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Ryan R Knight

Family Wealth Partners, LLC

Matthews, NC

CRD 7570485

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Employer firm

Family Wealth Partners, LLC CRD 317764

$392M regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Family Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-08-07
  • NC RA
    APPROVED
    Since 2023-08-07

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 Partners, Llc Matthews NC 06/2023 Present
Wells Fargo Advisors Charlotte NC 05/2022 08/2022
Founders Federal Credit Union Lancaster SC 05/2021 08/2021
Liberty University Lynchburg VA 08/2019 05/2023
Pelican's Snoballs Lancaster SC 05/2018 08/2020
Lancaster County School District Lancaster SC 05/2013 09/2019
  • 06/2023 → Present
    Matthews, NC
  • 05/2022 → 08/2022
    Wells Fargo Advisors
    Charlotte, NC
  • 05/2021 → 08/2021
    Founders Federal Credit Union
    Lancaster, SC
  • 08/2019 → 05/2023
    Liberty University
    Lynchburg, VA
  • 05/2018 → 08/2020
    Pelican's Snoballs
    Lancaster, SC
  • 05/2013 → 09/2019
    Lancaster County School District
    Lancaster, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-07
  • S65 Uniform Investment Adviser Law Examination
    2023-08-07

View on SEC IAPD

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