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1690 West Lane Avenue Suite 280, Columbus, OH 43221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED | 2024-02-28 |
| OH | RA | APPROVED | 2015-02-13 |
Branch Locations
1690 West Lane Avenue Suite 280, Columbus, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 09/2013 | 10/2022 |
| Frazier Financial Advisors | Dublin | OH | 09/2013 | Present |
| Private Client Services | Columbus | OH | 10/2022 | Present |
1) Mr. Foor 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. 2) Frazier Financial Advisors, LLC. 1690 West Lane Avenue, Suite 280, Columbus, OH 43221. RIA. 160 hrs/mo; 8 during trading hrs. 3) Tax Preparation at Frazier Financial Advisors, LLC. 1690 West Lane Avenue, Suite 280, Columbus, OH 43221. Tax preparation for clients of Frazier Financial Advisors. Prepare tax returns. 20 hrs/mo; 20 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-13 |
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