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Brian Joseph Durkin

Arax Advisory Partners

New York, NY

Marshfield, MA

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Current Employers
Arax Advisory Partners

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-03
MA RA APPROVED 2026-07-02
OH RA APPROVED 2026-02-04
  • NY RA
    APPROVED
    Since 2026-07-03
  • MA RA
    APPROVED
    Since 2026-07-02
  • OH RA
    APPROVED
    Since 2026-02-04

Branch Locations

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

Marshfield, MA • 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
Braver Wealth Management Needham MA 03/2015 01/2017
Adviser Investments, Llc Newton MA 02/2017 07/2017
Lake Street Advisors Group, Llc Portsmouth NH 09/2017 05/2024
Gries Financial Partners Cleveland OH 05/2024 01/2026
The 4100 Group Lansing MI 12/2024 01/2026
Arax Advisory Partners, Llc Denver CO 02/2026 Present
Bull Harbor Capital Bethesda MD 02/2022 Present
  • 03/2015 → 01/2017
    Braver Wealth Management
    Needham, MA
  • 02/2017 → 07/2017
    Adviser Investments, Llc
    Newton, MA
  • 09/2017 → 05/2024
    Lake Street Advisors Group, Llc
    Portsmouth, NH
  • 05/2024 → 01/2026
    Gries Financial Partners
    Cleveland, OH
  • 12/2024 → 01/2026
    The 4100 Group
    Lansing, MI
  • 02/2026 → Present
    Arax Advisory Partners, Llc
    Denver, CO
  • 02/2022 → Present
    Bull Harbor Capital
    Bethesda, MD
Previous Registrations
  • 2024-05-22 → 2026-02-06
    Cleveland, OH
    Marshfield, MA
  • 2024-07-29 → 2026-02-06
    Cleveland, OH
    Marshfield, MA
  • 2017-11-28 → 2024-05-03
    Lake Street Advisors
    Boston, MA
    Portsmouth, NH
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-28
S63 Uniform Securities Agent State Law Examination 2001-05-25
  • S65 Uniform Investment Adviser Law Examination
    2017-11-28
  • S63 Uniform Securities Agent State Law Examination
    2001-05-25
Other Names
  • Brian J Durkin

View on SEC IAPD

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