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RIA / WealthAdvisorCertified Financial Planner20 years in industry

DANIELLE LA NISE FRAZIER

Advisor at CAPTRUST

The Woodlands, TX

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Search this name across graphsid dfx:ria:c5f4c3c3-738f-9481-d2d1-6ad3837dcc03

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2014 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 12, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 12, 2006
First registration: Jan 7, 2014
Dual registered: no
IAPD individual key: 5130083

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
Captrust	Institutional manager	Jun 26, 2026	n/a	yes	The Woodlands, TX	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Nov 1, 2018	Dec 31, 2020	no	Houston, TX	Previous registration
HFG WEALTH MANAGEMENT, LLC	Independent wealth	Jun 26, 2018	Oct 9, 2018	no	THE WOODLANDS, TX	Previous registration
CROSSMARK WEALTH MANAGEMENT, LLC	Mixed wealth	Jul 31, 2017	Jul 30, 2018	no	HOUSTON, TX	Previous registration
CROSSMARK GLOBAL INVESTMENTS, INC.	Mixed wealth	Jan 7, 2014	Jul 30, 2018	no	HOUSTON, TX	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
MERCER GLOBAL ADVISORS INC.	Captrust	Dec 31, 2020	Jun 26, 2026	2,003	Firm change after gap	Other
HFG WEALTH MANAGEMENT, LLC	MERCER GLOBAL ADVISORS INC.	Oct 9, 2018	Nov 1, 2018	23	Firm change	RIA to RIA
CROSSMARK GLOBAL INVESTMENTS, INC.	CROSSMARK WEALTH MANAGEMENT, LLC	Jul 30, 2018	Jul 31, 2017	-364	Firm change after gap	Other
CROSSMARK WEALTH MANAGEMENT, LLC	HFG WEALTH MANAGEMENT, LLC	Jul 30, 2018	Jun 26, 2018	-34	Firm change after gap	Other

Relationships

Registered with (5)

→ CAPTRUSTRegistered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Nov 1, 2018 to Dec 31, 2020factForm ADV
→ HFG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 26, 2018 to Oct 9, 2018factForm ADV
→ CROSSMARK GLOBAL INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 7, 2014 to Jul 30, 2018factForm ADV
→ CROSSMARK WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 31, 2017 to Jul 30, 2018factForm ADV

Dated events

No dated event names this entity yet.