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.

Current firm

ARAX ADVISORY PARTNERS

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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 16, 2019

First registration

Apr 23, 2019

Dual registered

no

Other names

TRISHA KOONTZ|Trisha Kay Addis|Trish Kay Koontz

IAPD individual key

6885413

• Occurred

  Dec 26, 2025
  Advisor changed firm

  Trisha Kay Koontz left Summit Wealth Strategies for Arax Advisory Partners (registered 2025-08-06)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:78a927db-efe6-e96a-262d-eea04dc58b09

First observed

Apr 23, 2019

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.