DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Georgia Martin Adams

Advice And Planning ServicesBD affiliatedFrisco, Tx dual registrantIAPD 4524701

Feed of 09/14/2026

Also filed as Marti Frazer

At current firm

0 y

since May 25, 2026

In the industry

24 y

since Aug 13, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Advice And Planning Services BD affiliated current
since May 25, 2026 · Frisco, Tx
Fidelity Personal And Workplace Advisors former
Apr 23, 2021 to Feb 1, 2024 · Westlake, Tx
Voya Investment Management Co. LLC asset manager
Jun 4, 2008 to Nov 5, 2008 · New York, Ny
Old Mutual Capital former
Sep 12, 2007 to Nov 21, 2007 · Seattle, Wa
J.P. Morgan Investment Management Inc. asset manager
Oct 11, 2005 to Mar 20, 2006 · New York, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 13, 2002 to Feb 5, 2004 · Jersey City, Nj

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Advice And Planning Services
left Feb 1, 2024, registered May 25, 2026 (844 days) · Affiliated broker-dealer or bank to another
Voya Investment Management Co. LLC to Fidelity Personal And Workplace Advisors
left Nov 5, 2008, registered Apr 23, 2021 (4552 days) · Other
Old Mutual Capital to Voya Investment Management Co. LLC
left Nov 21, 2007, registered Jun 4, 2008 (196 days) · Other
J.P. Morgan Investment Management Inc. to Old Mutual Capital
left Mar 20, 2006, registered Sep 12, 2007 (541 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Investment Management Inc.
left Feb 5, 2004, registered Oct 11, 2005 (614 days) · Other

Signals

Georgia Martin Adams left Fidelity Personal And Workplace Advisors for Advice And Planning Services (registered 2026-05-25)
Feb 1, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address