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
Deborah Kay Edwards
Certified Financial Planner
Feed of 09/14/2026
Also filed as Deborah K. Edwards
At current firm
1 y
since Aug 7, 2025
In the industry
22 y
since Apr 21, 2004 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Arax Advisory Partners BD affiliated currentsince Aug 7, 2025 · New York, Ny
- Summit Wealth Strategies formerJun 20, 2016 to Dec 26, 2025 · Chesterfield, Mo
- Equitable Advisors, LLC national BDJun 14, 2004 to Jun 14, 2016 · Creve Coeur, Mo
Moves
a registration end followed by a registration begin elsewhere
- Summit Wealth Strategies to Arax Advisory Partnersleft Dec 26, 2025, registered Aug 7, 2025 (-141 days) · RIA to RIA · moved with a team
- Equitable Advisors, LLC to Summit Wealth Strategiesleft Jun 14, 2016, registered Jun 20, 2016 (6 days) · Other
Signals
- Deborah Kay Edwards left Summit Wealth Strategies for Arax Advisory Partners (registered 2025-08-07)Dec 26, 2025 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address