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Current Employers
Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • LA RA
    APPROVED
    Since 2025-07-18
  • CA RA
    APPROVED
    Since 2025-06-18
  • CO RA
    APPROVED
    Since 2025-06-18
  • NY RA
    APPROVED
    Since 2025-06-18
  • TX RA
    APPROVED
    Since 2025-06-18
  • VA RA
    APPROVED
    Since 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

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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-29
  • S66 Uniform Combined State Law Examination
    2009-05-29
Designations

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