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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED_RES | 2024-01-04 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Frazier Financial Services | Bethalto | IL | 01/1997 | Present |
| First National Bank In Staunton | Bethalto | IL | 12/2000 | 01/2018 |
| Lpl Financial Llc | Bethalto | IL | 11/2009 | 01/2018 |
| Woodbury Financial Services Inc | Bethalto | IL | 01/2018 | 07/2022 |
| Grove Point Investments Llc | Rockville | MD | 07/2022 | Present |
| Grove Point Advisors Llc | Rockville | MD | 07/2022 | Present |
| Lpl Financial Llc | Bethalto | IL | 01/2024 | Present |
1.01/04/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Frazier Financial Services INC; Investment Related; at Reported Business Location(s); Start Date 11/28/2017; 160hrs/mth; 40hrs during trading 2.01/04/2024; Frazier Tax Services, INC; Tax Prep/Accounting/CPA; Investment Related; Bethalto,IL; Start Date 01/01/2016; 160hrs/mth; 10hrs during trading 3.01/17/2024; Schedule E on personal return; Real Estate Rental; Investment Related; 128 W Bethalto Blvd,Bethalto; Start Date 01/17/2024; 1hrs/mth; 0hrs during trading 4.04/28/2026; Toddle Towne Daycare Centers; For-Profit Board Member; Not Investment Related; East Alton,IL; Start Date 03/04/2026; 1hrs/mth; 1hrs during trading 5.07/09/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Frazier Financial Services LLC; Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 100hrs/mth; 100hrs during trading 6.07/09/2026; GOFrazier Holding LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 4hrs/mth; 0hrs during trading 7.07/28/2026; Frazier Tax Services LLC; Tax Prep/Accounting/CPA; Not Investment Related; Bethalto,IL; Start Date 07/01/2026; 40hrs/mth; 4hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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