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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frazier Wealth Strategies | Plano | TX | 12/2025 | Present |
| Ae Wealth Management Llc | Topeka | KS | 08/2026 | Present |
| Vineyard Vines | Frisco | TX | 01/2025 | 11/2025 |
| University Of Central Arkansas | Conway | AR | 01/2023 | 12/2024 |
| Trinity Valley Community College | Athens | TX | 06/2021 | 12/2022 |
| Frisco High School | Frisco | TX | 06/2018 | 05/2021 |
| Pioneer Heritage Middle School | Frisco | TX | 08/2015 | 05/2018 |
Frazier Wealth Strategies; Yes, Investment Related; 5151 Headquarters Dr., Suite 245, Plano, TX 75024; Insurance Sales; Insurance Agent; Start Date 12/2025; Approx. 80 hours a month; Approx. 70 hours during trading; Insurance Sales and Services. Estate planning document services: 5151 Headquarters Dr. Suite 245, Plano TX 75024 : Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 5 Hours during trading: 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-16 |
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