Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NM | RA | APPROVED | 2024-06-18 |
Branch Locations
7770 Jefferson St Ne Suite 304, Albuquerque, NM 87109 • United States
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Albuquerque | NM | 11/2014 | 05/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Sandia Park | NE | 02/2015 | 05/2017 |
| Intentional Finance, Llc | Albuquerque, | NM | 05/2017 | 07/2024 |
| Equita Financial Network, Inc. | Fort Wshington | PA | 06/2024 | Present |
| Intentional Insurance, Llc | Albuquerque | NM | 02/2018 | 07/2024 |
| Equila Financial, Llc | Albuquerque | NM | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-02 |
Reach out to this advisor