Evan Boling has been an investment adviser representative at IM Wealth Partners Investment Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
IM Wealth Partners Investment Advisors LLC is a Blue Bell, PA firm with $124M under management, 17 clients and 8 advisers in one office, as of its September 2026 filing.
Evan Boling’s longest registration is the current one, 1 year at Stonex Advisors Inc. since 2025.
- IM Wealth PartnersCurrent– present · under a yearRichmond, KY · Adviser representative · Firm CRD 307379
- Stonex Advisors Inc.Also current– present · 1 yearAdviser representative · Firm CRD 174182
Investment adviser representative registrations
Evan Boling is registered as an investment adviser representative in 2 states. The first approvals date from January 2025; the most recent is Kentucky, in April 2026.
- KentuckySince 8 April 2026
- PennsylvaniaSince 23 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 March 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 December 2021 |
| Series 7TO | General Securities Representative Examination | 8 December 2021 |
| SIE | Securities Industry Essentials Examination | 1 November 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7373997
- Firm
- IM Wealth Partners Investment Advisors · CRD 307379
- Office
- Richmond, KY
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Evan Boling work?
Evan Boling is an investment adviser representative registered through IM Wealth Partners Investment Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Evan Boling a financial advisor?
Yes. Evan Boling has a current investment-adviser registration in Kentucky and Pennsylvania, through IM Wealth Partners Investment Advisors since June 2026.
How many years of experience does Evan Boling have?
Evan Boling has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Evan Boling passed?
Evan Boling has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in November 2021.
Where is Evan Boling based?
Evan Boling’s registered office is in Richmond, KY.
Is Evan Boling registered with FINRA?
Yes. Evan Boling has a current broker registration, under CRD 7373997.
Source: FINRA BrokerCheck
How can I verify Evan Boling’s record?
Search CRD 7373997 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Evan Boling’s full registration record.
- Andy ArmstrongChief Compliance Officer
Ian MeierdiercksCEO/Managing Member