Margaret Anne Bonner

Employer firm

Equita Financial Network, Inc. CRD 277031

$391M regulatory AUM 68 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 12/2025
  Wealthchoice
  San Diego, CA
• 01/2024 → 12/2025
  Equita Financial Network, Inc.
  Fort Washington, PA
• 06/2022 → 12/2023
  Cask
  San Diego, CA
• 12/2020 → 05/2022
  7-Eleven
  Dallas, TX
• 07/2019 → 11/2020
  Cisco Systems
  Dallas, TX
• 08/2018 → 06/2019
  Southern Methodist University
  Dallas, TX
• 06/2018 → 08/2018
  Bank Of America
  San Diego, CA
• 08/2017 → 05/2018
  Southern Methodist University
  Dallas, TX
• 06/2016 → 08/2017
  Lincoln Property Company
  Dallas, TX
• 02/2017 → 05/2017
  Trammel Crow Residential
  Dallas, TX
• 08/2016 → 05/2017
  Southern Methodist University
  Dallas, TX
• 01/2026 → Present
  Wealthchoice
  San Diego, CA
• 01/2026 → Present
  Equita Financial Network, Inc.
  Fort Washington, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-20