Amy Margaret Hamasaki

Employer firm

Equita Financial Network, Inc. CRD 277031

$391M regulatory AUM 68 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 09/2020
  Mariner Wealth Advisors
  Highlands Ranch, CO
• 12/2017 → 01/2019
  Block Advisors
  Lone Tree, CO
• 04/2014 → 12/2017
  Unemployed/Stay-At-Home Mother
  Castle Pines, CO
• 10/2020 → Present
  Mountain Wealth Planning
  Winter Park, CO
• 09/2021 → 08/2023
  Origin Financial
  Winter Park, CO
• 05/2024 → Present
  Equita Financial Network, Inc.
  Fort Washington, PA

Previous Registrations

• 2021-01-04 → 2024-09-05
  Mountain Wealth Planning
  Winter Park, CO
• 2021-09-16 → 2023-08-04
  Origin Investment Advisory Llc
  Sarasota, FL
  Winter Park, CO
• 2019-02-26 → 2020-10-01
  Mariner
  Highlands Ranch, CO
• 2007-05-30 → 2008-06-13
  Dolphin Advisors
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  1998-10-30

Designations

• Certified Financial Planner

Other Names

• Amy Margaret Cox
• Amy Margaret Cox
• Amy Hamasaki