TRISHA KAY KOONTZ is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with ARAX ADVISORY PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ARAX ADVISORY PARTNERS, LLC | 2025-08-06 | present | Yes |
| SUMMIT WEALTH STRATEGIES | 2023-02-21 | 2025-12-26 | — |
| COMMERCE BROKERAGE SERVICES, INC. | 2019-04-23 | 2021-04-02 | — |