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1331 17Th Street Suite 800, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-15 |
| TX | RA | APPROVED_RES | 2024-05-08 |
Branch Locations
5025 Boardwalk Drive Suite 200, Colorado Springs, CO 80919 • United States
1331 17Th Street Suite 800, Denver, CO 80202 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Parkland Securities | Ann Arbor | MI | 10/2012 | 11/2017 |
| Frier Planning Concepts, Inc. Dba Pathway Advisors Group | Colorado Springs | CO | 02/2002 | Present |
| Frier Planning Concepts, Inc. Dba Pathway Advisors Group | Colorado Springs | CO | 11/2017 | Present |
| Maia Wealth, Llc D/B/A Pathway Advisors Group | Denver | CO | 02/2021 | 02/2022 |
| Maia Wealth | Denver | CO | 05/2024 | Present |
1. FRIER PLANNING CONCEPTS INC - FIXED INSURANCE SALES. 2. 6/2022- FRIER INSURANCE PLANNING, LLC. PRESIDENT. SALE AND SERVICING OF MORTALITY LIFE INSURANCE PRODUCTS. 15 HOURS/MONTH. INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-11 |
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