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2518 Plantation Center Drive, Matthews, NC 28105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| NC | RA | APPROVED | 2022-01-24 |
Branch Locations
2518 Plantation Center Drive, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2015 | 10/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2015 | 10/2020 |
| Lpl Financial, Llc | Matthews | NC | 11/2020 | 01/2022 |
| Independent Advisor Alliance | Matthews | NC | 10/2020 | 01/2022 |
| Family Wealth Partners, Llc | Matthews | NC | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-22 |
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