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Inactive

Ann Judith Shubert

Equita Financial Network, Inc.

Albuquerque, NM

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

AuthorityCategoryStatusDate
NM RA APPROVED 2024-06-18
  • NM RA
    APPROVED
    Since 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

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
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
  • 11/2014 → 05/2017
    Waddell & Reed, Inc
    Albuquerque, NM
  • 02/2015 → 05/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Sandia Park, NE
  • 05/2017 → 07/2024
    Intentional Finance, Llc
    Albuquerque,, NM
  • 06/2024 → Present
    Equita Financial Network, Inc.
    Fort Wshington, PA
  • 02/2018 → 07/2024
    Intentional Insurance, Llc
    Albuquerque, NM
  • 05/2024 → Present
    Equila Financial, Llc
    Albuquerque, NM
Previous Registrations
  • 2017-05-30 → 2024-07-23
    Intentional Finance, Llc
    Albuquerque, NM
  • 2015-02-02 → 2017-05-31
    Waddell & Reed
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-02
  • S66 Uniform Combined State Law Examination
    2015-02-02
Designations
Other Names
  • Ann Rosenthal
  • Ann Judith Rosenthal

View on SEC IAPD

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ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
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