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Nathan Aaron Fulks

Family Wealth Partners, LLC

Matthews, NC

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Current Employers
Family Wealth Partners, Llc

2518 Plantation Center Drive, Matthews, NC 28105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-11
NC RA APPROVED 2022-01-24
  • TX RA
    APPROVED
    Since 2023-10-11
  • NC RA
    APPROVED
    Since 2022-01-24

Branch Locations

2518 Plantation Center Drive, Matthews, NC 28105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Family Wealth Counselors Of The Carolinas, Inc. Matthews NC 06/2015 01/2018
Efficient Advisors Philadelphia PA 05/2016 01/2018
Independent Advisor Alliance Matthews NC 09/2016 01/2022
Lpl Financial, Llc Matthews NC 09/2016 01/2022
Family Wealth Partners, Llc Matthews NC 01/2019 Present
Family Wealth Partners, Llc Matthews NC 01/2022 Present
  • 06/2015 → 01/2018
    Family Wealth Counselors Of The Carolinas, Inc.
    Matthews, NC
  • 05/2016 → 01/2018
    Efficient Advisors
    Philadelphia, PA
  • 09/2016 → 01/2022
    Independent Advisor Alliance
    Matthews, NC
  • 09/2016 → 01/2022
    Lpl Financial, Llc
    Matthews, NC
  • 01/2019 → Present
    Family Wealth Partners, Llc
    Matthews, NC
  • 01/2022 → Present
    Family Wealth Partners, Llc
    Matthews, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-03-29
S65 Uniform Investment Adviser Law Examination 2016-05-11
  • S63 Uniform Securities Agent State Law Examination
    2018-03-29
  • S65 Uniform Investment Adviser Law Examination
    2016-05-11
Designations

View on SEC IAPD

Other Firms

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EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Other Investors

ANUP A DESAI
Nadir Kabir Noorani
AFZAL SADRUDDIN MITHWANI
Ashton L Dufresne
Collin J Brantmeyer
Joseph A Marano
BRADLEY PHILLIP KELLEN
DAVID REID

Other Offices

NEXUS CAPITAL INC · MATTHEWS, NC
EDWARD JONES · MATTHEWS, NC
FOUNDERS FINANCIAL SECURITIES LLC · Matthews, NC
LPL ENTERPRISE, LLC · MATTHEWS, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Matthews, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MATTHEWS, NC
LPL ENTERPRISE, LLC · STALLING, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Charlotte, NC

More in Matthews, NC

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