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Advisor at EQUITA FINANCIAL NETWORK, INC.
San Francisco, CA | FORT WASHINGTON, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EQUITA FINANCIAL NETWORK, INC. | Independent wealth | Jun 25, 2026 | n/a | yes | FORT WASHINGTON, PA|San Francisco, CA | Current employment |
| NORTHSTAR INVESTMENT ADVISORY LLC | No RAUM reported | Aug 5, 2022 | May 8, 2026 | no | San Francisco, CA | Previous registration |
| REMEDIOS FINANCIAL PLANNING | State registered | Feb 24, 2019 | Sep 8, 2020 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHSTAR INVESTMENT ADVISORY LLC | EQUITA FINANCIAL NETWORK, INC. | May 8, 2026 | Jun 25, 2026 | 48 | Firm change | Other |
| REMEDIOS FINANCIAL PLANNING | NORTHSTAR INVESTMENT ADVISORY LLC | Sep 8, 2020 | Aug 5, 2022 | 696 | Firm change after gap | Other |