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Margaret Anne Bonner

Equita Financial Network, Inc.

New York, NY

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
NY RA APPROVED 2024-08-20
  • NY RA
    APPROVED
    Since 2024-08-20

Branch Locations

379 West Broadway Suite 424, New York, NY 10012 • 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
Wealthchoice San Diego CA 01/2024 12/2025
Equita Financial Network, Inc. Fort Washington PA 01/2024 12/2025
Cask San Diego CA 06/2022 12/2023
7-Eleven Dallas TX 12/2020 05/2022
Cisco Systems Dallas TX 07/2019 11/2020
Southern Methodist University Dallas TX 08/2018 06/2019
Bank Of America San Diego CA 06/2018 08/2018
Southern Methodist University Dallas TX 08/2017 05/2018
Lincoln Property Company Dallas TX 06/2016 08/2017
Trammel Crow Residential Dallas TX 02/2017 05/2017
Southern Methodist University Dallas TX 08/2016 05/2017
Wealthchoice San Diego CA 01/2026 Present
Equita Financial Network, Inc. Fort Washington PA 01/2026 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-20
  • S65 Uniform Investment Adviser Law Examination
    2024-08-20

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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