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

Sep 10, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S63|S65

First exam

Sep 10, 1993

First registration

Oct 20, 2004

Dual registered

yes, broker-dealer

Other names

GERI DONLEY|GERI ANN DONLEY

IAPD individual key

1691590

• Occurred

  Jan 4, 2022
  Advisor changed firm

  Geri Ann Mira left Ubs Financial Services Inc. for Transcend Capital Advisors, Llc (registered 2023-08-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:92280c17-6fba-dce2-9069-0d478d45d616

First observed

Oct 20, 2004

Last observed

Sep 15, 2026 6 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.