This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EQUITA FINANCIAL NETWORK, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 2, 2015

First registration

Feb 2, 2015

Dual registered

no

Other names

ANN ROSENTHAL|Ann Judith Rosenthal

IAPD individual key

6413618

• Occurred

  Jul 23, 2024
  Advisor changed firm

  Ann Judith Shubert left Intentional Finance, Llc for Equita Financial Network, Inc. (registered 2024-06-18)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0df3fb65-1ef2-0656-cb51-bdf8b05a57b3

First observed

Feb 2, 2015

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.