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Adam William Bippen

Arax Advisory Partners

Chesterfield, MO

New York, NY

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Current Employers
Arax Advisory Partners

10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-08-05
  • MO RA
    APPROVED
    Since 2025-08-05

Branch Locations

16020 Swingley Ridge Road, Chesterfield, MO 63017 • United States

10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Missouri Columbia MO 08/2016 06/2017
Movehq Bridgeton MO 06/2017 08/2017
University Of Missouri Columbia MO 08/2017 06/2018
Movehq Bridgeton MO 06/2018 08/2018
University Of Missouri Columbia MO 08/2018 06/2019
Summit Wealth Strategies Chesterfield MO 06/2019 08/2019
University Of Missouri Columbia MO 08/2019 05/2020
Summit Wealth Strategies Chesterfield MO 06/2020 07/2025
Arax Advisory Partners Denver CO 08/2025 Present
  • 08/2016 → 06/2017
    University Of Missouri
    Columbia, MO
  • 06/2017 → 08/2017
    Movehq
    Bridgeton, MO
  • 08/2017 → 06/2018
    University Of Missouri
    Columbia, MO
  • 06/2018 → 08/2018
    Movehq
    Bridgeton, MO
  • 08/2018 → 06/2019
    University Of Missouri
    Columbia, MO
  • 06/2019 → 08/2019
    Summit Wealth Strategies
    Chesterfield, MO
  • 08/2019 → 05/2020
    University Of Missouri
    Columbia, MO
  • 06/2020 → 07/2025
    Summit Wealth Strategies
    Chesterfield, MO
  • 08/2025 → Present
    Arax Advisory Partners
    Denver, CO
Previous Registrations
  • 2021-04-20 → 2025-12-26
    Summit Wealth Strategies
    Chesterfield, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-20
  • S65 Uniform Investment Adviser Law Examination
    2021-04-20

View on SEC IAPD

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