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Tricia A Prehle

Equita Financial Network, Inc.

Fort Washington, PA

Columbus, NJ

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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
NJ RA APPROVED 2026-07-28
  • NJ RA
    APPROVED
    Since 2026-07-28

Branch Locations

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

Columbus, NJ • 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
Computershare Jersey City NJ 07/2002 06/2024
Guiding Wealth Management, Llc Richardson TX 10/2023 12/2024
Equita Financial Network, Inc. Fort Washington PA 07/2026 Present
Mccarthy Tax Preparation Loveland OH 10/2023 04/2025
Stevens Capital Partners Omaha NE 01/2026 07/2026
Kaleidoscope Financial Planning, Llc Columbus NJ 06/2026 Present
Sabbatical Columbus NJ 05/2025 12/2025
  • 07/2002 → 06/2024
    Computershare
    Jersey City, NJ
  • 10/2023 → 12/2024
    Guiding Wealth Management, Llc
    Richardson, TX
  • 07/2026 → Present
    Equita Financial Network, Inc.
    Fort Washington , PA
  • 10/2023 → 04/2025
    Mccarthy Tax Preparation
    Loveland, OH
  • 01/2026 → 07/2026
    Stevens Capital Partners
    Omaha , NE
  • 06/2026 → Present
    Kaleidoscope Financial Planning, Llc
    Columbus , NJ
  • 05/2025 → 12/2025
    Sabbatical
    Columbus , NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15
Designations
Other Names
  • Patricia Prehle
  • Tricia Prehle
  • Patricia A Prehle
  • Tricia A Prehle-Gonzales
  • Patricia A Prehle-Gonzales

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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