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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 2026-05-18
  • PA RA
    APPROVED
    Since 2026-05-18

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 2016-06-30
  • PA RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2016 → 05/2026
    Blue Bell, PA
  • 05/2026 → Present
    Im Wealth Partners Investment Advisors Llc
    Blue Bell, PA
  • 10/2003 → Present
    Stonex Securities Inc
    Blue Bell, PA
Previous Registrations
  • 2005-05-09 → 2016-06-30
    Intl Advisory Consultants Inc.
    Blue Bell, PA
  • 2001-06-06 → 2003-10-09
    Voorhees, NJ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-30
S63 Uniform Securities Agent State Law Examination 1999-04-08
  • S65 Uniform Investment Adviser Law Examination
    1999-11-30
  • S63 Uniform Securities Agent State Law Examination
    1999-04-08
Other Names
  • Ian Meierdiercks

View on SEC IAPD

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