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Trisha Kay Koontz

Arax Advisory Partners

New York, NY

Chesterfield, MO

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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 2025-08-06
  • MO RA
    APPROVED
    Since 2025-08-06

Branch Locations

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

16020 Swingley Ridge Road, Suite 110, Chesterfield, MO 63017 • 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
Commerce Brokerage Services, Nc. Saint Louis MO 11/2017 04/2020
Commerce Bank Des Peres MO 01/2016 11/2017
Summit Wealth Strategies Dba Summit X Chesterfield MO 04/2020 07/2025
Purshe Kaplan Sterling Investments, Inc Albany NY 03/2023 07/2025
Arax Advisory Partners, Llc Denver CO 08/2025 Present
  • 11/2017 → 04/2020
    Commerce Brokerage Services, Nc.
    Saint Louis, MO
  • 01/2016 → 11/2017
    Commerce Bank
    Des Peres, MO
  • 04/2020 → 07/2025
    Summit Wealth Strategies Dba Summit X
    Chesterfield, MO
  • 03/2023 → 07/2025
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
  • 08/2025 → Present
    Arax Advisory Partners, Llc
    Denver, CO
Previous Registrations
  • 2023-02-21 → 2025-12-26
    Summit Wealth Strategies
    Chesterfield, MO
  • 2019-04-23 → 2021-04-02
    Commerce Brokerage Services, Inc.
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-16
  • S66 Uniform Combined State Law Examination
    2019-04-16
Other Names
  • Trisha Koontz
  • Trisha Kay Addis
  • Trish Kay Koontz

View on SEC IAPD

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