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Current Employers
Frazier Financial Advisors, Llc

1690 West Lane Avenue Suite 280, Columbus, OH 43221 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-28
OH RA APPROVED 2018-04-30
  • TX RA
    APPROVED
    Since 2024-02-28
  • OH RA
    APPROVED
    Since 2018-04-30

Branch Locations

1690 West Lane Avenue Suite 280, Columbus, OH 43221 • 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
Pnc Investments Pittsburgh PA 01/2012 02/2018
Triad Advisors Norcross GA 03/2018 02/2021
Frazier Financial Advisors, Llc Columbus OH 02/2018 Present
Triad Advisors Norcross GA 02/2021 10/2022
Private Client Services Columbus OH 10/2022 Present
  • 01/2012 → 02/2018
    Pnc Investments
    Pittsburgh, PA
  • 03/2018 → 02/2021
    Triad Advisors
    Norcross, GA
  • 02/2018 → Present
    Columbus, OH
  • 02/2021 → 10/2022
    Triad Advisors
    Norcross, GA
  • 10/2022 → Present
    Private Client Services
    Columbus, OH
Previous Registrations
  • 2011-07-15 → 2018-02-01
    Marion, OH
    Marion, OH
    Bellefontaine, OH
    Dublin, OH
    Powell, OH
    Wooster, OH
    Columbus, OH
    Grove City, OH
    Wooster, OH
    Lewis Center, OH
    Fredericksburg, OH
    Rittman, OH
    Doylestown, OH
    Wooster, OH
    Orrville, OH
    Orrville, OH
    Dalton, OH
    Lewis Center, OH
    Bellefontaine, OH
    Marysville, OH
    Dublin, OH
    Dublin, OH
    Dublin, OH
Other Businesses

1) Mr. Houts is a registered representative with Private Client Services, LLC ("PCS"). PCS is a diversified financial services company engaged in the sale of specialized investment products. In this capacity, Mr. Houts may recommend securities or insurance products offered by PCS as part of a client's investment portfolio 2) Ash Brokerage. 888 S Harrison St, #900 Fort Wayne, IN 46802. BGA. Independent agent. 5 hrs/mo; 5 during trading hrs. 3) Financial Planning Association. 7385 State Route 3, Suite 52, Westerville, OH 43082. 4) Central Chapter of FPA. Board member, director of sponsorships. 4 hrs/mo; 2 during trading hrs. 5) Frazier Financial Advisors LLC. 1690 W Lane Ave, Suite 280, Columbus, OH 43221. RIA. 160 hrs/mo; 120 during trading hrs. 6) Upper Arlington Community Foundation; not investment related; 3200 Tremont Road, Upper Arlington, OH. 43221; Community foundation raising and distributing funds to support local needs; Member of the board; Member; Effective 01/01/2025; 10 hours per month; 5 hours during trading; Member of the board of trustees for the UA Community Foundation-helps provide governance, oversight and strategic direction

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-14
  • S66 Uniform Combined State Law Examination
    2011-07-14
Designations

View on SEC IAPD

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