Ian Fritz

Current Employers

Employment History

• 06/2015 → 06/2017
  Complete Facility Services
  Dallas, TX
• 06/2017 → 08/2017
  Prestige Maintenance
  Dallas, TX
• 07/2017 → 02/2018
  Bedrock Logistics
  Dallas, TX
• 02/2018 → 12/2018
  Member's Building Maintenance
  Dallas, TX
• 12/2018 → 03/2022
  J.P. Morgan Securities Llc
  Dallas, TX
• 12/2018 → 03/2022
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 04/2022 → 06/2023
  Fisher Investments
  Plano, TX
• 07/2026 → Present
  Sullivan Financial Partners
  Southlake, TX
• 07/2026 → Present
  Triad Wealth Partners
  Lawrence, KS
• 03/2024 → 06/2026
  Cain Financial Solutions
  Plano, TX
• 06/2023 → 03/2024
  Unemployed
  Mckinney, TX

Previous Registrations

• 2022-06-01 → 2023-06-15
  Fisher Investments
  Plano, TX
  Plano, TX

Other Businesses

Name of other Business: Preservation Retirement Services; Investment Related: Yes; 22710 Fairview Center Dr., Fairview Park, OH 44126; Nature of Business: Insurance Sales; Position/Title: Insurance Agent; Start Date: July 2026; Approximate Number of hours/month: Varies per month, represents a material amount of time; During trading hours: Varies; Duties relating to business: Service and Sales of Insurance lines including health and life insurance and annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-01
• S63 Uniform Securities Agent State Law Examination
  2019-02-28

Other Names

• Ian Z Fritz
• Ian Fritz
• Ian Zachary Fritz