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Advisor at EQUITA FINANCIAL NETWORK, INC.
FORT WASHINGTON, PA | Fountain Hills , AZ
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 | Mar 1, 2022 | n/a | yes | FORT WASHINGTON, PA|Fountain Hills , AZ | Current employment |
| LAUREL WEALTH ADVISORS, INC. | Former SEC adviser | Sep 14, 2016 | May 10, 2018 | no | SOLANA BEACH, CA | Previous registration |
| HOYLECOHEN, LLC | Former SEC adviser | May 27, 2015 | Sep 29, 2016 | no | SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Aug 10, 2010 | Aug 1, 2012 | no | La Jolla, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LAUREL WEALTH ADVISORS, INC. | EQUITA FINANCIAL NETWORK, INC. | May 10, 2018 | Mar 1, 2022 | 1,391 | Firm change after gap | RIA to RIA |
| HOYLECOHEN, LLC | LAUREL WEALTH ADVISORS, INC. | Sep 29, 2016 | Sep 14, 2016 | -15 | Firm change | Other |
| MORGAN STANLEY | HOYLECOHEN, LLC | Aug 1, 2012 | May 27, 2015 | 1,029 | Firm change after gap | Other |