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Advisor at ARAX ADVISORY PARTNERS
NEW YORK, NY | Andover, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ARAX ADVISORY PARTNERS | Bd affiliated wealth | Jul 20, 2026 | n/a | yes | NEW YORK, NY|Andover, MA | Current employment |
| U.S. CAPITAL WEALTH ADVISORS, LLC | Bd affiliated wealth | Oct 31, 2022 | Jul 20, 2026 | no | Andover, MA | Previous registration |
| PINNACLE PRIVATE WEALTH, LLC | Former SEC adviser | Mar 16, 2020 | Sep 8, 2022 | no | BURLINGTON, MA | Previous registration |
| BEAUMONT FINANCIAL PARTNERS LLC | Former SEC adviser | Feb 20, 2018 | Jun 26, 2019 | no | NEEDHAM, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 2, 1999 | Dec 31, 2017 | no | BOSTON, MA|FRAMINGHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. CAPITAL WEALTH ADVISORS, LLC | ARAX ADVISORY PARTNERS | Jul 20, 2026 | Jul 20, 2026 | 0 | Bulk transfer | Ibd to ibd |
| PINNACLE PRIVATE WEALTH, LLC | U.S. CAPITAL WEALTH ADVISORS, LLC | Sep 8, 2022 | Oct 31, 2022 | 53 | Firm change | RIA to ibd |
| BEAUMONT FINANCIAL PARTNERS LLC | PINNACLE PRIVATE WEALTH, LLC | Jun 26, 2019 | Mar 16, 2020 | 264 | Firm change | RIA to RIA |
| STRATEGIC ADVISERS LLC | BEAUMONT FINANCIAL PARTNERS LLC | Dec 31, 2017 | Feb 20, 2018 | 51 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170315:288199:MA:2022-09-08 | Sep 8, 2022 | Oct 31, 2022 | BURLINGTON, MA | Firm change |