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RIA / WealthAdvisorCertified Financial Planner36 years in industry

THOMAS EDWARD DUNDORF

Advisor at FAMILY WEALTH PARTNERS, LLC

Salem, SC | MATTHEWS, NC

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Search this name across graphsid dfx:ria:5ef03440-b464-7ec2-4d12-ea6cc37c671b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 31, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FAMILY WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 23, 1990
First registration: Dec 31, 2000
Dual registered: no
Other names: THOMAS E DUNDORF
IAPD individual key: 2080469

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FAMILY WEALTH PARTNERS, LLC	Independent wealth	Jan 1, 2026	n/a	yes	MATTHEWS, NC\|Salem, SC	Current employment
INDEPENDENT ADVISOR ALLIANCE, LLC	Independent wealth	Sep 28, 2016	Jan 26, 2022	no	Matthews, NC	Previous registration
EFFICIENT ADVISORS	Former SEC adviser	Feb 10, 2016	Aug 21, 2025	no	Matthews, NC\|MASON, OH	Previous registration
FAMILY WEALTH PARTNERS	n/a	Jan 11, 2010	Sep 28, 2016	no	MATTHEWS, NC	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Jan 20, 2005	Nov 18, 2009	no	MATTHEWS, NC\|CHARLOTTE, NC\|MATTHEWS, NC	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Jan 20, 2005	Jan 20, 2005	no	MATTHEWS, NC	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Dec 31, 2000	Jan 20, 2005	no	MATTHEWS, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EFFICIENT ADVISORS	INDEPENDENT ADVISOR ALLIANCE, LLC	Aug 21, 2025	Sep 28, 2016	-3,249	Firm change after gap	Other
INDEPENDENT ADVISOR ALLIANCE, LLC	FAMILY WEALTH PARTNERS, LLC	Jan 26, 2022	Jan 1, 2026	1,436	Firm change after gap	RIA to RIA
FAMILY WEALTH PARTNERS	EFFICIENT ADVISORS	Sep 28, 2016	Feb 10, 2016	-231	Firm change after gap	Other
UVEST FINANCIAL SERVICES GROUP, INC.	FAMILY WEALTH PARTNERS	Nov 18, 2009	Jan 11, 2010	54	Firm change	Other
MML INVESTORS SERVICES, LLC	UVEST FINANCIAL SERVICES GROUP, INC.	Jan 20, 2005	Jan 20, 2005	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
150144:168267:OH:2025-08-21	Aug 21, 2025	Sep 28, 2016	MASON, OH	Firm change after gap
168267:317764:NC:2022-01-26	Jan 26, 2022	Jan 1, 2026	MATTHEWS, NC	Firm change after gap
121030:150144:NC:2016-09-28	Sep 28, 2016	Feb 10, 2016	MATTHEWS, NC	Firm change after gap

Relationships

Registered with (6)

→ FAMILY WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ EFFICIENT ADVISORSRegistered adviserregistration: previous registration
Feb 10, 2016 to Aug 21, 2025factForm ADV
→ INDEPENDENT ADVISOR ALLIANCE, LLCRegistered adviserregistration: previous registration
Sep 28, 2016 to Jan 26, 2022factForm ADV
→ FAMILY WEALTH PARTNERSRegistered adviserregistration: previous registration
Jan 11, 2010 to Sep 28, 2016factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Jan 20, 2005 to Nov 18, 2009factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Dec 31, 2000 to Jan 20, 2005factForm ADV

Dated events

Occurred
Aug 21, 2025
Advisor changed firm
Thomas Edward Dundorf left Efficient Advisors for Independent Advisor Alliance, Llc (registered 2016-09-28)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2022
Advisor changed firm
Thomas Edward Dundorf left Independent Advisor Alliance, Llc for Family Wealth Partners, Llc (registered 2026-01-01)
Form ADVobserved 6 days ago