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

Jul 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Mar 15, 2024

First registration

May 21, 2024

Dual registered

no

Other names

PATRICIA PREHLE|TRICIA PREHLE|Patricia A Prehle|Tricia A Prehle-Gonzales|Patricia A Prehle-Gonzales

IAPD individual key

2290535

• Occurred

  Dec 23, 2024
  Advisor changed firm

  Tricia A Prehle left Guiding Wealth Management, Llc for Equita Financial Network, Inc. (registered 2026-07-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:625b31d3-1762-d7e5-e9f4-d41f503599cd

First observed

May 21, 2024

Last observed

Sep 14, 2026 5 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.