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Joseph Donald Curtis

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

Branch Locations

16020 Swingley Ridge Road, Suite 110, 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
Bmo Harris Bank St Louis MO 11/2013 02/2018
Bmo Harris Financial Advisors St Louis MO 01/2014 02/2018
Summit Wealth Strategies Chesterfield MO 02/2018 07/2025
Arax Advisory Partners, Llc Denver CO 08/2025 Present
  • 11/2013 → 02/2018
    Bmo Harris Bank
    St Louis, MO
  • 01/2014 → 02/2018
    Bmo Harris Financial Advisors
    St Louis, MO
  • 02/2018 → 07/2025
    Summit Wealth Strategies
    Chesterfield, MO
  • 08/2025 → Present
    Arax Advisory Partners, Llc
    Denver, CO
Previous Registrations
  • 2018-03-22 → 2025-12-26
    Summit Wealth Strategies
    Chesterfield, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-22
S63 Uniform Securities Agent State Law Examination 2009-12-22
  • S65 Uniform Investment Adviser Law Examination
    2018-03-22
  • S63 Uniform Securities Agent State Law Examination
    2009-12-22
Other Names
  • Joe Donald Curtis

View on SEC IAPD

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Other Investors

MICHAEL CHRISTOPHER CARROLL
KERRY D ROGERS
MATTHEW EDWARD FITZGERALD
PATRICK DONLAN
JAMES MATTHEW MUCCIGROSSO
Jason Alan Cummings
Thomas Christopher Self
JACOB DANIEL STANSFIELD

Other Offices

CARROLL WEALTH MANAGEMENT INC. · CHESTERFIELD, MO
PRINCIPAL SECURITIES, INC. · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO
SMITH, MOORE & CO. · CHESTERFIELD, MO
EDWARD JONES · Chesterfield, MO
IMPACT PARTNERSHIP WEALTH, LLC · Chesterfield, MO
MBM WEALTH CONSULTANTS, LLC · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO

More in Chesterfield, MO

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