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2937 Route 611 Suite 15C, Tannersville, PA 18372 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-04-05 |
Branch Locations
2937 Route 611 Suite 15C, Tannersville, PA 18372 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ron Frazier Dba Frazier Wealth Management | Tannersville | PA | 01/2014 | 12/2018 |
| Frazier Group Financial Services, Llc Dba Frazier Wealth Managem | Tannersville | PA | 01/2021 | Present |
| Ez1040 Tax Service | Tannersville | PA | 01/2019 | 12/2020 |
I'm an Enrolled Agent, and owner of EZ1040 Tax Service engaged in Tax Preparation and Tax Resolution Services. Located at 2937 Route 611 Tannersville, PA 18372 - This business was stated in December 2014
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-06 |
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