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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | 07/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2024 | 07/2025 |
| Barone & Associates, Llc | Framingham | MA | 01/2022 | 04/2024 |
| Anser Advisory | Orlando | FL | 10/2016 | 04/2024 |
| Barone & Associates, Llc | Framingham | MA | 04/2012 | 10/2016 |
| Equita Financial Network, Inc. | Fort Washington | PA | 10/2025 | Present |
| Clarity Point Financial Planning | Marshfield | MA | 10/2025 | Present |
| North Light Financial Services | Plymouth | MA | 05/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
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