DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Thomas Edward Dundorf

Family Wealth Partners, LLCindependent RIASalem, Sc IA-onlyIAPD 2080469

Certified Financial Planner

Feed of 09/14/2026

Also filed as Thomas E Dundorf

At current firm

0 y

since Jan 1, 2026

In the industry

36 y

since Aug 23, 1990 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Family Wealth Partners, LLC independent RIA current
since Jan 1, 2026 · Matthews, Nc
Independent Advisor Alliance, LLC independent RIA
Sep 28, 2016 to Jan 26, 2022 · Matthews, Nc
Efficient Advisors former
Feb 10, 2016 to Aug 21, 2025 · Matthews, Nc
Family Wealth Partners unclassified
Jan 11, 2010 to Sep 28, 2016 · Matthews, Nc
Uvest Financial Services Group, Inc. unclassified
Jan 20, 2005 to Nov 18, 2009 · Matthews, Nc
Uvest Financial Services Group, Inc. unclassified
Jan 20, 2005 to Jan 20, 2005 · Matthews, Nc
MML Investors Services, LLC BD affiliated
Dec 31, 2000 to Jan 20, 2005 · Matthews, Nc

Moves

a registration end followed by a registration begin elsewhere

Efficient Advisors to Independent Advisor Alliance, LLC
left Aug 21, 2025, registered Sep 28, 2016 (-3249 days) · Other · moved with a team
Independent Advisor Alliance, LLC to Family Wealth Partners, LLC
left Jan 26, 2022, registered Jan 1, 2026 (1436 days) · RIA to RIA · moved with a team
Family Wealth Partners to Efficient Advisors
left Sep 28, 2016, registered Feb 10, 2016 (-231 days) · Other · moved with a team
Uvest Financial Services Group, Inc. to Family Wealth Partners
left Nov 18, 2009, registered Jan 11, 2010 (54 days) · Other
MML Investors Services, LLC to Uvest Financial Services Group, Inc.
left Jan 20, 2005, registered Jan 20, 2005 (0 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address