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2518 Plantation Center Drive, Matthews, NC 28105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2518 Plantation Center Drive, Matthews, NC 28105 • United States
Salem, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Counselors Of The Carolinas | Charlotte | NC | 02/2006 | 01/2022 |
| Family Wealth Partners Inc | Matthews | NC | 03/2005 | 01/2022 |
| Efficient Advisors, Llc | Philadelphia | PA | 02/2016 | 09/2016 |
| Lpl Financial, Llc | Matthews | NC | 09/2016 | 01/2022 |
| Independent Advisor Alliance, Llc | Charlotte | NC | 09/2016 | 01/2022 |
| Family Wealth Partners, Llc | Salem | SC | 01/2022 | Present |
| Family Wealth Partners, Llc | Salem | SC | 01/2003 | Present |
(1) FWP RE & FS, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start 08/29/2016 - No Time Spent - Sole member of LLC (2) Independent Registered Insurance Agent - Investment Related - At Reported Business Location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-23 |
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