 110, Blue Bell, PA 19422 Collect my fixed insurance commissions (segregate from investment & advisory fee/commissions) Non-investment related Owner Perform duties of an owner/operator of LLC 03/01/2019 1 hour per month, 0 hours during market hours 4.) Cape May Vacation, LLC; NOT investment related; Cape May, NJ; real estate - vacation home; sole member of LLC; 10/25/2024; 0 hrs/month; no duties/responsibilities - using sole member LLC to own personal vacation home
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-08 |
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