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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

Georgia Martin Adams

Advisor at ADVICE AND PLANNING SERVICES

Frisco, TX | Addison, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 13, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 13, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 23, 2026
First registration: Aug 13, 2002
Dual registered: yes, broker-dealer
Other names: MARTI FRAZER|GEORGIA M. ADAMS|MARTI ADAMS|GEORGIA M. ADAMS|GEORGIA ADAMS FRAZER|MARTI FRAZER|GEORGIA MARTIN ADAMS|Georgia M Adams
IAPD individual key: 4524701

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	May 25, 2026	n/a	yes	Frisco, TX\|Addison, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 23, 2021	Feb 1, 2024	no	WESTLAKE, TX	Previous registration
VOYA INVESTMENT MANAGEMENT CO. LLC	Asset manager	Jun 4, 2008	Nov 5, 2008	no	NEW YORK, NY	Previous registration
OLD MUTUAL CAPITAL	Former SEC adviser	Sep 12, 2007	Nov 21, 2007	no	SEATTLE, WA	Previous registration
J.P. MORGAN INVESTMENT MANAGEMENT INC.	Asset manager	Oct 11, 2005	Mar 20, 2006	no	NEW YORK, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 13, 2002	Feb 5, 2004	no	JERSEY CITY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ADVICE AND PLANNING SERVICES	Feb 1, 2024	May 25, 2026	844	Firm change after gap	Ibd to ibd
VOYA INVESTMENT MANAGEMENT CO. LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 5, 2008	Apr 23, 2021	4,552	Firm change after gap	Other
OLD MUTUAL CAPITAL	VOYA INVESTMENT MANAGEMENT CO. LLC	Nov 21, 2007	Jun 4, 2008	196	Firm change	Other
J.P. MORGAN INVESTMENT MANAGEMENT INC.	OLD MUTUAL CAPITAL	Mar 20, 2006	Sep 12, 2007	541	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN INVESTMENT MANAGEMENT INC.	Feb 5, 2004	Oct 11, 2005	614	Firm change after gap	Other

Relationships

Registered with (6)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
May 25, 2026 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 23, 2021 to Feb 1, 2024factForm ADV
→ VOYA INVESTMENT MANAGEMENT CO. LLCRegistered adviserregistration: previous registration
Jun 4, 2008 to Nov 5, 2008factForm ADV
→ OLD MUTUAL CAPITALRegistered adviserregistration: previous registration
Sep 12, 2007 to Nov 21, 2007factForm ADV
→ J.P. MORGAN INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Oct 11, 2005 to Mar 20, 2006factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 13, 2002 to Feb 5, 2004factForm ADV

Dated events

Occurred
Feb 1, 2024
Advisor changed firm
Georgia Martin Adams left Fidelity Personal And Workplace Advisors for Advice And Planning Services (registered 2026-05-25)
Form ADVobserved 5 days ago