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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-18 |
| CA | RA | APPROVED | 2025-06-18 |
| CO | RA | APPROVED | 2025-06-18 |
| NY | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED | 2025-06-18 |
| VA | RA | APPROVED | 2025-06-18 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
2000 Kaliste Saloom Road, Suite 100, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Lafayette | LA | 08/2012 | 06/2025 |
| Elevation Point Wealth Partners, Llc | Lafayette | LA | 06/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
1. Elevation Point Wealth Partners. Investment related. At registered location. RIA. Financial Advisor. Start date: 06/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Saw Palmetto LLC. Investment related. 4400 Ambassador Caffery Pkwy, Ste A PMB 240, Lafayette, LA 70508. Real Estate. Member Manager. Start date: 05/2022. 1 hr/month; not during trading hours. Manager of real estate investments. 3. Arecaceae LLC. Not investment related. 732 S 6th Street, Ste R, Las Vegas, NV 89101. Holding Company. Member Manager. Start date: 05/2022. 1 hr/month; not during trading hours. Manager of holding company. 4. Sable Palm, LLC. Not Investment Related. At Reported Location. Holding Company. Owner. 5/2022. 1 Hr/Mo; 0 During Trading Hours. Holding Company for Real Estate. 5. Fixed Insurance. Investment Related. At Reported Location. Fixed Insurance. Agent. 6/2025. 1 Hr/Mo; All During Trading Hours. Provide Insurance Advice to Clients. Pampel, LLC Mr. Frayard is the Owner/Managing Member of Pampel, LLC, located at 2000 Kaliste Saloom Rd, Ste 100, Lafayette, LA 70508. This activity began on June 18, 2025. This LLC was established to receive his income from the advisory business and to hold his ownership share. This activity is considered investment-related. He receives income from his advisory business through this LLC and devotes approximately 5 hours per month to this activity, with 0 hours occurring during securities trading hours. 232-Help Mr. Frayard serves as a Board Member for 232-Help, a non-profit community outreach organization located at 1005 Jefferson St, Lafayette, LA 70501. This activity began on September 26, 2024, and is not investment-related. He devotes less than 1 hour per month, with no time spent during securities trading hours. This is a non-compensated position and he has no ownership interest. Acadiana Symphony Orchestra & Conservatory of Music Mr. Frayard serves as a Board Member for the Acadiana Symphony Orchestra & Conservatory of Music, a non-profit organization located at 412 Travis St, Lafayette, LA 70503. This activity began on June 1, 2025, and is not investment-related. He devotes less than 1 hour per month, with no time spent during securities trading hours. This is a non-compensated position and he has no ownership interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-29 |
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