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Advisor at STONEX ADVISORS INC.
BIRMINGHAM, AL | BLUE BELL, PA | Blue Bell, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IM WEALTH PARTNERS | Independent wealth | Jun 15, 2026 | n/a | yes | BLUE BELL, PA | Current employment |
| STONEX ADVISORS INC. | Bd affiliated wealth | Feb 24, 2017 | n/a | yes | Blue Bell, PA|BIRMINGHAM, AL | Current employment |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 6, 2008 | Feb 23, 2017 | no | PLYMOUTH MEETING, PA|PLYMOUTH MEETING, PA|PLYMOUTH MEETING, PA|EXTON, PA|NEWTOWN SQUARE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MSI FINANCIAL SERVICES, INC. | STONEX ADVISORS INC. | Feb 23, 2017 | Feb 24, 2017 | 1 | Firm change | Other |