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Kathleen Lynda Burke

Equita Financial Network, Inc.

Fort Washington, PA

Doylestown, 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

AuthorityCategoryStatusDate
PA RA APPROVED 2017-02-06
  • PA RA
    APPROVED
    Since 2017-02-06

Branch Locations

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

2003 S Easton Road, Suite 308, Doylestown, PA 18901 • 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
OrganizationCityStateFromTo
Method Financial Planning, Inc. San Diego CA 08/2015 03/2018
The Investment Center, Inc. Fountainville PA 11/2015 11/2024
Equita Financial Network, Inc. Fort Washington PA 03/2018 Present
Method Financial Planning, Inc. Doylestown PA 03/2018 Present
  • 08/2015 → 03/2018
    Method Financial Planning, Inc.
    San Diego, CA
  • 11/2015 → 11/2024
    The Investment Center, Inc.
    Fountainville, PA
  • 03/2018 → Present
    Equita Financial Network, Inc.
    Fort Washington, PA
  • 03/2018 → Present
    Method Financial Planning, Inc.
    Doylestown, PA
Previous Registrations
  • 2011-04-12 → 2015-08-05
    Delphi Private Advisors
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-11
S63 Uniform Securities Agent State Law Examination 2006-07-06
  • S66 Uniform Combined State Law Examination
    2011-04-11
  • S63 Uniform Securities Agent State Law Examination
    2006-07-06
Designations
Other Names
  • Katie Lynda Jarret
  • Kathleen Lynda Jarret
  • Katie Lynda Burke
  • Kathleen L Jarret

View on SEC IAPD

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Other Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
BARRISTER · FORT WASHINGTON, PA
COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA
FORVIS MAZARS WEALTH ADVISORS, LLC · Fort Washington, PA
BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · FORT WASHINGTON, PA
MML INVESTORS SERVICES, LLC · Fort Washington, PA
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