Inactive

Szu-Han Wang

Equita Financial Network, Inc.

Fort Washington, PA

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Current Employers

Equita Financial Network, Inc.

500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-11

CA RA
APPROVED

Since 2025-03-11

Branch Locations

Saratoga, CA • United States

500 Office Center Drive Suite 400, Fort Washington, PA 19034 • 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

Organization	City	State	From	To
Equita Financial Network, Inc.	Fort Washington	PA	07/2024	Present
Modern Family Finance	San Francisco	CA	07/2024	Present
Homemaker	Taipei		06/2021	08/2024
Homemaker	Saratoga	CA	07/2021	12/2021
World Mosquito Program	Ho Chi Minh City		08/2020	06/2021
Homemaker	Ho Chi Minh City		02/2020	08/2020
Roche	Ho Chi Minh City		08/2019	01/2020
Genentech	South San Francisco	CA	03/2015	08/2019

07/2024 → Present

Equita Financial Network, Inc.

Fort Washington, PA
07/2024 → Present

Modern Family Finance

San Francisco, CA
06/2021 → 08/2024

Homemaker

Taipei
07/2021 → 12/2021

Homemaker

Saratoga, CA
08/2020 → 06/2021

World Mosquito Program

Ho Chi Minh City
02/2020 → 08/2020

Homemaker

Ho Chi Minh City
08/2019 → 01/2020

Roche

Ho Chi Minh City
03/2015 → 08/2019

Genentech

South San Francisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-26

S65 Uniform Investment Adviser Law Examination

2025-02-26

View on SEC IAPD

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