Equita Financial Network, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

277031

SEC number

801-120628

Firm type

RIA

Assets under management

$391.0M as of Apr 6, 2026

Website

www.linkedin.com/company/modern-family-finance ↗

Phone

800.604.0176

Address

500 Office Center Drive, Fort Washington, PA, 19034

Advisors at this firm

16 in our index · page 1 of 1

• Kathleen Lynda BurkeCRD 5134624 · Doylestown, PA
  IA Registered
• Margaret Anne BonnerCRD 7924640 · New York, NY
  IA Registered
• Laura Ann Turo CorbianiCRD 6265566 · Reston, VA
  IA RegisteredRegistration inactive
• Stefanie Dziedzic CroweCRD 2305425 · Chattanooga, TN
  IA Registered
• Jennifer Chang DazolsCRD 4690383 · Oakland, CA
  IA Registered
• Diana Margaret FreeburgCRD 6950741 · San Francisco, CA
  IA Registered
• Bridget Venus GrimesCRD 1574209 · Scottsdale, AZ
  IA Registered
• Amy Margaret HamasakiCRD 3134169 · Fraser, CO
  IA Registered
• Bernadette Therese Wan Yu HuangCRD 4903420 · New Haven, CT
  IA RegisteredRegistration inactive
• Cathleen Maureen MckeeCRD 7864827 · Cambridge, MA
  IA Registered
• Ann Judith ShubertCRD 6413618 · Albuquerque, NM
  IA RegisteredRegistration inactive
• Kimberlee Ann SpencerCRD 2394928 · Alcoa, TN
  IA Registered
• Shehara Lynn WootenCRD 4501111 · Fairborn, OH
  IA RegisteredRegistration inactive
• Jaclynne Paige WalshCRD 7912623 · Marshfield, MA
  IA RegisteredRegistration inactive
• Szu-Han WangCRD 8053910 · Saratoga, CA
  IA Registered
• Stephen Jay WitteCRD 6703652 · Byron Center, MI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.