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Geri Ann Mira

Arax Advisory Partners

Bloomfield Hills, MI

New York, NY

Transcend Capital Advisors, LLC

Madison, NJ

Bloomfield Hills, MI

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Current Employers
Arax Advisory Partners

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-01
  • MI RA
    APPROVED
    Since 2026-08-01

Branch Locations

40705 Woodward Avenue Suite 100, Bloomfield Hills, MI 48304 • United States

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

Transcend Capital Advisors, Llc

7 Giralda Farms Suite 300, Madison, NJ 07940 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-08-25
  • MI RA
    APPROVED
    Since 2023-08-25

Branch Locations

7 Giralda Farms Suite 300, Madison, NJ 07940 • United States

40705 Woodward Avenue, Suite 100, Bloomfield Hills, MI 48304 • 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
Ubs Financial Services Inc. Plymouth MI 03/1996 12/2021
Transcend Capital Advisors Bloomfield Hills MI 12/2021 07/2026
Purshe Kaplan Sterling Investments Albany NY 07/2022 Present
Arax Advisory Partners Bloomfield Hills MI 08/2026 Present
  • 03/1996 → 12/2021
    Ubs Financial Services Inc.
    Plymouth, MI
  • 12/2021 → 07/2026
    Transcend Capital Advisors
    Bloomfield Hills, MI
  • 07/2022 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2026 → Present
    Arax Advisory Partners
    Bloomfield Hills, MI
Previous Registrations
  • 2004-10-20 → 2022-01-04
    Ubs Financial Services Inc.
    Plymouth, MI
    Farmington Hill, MI
    Weehawken, NJ
    Troy, MI
    Plymouth, MI
    Farmington Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-24
S63 Uniform Securities Agent State Law Examination 1993-09-10
  • S65 Uniform Investment Adviser Law Examination
    1997-10-24
  • S63 Uniform Securities Agent State Law Examination
    1993-09-10
Other Names
  • Geri Donley
  • Geri Ann Donley

View on SEC IAPD

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