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

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Oct 22, 2015

First registration

Jan 16, 2019

Dual registered

no

IAPD individual key

6213992

• Occurred

  Jan 8, 2023
  Advisor changed firm

  Matthew Steven Borriello left Fidelity Personal And Workplace Advisors for Transcend Capital Advisors, Llc (registered 2023-01-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d83e4886-1b1a-5e13-34ad-176829cec5f0

First observed

Jan 16, 2019

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.