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Equita Financial Network, Inc. CRD 277031
$391M regulatory AUM 68 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-10 |
| FL | RA | APPROVED | 2024-07-02 |
| OH | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-24 |
Branch Locations
500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Your Story Financial, Llc | Phoenix | AZ | 07/2016 | 06/2024 |
| Equita Financial Network, Inc. | Fort Washington | PA | 06/2024 | Present |
| Your Story Financial Academy, Llc | Columbus | OH | 05/2019 | Present |
| Your Story Financial, Llc | Columbus | OH | 06/2024 | Present |
Your Story Financial Academy, LLC; not investment related; Columbus, OH; Financial Empowerment and Education; Owner; 60 hrs/month with 40/hrs a month during trading hours; Scheduling meeting, Educating on Financial Literacy, Workshops, Online Course
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-12 |
| S66 | Uniform Combined State Law Examination | 2002-09-09 |
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