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500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-06-24 |
Branch Locations
500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
427 E 5Th Street Suite 205, Chattanooga, TN 37403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone Bridge Asset Management, Llc | Chattanooga | TN | 09/2016 | 06/2020 |
| Equita Financial Network, Inc. | Fort Washington | PA | 06/2020 | Present |
1) STEFANIE IS CO-FOUNDER AND GENERAL PARTNER OF THE JUMP FUND, AN ANGEL CAPITAL INVESTMENT FUND FOCUSING ON FEMALE-LED VENTURES BASED IN THE SOUTHEAST. THE JUMP FUND IS LOCATED AT 201 W. MAIN STREET, #205, CHATTANOOGA, TN 37408. STEFANIE BEGAN THIS OTHER BUSINESS IN 2013 AND SHE SPENDS APPROXIMATELY 5 HOURS PER MONTH, 5 HOURS TRADING HOURS PER MONTH ON THIS BUSINESS. HER DUTIES INCLUDE RAISING CAPITAL, PROVIDING OVERSIGHT OF GOVERNANCE ACTIVITIES, FUNDING EARLY STATE STARTUPS AND MANAGING INVESTOR RELATIONS. MARKETING & PR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-28 |
| S66 | Uniform Combined State Law Examination | 2003-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-19 |
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